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E214: Inside Look into a $14B Multi-Family Office
Episode 214
How can ultra-high-net-worth families invest like endowments—without becoming forced sellers when markets turn? In this episode, I go deep with Greg Brown, Co-CEO of Caprock, on how a modern multi-fa…
Published on 3 months ago
E213: How Fordham Invests Its $1B Endowment
Episode 213
How do you run a $1B endowment with a lean five-person team — while balancing liquidity, access, and high-conviction relationships? In this episode, I speak with Geeta Kapadia, CFA, Chief Investment …
Published on 3 months ago
E212: Unlocking $175M: Raising Venture & Private Equity Capital with SBICs
Episode 212
How do you use the SBIC program to access long-dated, low-cost leverage—without blowing up risk? In this episode, I speak with Eric Rosiak, CEO & CIO of Amplify Community Investment Partners, about …
Published on 3 months ago
E211: Disrupting The $100 Trillion Bond Market
Episode 211
What would the bond market look like if it were built today? In this episode, I speak with Dylan Parker, CEO & Co-Founder of Moment, the operating system for fixed income that unifies trading, portf…
Published on 3 months, 1 week ago
E210: How Startups Can Avoid Being Disrupted by OpenAI w/Eric Olson
Episode 210
What does it take to build an AI-native search engine for science? In this episode, I spoke with Eric Olson, Co-founder & CEO of Consensus, the platform making peer-reviewed research accessible throu…
Published on 3 months, 1 week ago
E209: $70B AUM: How Cresset Delivers Alpha at Scale
Episode 209
In this episode, I speak with Avy Stein, Founder & Chairman of Cresset—a multi-family office known for its private markets access and co-investing model. We cover Avy’s path from Kirkland & Ellis law…
Published on 3 months, 1 week ago
E209: $70B AUM: How Cresset Delivers Alpha at Scale
Episode 209
In this episode, I speak with Avy Stein, Founder & Co-Chairman of Cresset—a multi-family office known for its private markets access and co-investing model. We cover Avy’s path from Kirkland & Ellis …
Published on 3 months, 1 week ago
E208: CIO Frank Mihail on Running an $8 Billion Portfolio with 3 People
Episode 208
In this episode of How I Invest, I speak with Frank Mihail, CIO of the North Dakota Department of Trust Lands, which manages an $8B sovereign wealth endowment built to fund public schools. Frank shar…
Published on 3 months, 2 weeks ago
E207: Can AI Replace Your VC Analyst?
Episode 207
What happens when AI lets five people build what used to take fifty? Can you scale to eight figures in revenue without ever touching a “Series A treadmill”? In this episode, I talk with Henry Shi, co…
Published on 3 months, 2 weeks ago
E206: Inside Miami’s Billionaire Boom: The Real Reason Behind the Migration
Episode 206
I had the chance to talk with Francis X. Suarez, the 43rd Mayor of Miami, about how his "open-for-business" leadership transformed the city into a global tech and finance hub. We unpack Miami’s “quan…
Published on 3 months, 2 weeks ago