Podcast Episodes

E185: Why Institutional Investors Invest into C-Class Real Estate w/Amy Rubinstein

Episode 185

I spoke with Amy Rubenstein, CEO of Clear Investment Group, about how she built a thriving real estate platform by focusing on one of the most overlooked areas of the market: distressed C-class multi…

Published on 5 months ago

E184: How Casper Hit $100M in Year One: The Untold Startup Playbook

Episode 184

Philip Krim is best known as the co-founder and former CEO of Casper, one of the fastest-growing direct-to-consumer (DTC) startups in history. Under his leadership, Casper hit $100M in revenue in its…

Published on 5 months, 1 week ago

E183: How to Raise Institutional Capital w/iConnections CEO Ron Biscardi

Episode 183

Ron Biscardi is the Co‑Founder & CEO of iConnections, a fintech platform reshaping global capital introduction. With 25+ years in the alternative investment space, Ron has facilitated 36,000+ LP/GP m…

Published on 5 months, 1 week ago

E182: Lessons from 17 Years at Menlo Ventures and Accel w/Tyler Sosin

Episode 182

In this episode, I speak with Tyler Sosin, founder of Villain Capital, a new fund focused on investing in vertical software businesses. Having grown up in the venture business for 17 years with stori…

Published on 5 months, 2 weeks ago

E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO

In this episode, I speak with T.C. Wilson, Chief Investment Officer of The Doctors Company (TDC Group), the nation's largest physician-owned medical malpractice insurer with $7 billion in assets unde…

Published on 5 months, 2 weeks ago

E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity

Episode 180

What does it take to allocate billions in private markets—and what sets a top-tier LP apart? In this episode, I speak with Patrick Miller, Executive Director and Portfolio Manager of J.P. Morgan Asse…

Published on 5 months, 2 weeks ago

E179: How UCLA's Endowment Wins in Private Equity w/Deputy CIO Michael Marvelli

Episode 179

Michael Marvelli leads the private markets strategy at the UCLA Investment Company, managing a portfolio that spans private equity, real estate, and real assets. But his route to institutional invest…

Published on 5 months, 3 weeks ago

E178: Elon Musk of Biotech: How David Berry Built 7 Unicorns

Episode 178

David Berry is one of the most prolific healthcare entrepreneurs of our time. In this episode, we discuss his transition from scientist to founder to investor, what it takes to scale transformational…

Published on 5 months, 3 weeks ago

E177:How a Small Endowment Invests like Harvard w/Rip Reeves

Episode 177

In this episode, I speak with Rip Reeves, CEO of Institutional Investor and former CIO of AEGIS Insurance Services. Rip brings over four decades of experience across investment management, insurance,…

Published on 5 months, 3 weeks ago

E176: Beyond Harvard: The Financial Crisis Endowments are Facing

Episode 176

John Trammell has been on the front lines of institutional investing for decades. He’s managed capital for some of the largest families and organizations in the world—from family offices to the Episc…

Published on 5 months, 4 weeks ago