Episodes

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Mark Hurley - Welcome to the Wealth Management Jungle

Mark Hurley - Welcome to the Wealth Management Jungle

S3E3 · · 59:04

Today we have Mark Hurley, who recently co-authored a white paper called Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Mark has written se...

Steffen Pauls - Future of Private Equity

Steffen Pauls - Future of Private Equity

S3E2 · · 53:13

Steffen Pauls is a serial entrepreneur with a long background in the private equity industry.  His career started at BCG; he started and sold a fintech company during the dot com era...

Casey Whalen - Lessons from David Swensen

Casey Whalen - Lessons from David Swensen

S3E1 · · 01:01:33

Casey Whalen has had a remarkable investing career starting at the Yale investments office, then Rockefeller University, the CIO of the New York Public Library, running three billion...

Ryan Eisenman - The Challenge of Data

Ryan Eisenman - The Challenge of Data

S2E11 · · 42:30

Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments.   I thought it would be great t...

Jon Hirtle - An Uninterrupted Chain of Logic

Jon Hirtle - An Uninterrupted Chain of Logic

S2E9 · · 54:32

Today we have Jon Hirtle, founder and executive chairman of Hirtle, Callaghan & Co, a $20 billion  OCIO firm.  I was especially interested to talk to Jon because he is a real process...

Jan Szilagyi - AI for Portfolio Insight

Jan Szilagyi - AI for Portfolio Insight

S2E8 · · 53:33

AI for Portfolio Insight Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for in...

Stan Miranda - Bain Meets the Yale Model at Partners Capital

Stan Miranda - Bain Meets the Yale Model at Partners Capital

S2E8 · · 58:16

Stan Miranda is the Co-Founder and Chairman of Partners Capital, a global OCIO with $50 billion under management.  Stan was previously a longtime director at Bain and chairman of the...

Paul Edelman - Conceptual Thinking

Paul Edelman - Conceptual Thinking

S2E7 · · 01:03:01

Paul Edelman is a psychologist who has worked with some of the world’s most successful hedge fund managers.  Today we take a deep dive into how psychological techniques can be used t...

Rebecca Patterson - Talking to Everyone is a Gift

Rebecca Patterson - Talking to Everyone is a Gift

S2E6 · · 01:09:45

Rebecca Patterson was most recently Chief Investment Strategist at Bridgewater Associates where she was on the Executive Committee and was a frequent author of Bridgewater’s Daily Ob...

Mark Anson - Trade Ticket Experience

Mark Anson - Trade Ticket Experience

S2E5 · · 47:10

Mark Anson, CEO and CIO of Commonfund, is in a unique position to compare and contrast the different investment styles of pension funds, endowments, family offices, and traditional a...

Logan Allin - Fintech B2B SaaS Plus at FinVC

Logan Allin - Fintech B2B SaaS Plus at FinVC

S2E4 · · 56:55

Today we are speaking to Logan Allin, founder and managing partner of FinVC, a global fintech firm investing in B2B SaaS companies with over $1 billion in assets under management.  P...

Michael Sidgmore - Alts Going Mainstream

Michael Sidgmore - Alts Going Mainstream

S2E3 · · 53:15

Michael Sidgmore is a co-founder and partner at Broadhaven Ventures, which is part of Broadhaven Capital Partners.  Michael is a leading expert in the alternatives going mainstream m...

Chris Miller - Chip War

Chris Miller - Chip War

S2E2 · · 23:13

We are speaking today with Chris Miller, the author of the international best selling Chip War:  The Fight for the World's Most Critical Technology.   We talk about the worse case sc...

Mark Machin - Technology for Private Markets

Mark Machin - Technology for Private Markets

S2E1 · · 55:44

Our guest today is Mark Machin, CEO and co-founder of Opto Investments, a technology platform that provides independent investment advisors access to private markets. Mark was previo...

Gautam Mukunda - Filtering For Leadership

Gautam Mukunda - Filtering For Leadership

S1E4 · · 59:19

Today we have Gautam Mukunda, head of research for Rose Park Advisors, a venture firm in Boston.  Gautam is a leadership expert who studied economics at Harvard and has a Ph.D. in po...

Peter Borish - You Have to Survive to Win

Peter Borish - You Have to Survive to Win

S1E3 · · 49:04

Today we are speaking with Peter Borish, one of my favorite people to talk with about the markets.  Peter is a systems guy with the heart of a trader.  We talk about his path to the ...

Mary Childs - The Bond King

Mary Childs - The Bond King

S1E2 · · 46:06

Today we have Mary Childs, author of The Bond King - How One Man Made a Market, Built an Empire, and Lost It All.  We talk about how Bill Gross built up PIMCO to the giant it is toda...

Sebastian Mallaby - The Power Law

Sebastian Mallaby - The Power Law

S1E1 · · 01:00:05

Today we have Sebastian Mallaby, author of The Power Law – Venture Capital and the Making of a New Future.   Sebastian has written a comprehensive history of silicon valley full of g...