Episodes

Latest Episode
Jennifer Prosek - Power of Storytelling

Jennifer Prosek - Power of Storytelling

S3E15 · · 57:18

Jennifer Prosek has built a powerhouse communications firm by focusing on asset management.  She asked herself, "Why does the financial industry not care about its brand, and why are...

Zoe Cruz - Morgan Stanley to DeFi

Zoe Cruz - Morgan Stanley to DeFi

S3E14 · · 51:36

Zoe Cruz is a prominent figure in the financial services industry, known for her significant contributions and groundbreaking achievements as one of the highest-ranking women on Wall...

Michael Weisz - Yieldstreet

Michael Weisz - Yieldstreet

S3E13 · · 51:22

Michael Weisz has a real knack for finding unconventional opportunities and a strong entrepreneurial spirit.  He cut his teeth in real estate, but quickly found his nuanced understan...

Ted Seides - Private Equity Deals

Ted Seides - Private Equity Deals

S3E12 · · 53:24

Today’s guest is Ted Seides from Capital Allocators podcast.  I first did a print interview with Ted exactly seven years ago, when he had just completed his first book So You Want to...

Greg Fleming - Rockefeller Capital Managment

Greg Fleming - Rockefeller Capital Managment

S3E11 · · 57:29

Greg Fleming is the President and Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March...

Ken Kencel - President and CEO of Churchill Asset Management

Ken Kencel - President and CEO of Churchill Asset Management

S3E10 · · 51:43

Ken Kencel is the President & CEO of Churchill Asset Management, a $50 billion dollar platform serving over 700 institutional clients.  He shared valuable insights on the growing pri...

Jason Schwarz - Wilshire's Content Engine

Jason Schwarz - Wilshire's Content Engine

S3E9 · · 40:57

Jason Schwarz is Deputy Chief Executive Officer and President at Wilshire, which currently manages over $100 billion in assets and advises on $1.3 trillion.  Jason was raised in a le...

Anthony Scaramucci - The Capital Artist

Anthony Scaramucci - The Capital Artist

S3E8 · · 52:47

Anthony Scaramucci, is the founder and managing partner of Skybridge Capital and the SALT Conference.  We had a wide ranging and candid conversation about his new book, his path from...

Carin-Isabel Knoop - Executive Director of the Harvard Business School Research and Case Writing Division

Carin-Isabel Knoop - Executive Director of the Harvard Business School Research and Case Writing Division

S3E7 · · 49:51

Carin-Isabel Knoop is the founder and executive director of the Harvard Business School Research and Case Writing Division.  This conversation was spurred by two things, one that I f...

Scott Sperling - Co-CEO of Thomas H. Lee Partners

Scott Sperling - Co-CEO of Thomas H. Lee Partners

S3E6 · · 49:13

Scott Sperling is the Co-CEO of Thomas H. Lee Partners.  We had an excellent conversation about his time at Harvard Management Company under legendary figures like Walter Cabot and J...

Michael Tiedemann - CEO of AlTi Tiedemann Global

Michael Tiedemann - CEO of AlTi Tiedemann Global

S3E5 · · 57:35

Michael Tiedemann is a founding partner and chief executive officer of AlTi Tiedemann Global, a publicly traded $70 billion investment firm. He is also a member of the firm’s board o...

Alex Chaloff - CIO of Bernstein Private Wealth Management

Alex Chaloff - CIO of Bernstein Private Wealth Management

S3E4 · · 48:56

Alex Chaloff is the CIO of Bernstein Private Wealth Management. We had a great conversation talking about his personal litmus test for a manager, what to do with lagging funds, the a...

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...