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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...