S4E15 · · 53:52
Today's guest is Avi Kalichstein, the CEO of Hunter Point Capital. He's deeply invested in the rapidly expanding world of private equity stakes. We delve into the influence of his fa...
S4E14 · · 44:32
Lawrence Calcano, CEO of iCapital, began his path to finance with a surprising fork in the road, a theater audition on the very same day as his Morgan Stanley interview. That moment...
S4E13 · · 44:08
Partners Capital is a $60 billion asset manager that outsources investments for institutions including family offices, foundations, and endowments. The firm was founded with particu...
S4E12 · · 51:55
Today's guest is Shirl Penney, founder and CEO of Dynasty Financial Partners, which is a comprehensive platform that allows wealth advisors to go independent and form their own RIA. ...
S4E11 · · 45:45
Adam Waterous is the founder of Waterous Energy Fund, the largest private equity fund in Canada's oil and gas sector. He gives us a masterclass on the past fifty years of oil and ga...
S4E9 · · 01:00:02
Hello and welcome to the Private Capital podcast. I'm Joe Reilly, head of Circulus Group, a network for family offices based in Greenwich, Connecticut. Our next family office summit...
S4E9 · · 46:09
Today we are traveling through one of the great family business stories, that of Goya Foods, the formation of their family office, and the creation of a free-standing private equity ...
S4E8 · · 55:30
There's a vast landscape of valuable but unconventional assets out there, but how do you find them, filter them, and properly value them? What frameworks can you use to understand th...
S4E7 · · 55:59
Joan Solotar is global head of Blackstone Private Wealth and a member of the firm's management committee. Joan's career tracks the fascinating evolution of Wall Street in the past th...
S4E6 · · 49:27
Mark Strauch is a founding partner and president of the private equity firm Alpine Investors, known for its unique CEO training program. With a background in Industrial Engineering f...
S4E5 · · 01:00:37
Today we are going to hear the story of one of the most interesting firms to spring from a significant family office. JB and Tony Pritzker approached today's guest, Paul Carbone, wi...
S3E4 · · 55:13
Jason Mudrick is the Founder and Chief Investment Officer of the $3.4 billion Mudrick Capital Management, a firm renowned for its expertise in navigating complex credit situations an...
S4E3 · · 55:44
Today, we're charting the remarkable trajectory of a wealth management powerhouse: Pathstone. Joining us is Matt Fleissig, co-founder and CEO. Pathstone is a great case study for t...
S4E2 · · 51:17
Michael Fisch is a founder and the CEO of American Securities, a $23 billion private equity firm that originated in the Rosenwald family office. This is a great story of a fabled fa...
S4E1 · · 46:59
Today's guest is Jim Tananbaum of Foresite Capital. One of the most exciting places AI is revolutionizing is drug discovery, so I was very excited to have Jim on today. Jim Tananbau...
S3E17 · · 49:36
Today's guest is Mark Gerson of 3i Members. Mark is a remarkable entrepreneur, philanthropist, and master at creating networks. He is most well known for founding Gerson Lehrman Gro...
S3E16 · · 01:10:52
David Salem has had a remarkable career. He did his undergrad at Middlebury, went to Harvard Business School where he sat next to Seth Klarman, then went to work with Jeremy Grantham...
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...
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...
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...