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