Ryan Miller

speaker

4,581 appearances 12 recordings 2 series first heard Mar 2026 last heard 10 Aug

Ryan Miller’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.

Appearances

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · Michael Burry's 2026 Portfolio Doesn't Exist: Steal His 3-Step Method Instead · 10 Aug 2026 podcast

Talk to fund council about the specific changes, extension rights, recycling, a longer dated or even an evergreen vehicle, or a deal by deal sleeve. matched

That lets your capital outlive your calendar. matched

Then day seven, take the calendar to an LP. matched

Not a forecast, a calendar. matched

And watch what happens to that conversation. matched

So I built you the tool for this. matched

It's called the Four Sellers Calendar and it's fully interactive. matched

You open it, you put your numbers in, and it calculates. matched

Or if you're using the PDF, you can print it off and do that too. matched

Module A is the calendar itself. matched

You enter your entire dated contractual events. matched

The fund expires, the maturity, the covenant test, with a date in size and a pressure rating. matched

And it computes months to trigger, and it shows you where the dated supply actually clusters. matched

Then module B is the asymmetry sizer. matched

Capital at risk, maximum loss, target multiple, your estimated probability. matched

It gives you your break-even hit rate, your expected value, and your loss as a percentage of the fund. matched

So you never take a position that you can't take out. matched

Then there's module C is the patient capital test. matched

And it's the one that matters the most. matched

It computes your duration gap, the months your capital can still act, minus the months until your event fires. matched

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