Capital Allocators – Inside the Institutional Investment Industry
Episodes
Year in Review 2025 (EP.478)
22 Dec 2025
Contributed by Lukas
For this year's annual review, our CEO Hank and I cover investment trends across private and public markets and top-of-mind issues for allocators. We ...
Top 5 of 2025: #5: Adrian Meli
22 Dec 2025
Contributed by Lukas
We're counting down the top 5 episodes of 2025. Coming in at #5, is Adrian Meli from Eagle Capital. It's a fun, nuanced exploration of applying the mo...
Top 5 of 2025: #4: Alex Sacerdote
22 Dec 2025
Contributed by Lukas
We're counting down the top 5 episodes of 2025. At #4, it's Alex Sacerdote from Whale Rock Capital. Alex is a passionate TMT investor who describes ho...
Matthew Dicks – Storytelling Mastery (EP.477)
15 Dec 2025
Contributed by Lukas
Matthew Dicks is a bestselling author, award-winning storyteller, and consultant on storytelling to Fortune 500 companies, including four of the Mag 7...
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
08 Dec 2025
Contributed by Lukas
Josh Wolfe and Brett McGurk are Partners at Lux Capital, a $5 billion venture capital firm that specializes in emerging science and technology compani...
[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
08 Dec 2025
Contributed by Lukas
Josh Wolfe is the co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs who pursue counter-con...
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
04 Dec 2025
Contributed by Lukas
Robert Boucai and James Broyer are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate opt...
John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
01 Dec 2025
Contributed by Lukas
John Khoury is the Founder and Managing Partner of Long Pond Capital, a $3 billion hedge fund that specializes in publicly traded real estate securiti...
Mike Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
24 Nov 2025
Contributed by Lukas
Our continuing exploration of the intersection of private wealth and alternatives takes us to Future Standard, one of the largest distribution platfor...
Daniel Mahr – Glass Box Quant at MDT Advisers (EP.472)
20 Nov 2025
Contributed by Lukas
This Sponsored Insight features Daniel Mahr, Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suit...
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
17 Nov 2025
Contributed by Lukas
David Lyon is Managing Director and Head of Capital Solutions at Neuberger Berman, where he oversees $10 billion of AUM and deploys $2-3 billion each ...
WTT: The Sydney Sweeney Interview
14 Nov 2025
Contributed by Lukas
Ted breaks down a recent viral video to highlight three important interviewing techniques shared at Capital Allocators University. Read Ted's blog h...
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
10 Nov 2025
Contributed by Lukas
Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced CIO overse...
[REPLAY] Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
10 Nov 2025
Contributed by Lukas
Matt Bank is the Deputy Chief Investment Officer at GEM, an OCIO that manages $12 billion for forty clients. GEM was founded in 2007 by investment lea...
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
06 Nov 2025
Contributed by Lukas
This Sponsored Insight features Dave Thornton, the Co-Founder and CEO of Vested, a venture secondaries platform that provides liquidity to the long ta...
Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
03 Nov 2025
Contributed by Lukas
Jeff Aronson is Co-Founder and Managing Principal of Centerbridge Partners, a $43 billion alternative investment firm he started in 2005 after two dec...
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
27 Oct 2025
Contributed by Lukas
Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co...
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
27 Oct 2025
Contributed by Lukas
Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture a...
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
27 Oct 2025
Contributed by Lukas
Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 mi...
Morgan Housel – The Art of Spending Money (EP.466)
20 Oct 2025
Contributed by Lukas
Morgan Housel is a bestselling author, partner at Collaborative Fund, and Board member of Markel. Morgan's work focuses on the intersection of human b...
[REPLAY] Morgan Housel – Same as Ever (EP.359)
20 Oct 2025
Contributed by Lukas
Morgan Housel is a partner at Collaborative Fund, blogger about behavior and money, and author of The Psychology of Money. The book has sold 4.5 milli...
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
20 Oct 2025
Contributed by Lukas
Morgan Housel is a partner at Collaborative Fund and one of my favorite writers about investing. Morgan recently released his first book, The Psycholo...
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
13 Oct 2025
Contributed by Lukas
John Graham is the President and CEO of Canadian Pension Plan Investment Board, or CPPIB, which oversees $730 billion Canadian ($530 billion USD) maki...
Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
09 Oct 2025
Contributed by Lukas
The movement of private wealth allocations to alternatives is one of the biggest questions impacting the future of private markets. Our Private Wealth...
Matt Spielman – Igniting Careers and Energizing Lives (EP.463)
06 Oct 2025
Contributed by Lukas
My guest on today's show is Matt Spielman, Founder and CEO of Inflection Point Partners, an executive coaching firm that works with leaders primarily ...
[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)
06 Oct 2025
Contributed by Lukas
Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financi...
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
29 Sep 2025
Contributed by Lukas
Mason Morfit and Rob Hale are the co-CEOs of ValueAct Capital, which manages $11 billion in public equities focused on the US and Japan. Since its fou...
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
25 Sep 2025
Contributed by Lukas
Jack Kokko is co-founder and CEO of AlphaSense, the market intelligence platform often described as "Google for finance." The company's 6,000 customer...
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
22 Sep 2025
Contributed by Lukas
Herb Wagner is the Managing Partner of Finepoint Capital, a $4 billion opportunistic value hedge fund he founded eleven years ago after spending fourt...
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
15 Sep 2025
Contributed by Lukas
Adrian Meli is the co-CIO of Eagle Capital Management, a 36-year-old firm that manages $34 billion using a style-agnostic, long-only strategy. Adrian ...
Ted on Alt Goes Mainstream (EP.458)
08 Sep 2025
Contributed by Lukas
Once in a while, I take a turn on the other side of the microphone and share it on our feed when I've said something different from what I have in the...
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
01 Sep 2025
Contributed by Lukas
This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leadi...
CIO Greatest Hits: Sovereign Wealth Funds – Geoffrey Rubin (CPPIB)
01 Sep 2025
Contributed by Lukas
This week's final Summer Series is a mega two-fer, Raphael Arndt from Australia Future Fund and Geoffrey Rubin from CPPIB. We packaged these two leadi...
CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)
25 Aug 2025
Contributed by Lukas
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)
25 Aug 2025
Contributed by Lukas
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)
25 Aug 2025
Contributed by Lukas
This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller fr...
CIO Greatest Hits: Private Equity – Mario Giannini (Hamilton Lane)
18 Aug 2025
Contributed by Lukas
This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan fro...
CIO Greatest Hits: Hedge Funds – Dan Fagan (GIC), Craig Bergstrom (Corbin Capital Partners), and Adam Blitz (Evanston Capital)
18 Aug 2025
Contributed by Lukas
This week's Summer Series is an asset class twofer covering hedge funds and private equity. The first is a hedge fund panel comprised of Dan Fagan fro...
CIO Greatest Hits: Public Pensions – Ash Williams (Florida SBA)
11 Aug 2025
Contributed by Lukas
This week's Summer Series is with Ash Williams, the former CIO of the Florida State Board of Administration, where he oversaw one of the largest state...
CIO Greatest Hits: Sovereign Wealth Funds – Nicolai Tangen (Norges Bank)
04 Aug 2025
Contributed by Lukas
This week's Summer Series is Nicolai Tangen, the leader of the largest sovereign wealth fund, Norges Bank Investment Management. Nicolai joined Norway...
CIO Greatest Hits: Single Family Offices – Steve Rattner (Willett Advisors)
28 Jul 2025
Contributed by Lukas
This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. W...
CIO Greatest Hits: Single Family Offices – Dawn Fitzpatrick (Soros)
28 Jul 2025
Contributed by Lukas
This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. W...
WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought
24 Jul 2025
Contributed by Lukas
The movies from my teenage years foreshadowed the topsy-turvy world of today's private equity industry. Back then, we heard of strange things afoot a...
CIO Greatest Hits: Endowments – Scott Wilson (WashU)
21 Jul 2025
Contributed by Lukas
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Sc...
CIO Greatest Hits: Endowments – Andy Golden (Princo)
21 Jul 2025
Contributed by Lukas
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Sc...
Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
17 Jul 2025
Contributed by Lukas
Ron Kantowitz is the Head of Private Debt for Invesco's Private Credit platform, where he leads a team that manages middle-market, senior secured, dir...
Tim Sullivan – Yale's Private Portfolio (EP.456)
14 Jul 2025
Contributed by Lukas
Today's show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overse...
WTT: A New Twist on an Old Bet with Buffett
09 Jul 2025
Contributed by Lukas
Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited f...
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
07 Jul 2025
Contributed by Lukas
Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood's talent business and built the most powerful for...
[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
07 Jul 2025
Contributed by Lukas
Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Al...
[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
07 Jul 2025
Contributed by Lukas
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and inves...
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
30 Jun 2025
Contributed by Lukas
Today's episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, port...
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
23 Jun 2025
Contributed by Lukas
Hugh MacArthur is the Chairman of Bain & Company's Global Private Equity Practice, which he helped found more than thirty years ago. Hugh's consulting...
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
16 Jun 2025
Contributed by Lukas
Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spe...
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
12 Jun 2025
Contributed by Lukas
Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capi...
David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
09 Jun 2025
Contributed by Lukas
David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $1...
[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
09 Jun 2025
Contributed by Lukas
Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise softwa...
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
02 Jun 2025
Contributed by Lukas
Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, priva...
[REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329)
02 Jun 2025
Contributed by Lukas
Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, includi...
Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
29 May 2025
Contributed by Lukas
Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively...
[REPLAY] Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
29 May 2025
Contributed by Lukas
Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-...
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
26 May 2025
Contributed by Lukas
Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternat...
WTT: The Hardest Day to Invest is Always Today
22 May 2025
Contributed by Lukas
In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today. Allocators can ...
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
19 May 2025
Contributed by Lukas
Eric Mogelof is the head of Global Client Solutions at KKR, one of the world's leading alternative asset firms with roots in private equity dating bac...
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
15 May 2025
Contributed by Lukas
James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under man...
[REPLAY] Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
15 May 2025
Contributed by Lukas
Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug ...
John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
12 May 2025
Contributed by Lukas
John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world's largest global wealth manager with $6 trillion in as...
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
05 May 2025
Contributed by Lukas
Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of priva...
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
28 Apr 2025
Contributed by Lukas
Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave d...
[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
28 Apr 2025
Contributed by Lukas
Original Release Date: 08/29/2022 On today's show we'll discuss a classic empty room – an opportunity ignored by most investors. In this case, we...
WTT: What it Takes to Raise Capital
24 Apr 2025
Contributed by Lukas
No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to...
Ben Forman – Unlocking Blockchain's Potential (EP.441)
21 Apr 2025
Contributed by Lukas
Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digita...
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
21 Apr 2025
Contributed by Lukas
Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance ac...
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
14 Apr 2025
Contributed by Lukas
Last week was one of the most volatile in market history. In the last twenty-five years, it's likely matched only by the pandemic and Global Financial...
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
14 Apr 2025
Contributed by Lukas
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital...
[REPLAY] Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
14 Apr 2025
Contributed by Lukas
Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently publis...
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
14 Apr 2025
Contributed by Lukas
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that w...
Howard Marks – Navigating Private Credit (EP.439)
07 Apr 2025
Contributed by Lukas
Howard Marks is a renowned investment thinker and the co-founder and co-chairman of Oaktree Capital Management, a leading global investment firm overs...
WTT: Private Equity Investing in 2030
02 Apr 2025
Contributed by Lukas
This WTT – PE Investing in 2030 - takes a look at the playbook for investing in private equity and how the current period of liquidity challenges mi...
Meghan Reynolds – Art of Capital Formation (EP.438)
31 Mar 2025
Contributed by Lukas
Meghan Reynolds is Partner and Head of Capital Formation & Talent at Altimeter Capital, a leading technology-focused investment firm founded by Brad G...
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching
27 Mar 2025
Contributed by Lukas
We are excited to launch our latest initiative - Capital Allocators Coaching. We've brought together a team of retired CIOs and asset management exe...
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
24 Mar 2025
Contributed by Lukas
Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investme...
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
17 Mar 2025
Contributed by Lukas
Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long o...
Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
10 Mar 2025
Contributed by Lukas
Shannon O'Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create ...
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
03 Mar 2025
Contributed by Lukas
David Zorub is the Founder and CIO of Parsifal Capital Management, a $1.5 billion hedge fund that invests in a concentrated portfolio of longs and sho...
[REPLAY] David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
03 Mar 2025
Contributed by Lukas
David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding Parsifal, Dave spent fifteen years...
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
24 Feb 2025
Contributed by Lukas
Brett Barth and Evan Roth are co-founders and Co-CEOs of BBR Partners, a multi-family office that oversees $32 billion on behalf of 180 families and i...
[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
24 Feb 2025
Contributed by Lukas
Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episod...
WTT: Will Blackstone Become Private Equity's Millennium?
21 Feb 2025
Contributed by Lukas
What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of mo...
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
17 Feb 2025
Contributed by Lukas
Michael Choe is the CEO and Co-Head of Flagship private equity strategy at Charlesbank Capital Partners, a $22B manager of middle-market private equit...
Ian Charles - Private Equity's New Rules (EP.431)
10 Feb 2025
Contributed by Lukas
Ian Charles is a founding partner at Arctos Partners, a $10 billion private equity firm that strives to create valuable solutions to complex problems....
[REPLAY] Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
10 Feb 2025
Contributed by Lukas
Ian Charles and Doc O'Connor are the Co-Founders and Managing Partners of Arctos Sports Partners, a private equity firm dedicated to buying minority s...
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
03 Feb 2025
Contributed by Lukas
Anthony Pompliano is an entrepreneur, media creator, and investor who has built one of the largest audiences of DIY investors. His following canvasses...
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
27 Jan 2025
Contributed by Lukas
Mitchell Green is the founder and managing partner of Lead Edge Capital, a growth equity firm with $5 billion in assets that invests in software, inte...
WTT: When Will Private Markets Normalize?
22 Jan 2025
Contributed by Lukas
Could 2025 be the year private equity fund flows return to normal? No. Not yet. Ted explains why in his latest post. Read Ted's blog here. Editing a...
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
20 Jan 2025
Contributed by Lukas
When you think of the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton come to mind. After a recent epis...
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
16 Jan 2025
Contributed by Lukas
Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group...
Donald Miller - Building a Story Brand (EP.426)
13 Jan 2025
Contributed by Lukas
Donald Miller is the CEO of StoryBrand and author of ten books that have collectively spent more than a year on New York Times Bestseller lists. Don h...
Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425)
06 Jan 2025
Contributed by Lukas
The beginning of a new year brings with it time for reflection and the renewal of rituals. We reflect on our personal and professional lives, set goal...
Top 5 of 2024: #1: Scott Bessent - EP.415
03 Jan 2025
Contributed by Lukas
We're counting down the top 5 episodes of 2024. The top episode this year is perhaps the most timely of our 500 as well. It's Episode 415 with Sc...