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Deepak Sindwani shares how Wavecrest Growth Partners deliberately caps its fund size at $450M, prioritizes building trusting relationships with founders, and focuses on helping growth-stage B2B tech companies scale from $5M to $50M in revenue through strategic partnership and collaborative value-add.
A deep dive into trust structuring reveals how billionaires can preserve family wealth, enable their children's opportunities, and minimize taxes by carefully selecting an independent trustee who understands family dynamics and provides long-term strategic guidance.
Brent Beshore discusses Permanent Equity's unique $350M investment approach, focusing on long-term, debt-free ownership with 30-year fund horizons, prioritizing business legacy, cultural continuity, and meaningful relationships over traditional private equity's short-term, high-leverage strategies.
Hamilton Reiner, JPMorgan's CIO of US Core Equity, discusses how options can be used to create investment discipline, manage risk, and help investors stay invested through market volatility by providing downside protection and income generation.
Pete Kadens shares his journey of building Green Thumb Industries from scratch into a multibillion-dollar cannabis company by focusing on unsexy strategies, targeting overlooked markets, and creating an ownership culture that prioritizes profitability, employee empowerment, and social impact.
A discussion with John Caruso from Franklin Templeton about their strategic approach to private markets, emphasizing long-term partnership, diversification, and growth across institutional and retail channels.
Sid Malhotra shares insights from his investment journey at Cactus Capital, discussing his approach to long-term investing, managing a single family office, and lessons learned from working at Citadel and Pritzker Group.
Here's a concise two-sentence description of the episode: In this episode, Alan from IEQ Capital discusses sophisticated investment strategies for high net worth individuals, emphasizing the importance of understanding personal risk tolerance, diversification, and maintaining a balanced portfolio across various asset classes. The conversation covers key topics such as private credit, opportunistic investing, managing national debt, and the role of emerging assets like cryptocurrency in a well-structured investment approach.