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Steve Novakovic discusses the transformative shift from strategic asset allocation to the Total Portfolio Approach (TPA), highlighting governance changes, evolving market dynamics, and the implications for institutional investors, private markets, and alternative investments.
Mark Sotir discusses Equity Group Investments' approach of having an owner's mindset, focusing on protecting downside risk, generating consistent cash flow, and creating long-term value by helping family and founder-owned businesses scale and evolve through patient capital and strategic operational support.
A deep dive into alternative investing reveals that infrastructure, behavioral considerations, and thoughtful portfolio construction matter more than fund selection, with a focus on reducing friction, managing illiquidity, and creating investor-friendly structures that encourage long-term allocation across vintages.
In this episode, Alex Tonelli discusses how Endurance, a family office for three entrepreneurs, evolved from a startup holding company to a highly structured investment vehicle by applying first-principles thinking, focusing on vintage diversification, and avoiding institutional investment pitfalls.
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.
In this episode, Alexander Russ from Evercore discusses the psychology of LP decision-making, emphasizing how great GPs differentiate themselves through narrative, early momentum, and credibility when raising capital in the competitive private markets of 2025.
Peter Madsen, CIO of Utah's SITFO, discusses building a sovereign wealth fund from scratch, focusing on factor-based investing, mean reversion, venture capital strategy, and leveraging AI tools to streamline investment due diligence.
A fascinating conversation with David Rubenstein exploring his journey from a modest background to becoming a successful private equity leader, philanthropist, and interviewer, delving into leadership, investing, history, humility, and the pursuit of happiness.
Julia Rees Toader shares insights from her decade advising top CIOs at Goldman Sachs, revealing how the world's best investors balance technical analysis with gut instinct, emotional intelligence, and idiosyncratic risk-taking.
Dan Ivascyn discusses the changing fixed income landscape, the potential for bond investments in 2025, and the opportunities in global markets amid evolving economic and political conditions.
Lee Edward Smith and Katherine Aguilar share their inspiring journey from professional Latin dancers to successful real estate investors and event producers, demonstrating how passion, networking, and collaboration can transform entrepreneurial dreams into a multi-industry empire.
Flex, an AI-native private bank for middle market business owners, raised a $60 million Series B and launched Flex Elite, a personal banking product that aims to provide a comprehensive financial platform spanning business and personal finance for high-net-worth entrepreneurs.
Dan Wertman from Noetica discusses how AI is being used to analyze credit market deal terms, revealing a "flight to fortification" with lenders increasingly adding structural protections amid potential market distress and complex AI-related financing structures.
A deep dive into how Liquid LP provides NAV loans that allow LPs to unlock liquidity from their private fund positions without selling at a discount, exploring loan structures, underwriting processes, and the platform's approach to serving high-net-worth individuals, family offices, and institutions.
Robert Smith from the Financial Times breaks down the $12 billion bankruptcy of First Brands Group, revealing a complex web of off-balance-sheet financing, potential invoice fraud, and the growing concerns in the private credit market.
A comprehensive exploration of private equity's evolving landscape, focusing on the challenges of large buyouts and the potential opportunities in the lower middle market, while examining broader investment principles and market dynamics.
The episode explores how institutional investors like Alan McKnight manage capital across different client types, focusing on the importance of liquidity, structural alpha, and process-driven decision-making in building durable long-term investment returns.
Jeffrey Gundlach discusses his bearish outlook on financial markets, warning of potential crises in private credit, overvalued assets, and unsustainable US government debt, while recommending investors diversify with non-US assets, gold, and cash.
A detailed conversation with Satish Mansukhani of Rithm Capital explores the firm's diverse real estate and credit investment strategies, focusing on mortgage servicing, commercial real estate trends, and the evolution of asset-based finance in the current market landscape.
Giuseppe Infusino discusses how InvestBev is transforming whiskey barrels into an institutional alternative asset class with unique investment characteristics and potential for asymmetric returns.
Chris Naugle reveals how entrepreneurs and investors can become their own bank using specially designed whole life insurance, unlocking a strategy to recapture interest, build wealth, and create financial freedom through mathematical principles of infinite banking.
Two straight tech entrepreneurs buy Grindr from Chinese owners, turn around its struggling business, and take it public for $2 billion within two and a half years.
A deep dive into Future Standard's approach to private equity investing, focusing on capital allocation, manager selection, and the evolving landscape of alternative investment structures across institutional and wealth channels.
Avi Muchnick discusses his journey from lawyer to private equity investor and co-founder of Cresset, a $70 billion AUM wealth management firm focused on serving ultra-high net worth clients. He shares insights on private equity evolution, investment strategies, relationship-building, and creating a unique client-centric business model that optimizes both wealth and lifestyle.
Here's a two-sentence description for the episode: Justin Ishbia, founder of Shore Capital, discusses his systematic approach to private equity, focusing on acquiring and improving micro-cap businesses in various industries through a highly structured, replicable process. The conversation explores Shore Capital's unique strategy of building platforms in inefficient markets, emphasizing operational excellence, talent development, and creating value through consolidation and scale.