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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 Start a Hedge Fund? and had just started his podcast. Since then he has written two more books, Capital Allocators and today’s topic Private Equity Deals and now has one of the top investment podcasts in the world, with over 400 episodes. Private Equity Deals is a set of engaging case studies derived from his podcast series, and is an excellent and detailed read, delving deeply into fifteen different deals.
Ted Seides is the host of Capital Allocators, which includes podcasts, gatherings and advisory. He was formerly co-founder of Protege Partners, which was a leading multi-billion dollar hedge fund seeder, where he was President and co-CIO. Ted is also well known for his famous bet with Warren Buffett, a charitable wager pitting hedge funds against the S&P 500. Ted began his career under the tutelage of David Swensen at the Yale University Investments office. Ted graduated with honors from Yale and received an MBA from Harvard Business School.
I’m grateful to Ted for getting me into podcasting. He told me it was fun and easy and you get to talk to really interesting people, and he was absolutely right. Please enjoy my conversation with Ted Seides.
Private Equity Deals: https://www.amazon.com/Private-Equity-Deals-dealmaking-professionals/dp/1804090735
Capital Allocators on Apple Podcasts: https://podcasts.apple.com/us/podcast/capital-allocators-inside-the-institutional/id1223764016
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: circulus.substack.com
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
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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 2018.
Greg and I discuss the pivotal Lehman weekend in September of 2008 when he was instrumental in the sale of Merrill Lynch to Bank of America, his thoughts on organic growth and mergers in wealth management, the founding of Rockefeller Capital with Viking and building on the legacy of the Rockefeller family office, growing from $18 billion to $140 billion in six years, the importance of horizontal connectivity in a large organization and his belief that nice guys can finish first.
Prior to Rockefeller, Greg was the President of Morgan Stanley Wealth Management and Morgan Stanley Investment Management. Before joining Morgan Stanley in 2010, he served as President and Chief Operating Officer of Merrill Lynch, and previously ran Merrill’s Global Investment Banking business. Greg joined Merrill Lynch as an investment banker in 1992. He had also been a principal at Booz Allen Hamilton. Greg is a Phi Beta Kappa, summa cum laude graduate of Colgate University with a bachelor’s degree in Economics. He received his J.D. from Yale Law School.
Please enjoy my conversation with Greg Fleming.
WEBSITE: https://www.rockco.com/bios/gregory-j-fleming/
If you like these discussions, please subscribe or leave a review.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://circulus.substack.com/
REQUEST AN INVITE TO OUR FALL SUMMIT: https://forms.gle/YNesjsJb8rwuzkW5A
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 private credit market, the evolution of the industry, his first job at Drexel, working at Carlyle and then going out on his own to start Churchill from scratch. We also discuss the nuances of the art of the covenent and finish with Ken’s desert island discs.
Ken started his career in M&A at Drexel Bernham Lambert, founded the high yield finance business at Chase Securities, and was head of leveraged finance at RBC as well as Indosuez Capital. He was president and CEO of Churchill Financial group, which was sold to Carlyle where he served as a Managing director before starting Churchill Asset Management. Ken graduated magna cum laude from Georgetown and has a JD from Northwestern.
Please enjoy my conversation with Ken Kencel.
WEBSITE: https://www.churchillam.com
If you like these discussions, please subscribe or leave a review.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://circulus.substack.com/
We are hosting our first family office event in New York on September 19th, 2024. If you are are a single family office and would like to attend, you can request an invite below. We are happy to have Steve Tananbaum of GoldenTree, Zoe Cruz of Menai Financial and Torsten Slok of Apollo joining us, and will be covering private equity, fintech and the global macro outlook. I hope you can join us.
REQUEST AN INVITE TO OUR FALL SUMMIT: https://forms.gle/893q6qEXZEvVigSM7
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 legal family, but his path diverged from the expected, fueled by a desire to carve his own niche. He told me, “I think you see this with sons and daughters of successful parents," he mused. "One path is to follow in the same direction, the other is to go in one's own direction. And I chose that."
This decision led him westward, where he immersed himself in the ever-evolving realm of investments, including a side trip to Hanoi. We talk about what makes an effective consultant, the burgeoning OCIO business, what he learned from legendary founder Dennis Tito, and the transformation Wilshire underwent following its acquisition by Motive and CC Partners, where Schwarz played a pivotal role in streamlining previously siloed divisions.
Jason joined Wilshire in 2005 and has held a number of increasingly senior roles within the firm, including establishing Wilshire as a leading provider of investment solutions for financial intermediaries, advisors and their clients and ultimately overseeing all of the firm’s business segments. Jason holds a BA in Government from Hamilton College and an MBA from the Marshall School of Business.
Please enjoy my conversation with Jason Schwarz.
WEBSITE: https://www.wilshire.com/
If you like these discussions, please subscribe or leave a review.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 Port Washington to the White House, navigating the cutthroat world of Wall Street and politics, adapting his investment style to survive, and the importance of non-transactional networking.
Anthony Scaramucci is the founder and managing partner of SkyBridge Capital and founder and chairman of the SALT conference. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs.
Scaramucci briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and as White House Communications Director in 2017. He is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books.
and he holds a BA in Economics from Tufts University and a JD from Harvard Law School.Please enjoy my conversation with the always engaging Anthony Scaramucci.
SkyBridge Capital: https://www.skybridge.com/
X: @Scaramucci
From Wall Street to the White House and Back: The Scaramucci Guide to Unbreakable Resilience
If you like these discussions, please subscribe or leave a review.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 found out on the Business Breakdowns podcast last year that Harvard Business School Publishing is larger than Forbes, and two that I’ve also always been curious about how case studies are actually written. Anyone who has done security or competitive analysis will appreciate the level of detail that goes into a case.
This is similar to the great conversation I had last year with Paul Edelman, who has developed psychological tests to find talent for leading hedge funds. I would encourage you to listen to that one if you haven’t, Paul is great at breaking down conceptual thinking.
Cases are used to teach decision making and business reasoning for analysts, business owners, consultants and investors, but what are the decisions that go into the cases themselves and why are they such a good tool for teaching this mode of thought? What I found was intriguing and in some ways pleasantly surprising, and Carin was great fun to talk to. Please enjoy our discussion.
Carin-Isabel Knoop is the Executive Director of the Harvard Business School Case Research and Writing Group which she began in 1995. Previously she was a consultant at McKinsey and Price Waterhouse Coopers. Carin has her bachelors summa cum laude in Government, Economics and International Relations from the University of Texas at Austin and an MBA from Harvard Business school with honors. She is also a very active writer on Medium and where she writes about creating better workplaces.
https://carinisabelknoop.medium.com/
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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 Jack Meyer, his thoughts on the evolution of private equity, the growth of THL, how the firm is structured, his top metrics and how to find new areas of growth.
Scott is Co-CEO and co-chair of the firm’s management committee. Prior to joining Thomas H. Lee Partners, Scott was, for more than a decade, managing partner of the affiliate of Harvard Management Company that managed all alternative asset classes for Harvard University’s endowment fund. Before that he was a Senior Consultant with the Boston Consulting Group.
Scott is involved with a number of charitable and non-profit organizations. He is Chairman of MassGeneralBrigham, the Parent of the Harvard teaching hospitals, Massachusetts General Hospital and Brigham & Women’s Hospital. He is Chairman Emeritus of the CitiCenter for Performing Arts and Wang Theater.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 of directors and chairman of the firm’s internal investment committee.
We talk about starting the business with his father, Carl Tiedemann, the former president of DLJ, spinning up a wealth manager from scratch after the dot-com collapse, the importance of having an operator mentality, finding great talent, and Mike’s thoughts on venture, private debt, growth in the wealth management space and being deliberate.
Michael began his career working for Tiedemann Investment Group (TIG) as an emerging markets research analyst. In 1994, he joined the equity research group at Banco Garantia, one of Brazil’s leading investment banks, living in Brazil for two years. Later, Michael ran their equity sales and trading operations out of New York, where he worked closely with Garantia’s top-ranked hedge fund-of-fund group. In 1998, when Credit Suisse acquired Garantia, he remained there, heading up their sales trading efforts for Latin America, until he left to start Tiedemann Advisors in 2000.
Michael has been a selected speaker at a number of financial and regulatory associations around the country. In 2012, the Henry Street Settlement honored Michael for his contribution to charitable causes, and most recently in 2017 Michael received the Impact Award for his contribution to fighting poverty by the River Fund of New York. Michael received a Bachelor of Arts degree in psychology from Ohio Wesleyan University.
If you like these discussions, please subscribe or leave a review. Please enjoy my excellent talk with Mike Tiedemann.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 advantages of scale, and the importance of having a sleep coach. Please enjoy my talk with Alex Chaloff.
Alex Chaloff is the Chief Investment Officer of Bernstein Private Wealth Management. Before his current role, he served as head of Alternative Asset Strategies. Alex was also a Senior Investment Strategist and Co-head of Bernstein’s Private Client Investment Policy Group, the decision-making body for the private client business. The PCIPG provides asset allocation, investment, and risk management advice for high-net-worth clients, endowments, and foundations. Before joining Bernstein in 2005, he was a managing director at Wilshire Associates, serving on the firm’s investment committee. At Wilshire, Alex structured the investment programs of Fortune 500 companies and developed the portfolio construction for multiple mutual fund complexes, serving as Chief Financial Officer for several fund families. Prior to that, he worked in fund accounting operations at a global custodian in Boston. Alex earned a BA in government and politics from the University of Maryland, College Park, and an MBA with a concentration in finance from the Marshall School of Business at the University of Southern California.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 several influential papers over the years, and makes some intriguing and provocative points. We go into the mechanics of the wealth management business, how to find talent, discuss the ten-year acquisition spree in the industry, and the challenges of a wealth management business which is transitioning from a club-like place to one that is far more competitive.
Mark is currently CEO of Digital Privacy and Protection, a cybersecurity company. He was the Chairman and CEO of Fiduciary Network, a well know firm that provided capital for internal transitions, acquisitions, and MBOs of Registered Investment Advisors. Prior to that he was CEO of Undiscovered Managers, a mutual fund company, and started out at Goldman Sachs. Mark was educated at the United States Military Academy at West Point and has an MBA from Stanford.
Digital Privacy and Protection: https://www.dpripro.com
Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry: https://www.dpripro.com/research/yhxohtca3dvhxbc69uh2xqhgi5ynen-jzsww
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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; worked at KKR when it was still a small firm and grew along with it; and then left to start his own company in 2016 called Moonfare - which is a private equity investing platform making top-tier funds available to retail and institutional investors at lower minimums. Steffen got his bachelor’s degree from the University of Mannheim with high distinction and his PhD in Economics from the University of Trier.
We talk about his exciting educational and entrepreneurial journey, what KKR was like when it all fit in one room, the challenges of starting a company and getting initial traction, the technological challenges of building a private equity platform, and what he thinks about the future of the space.
Please enjoy my interview with Steffen Pauls.
Moonfare: https://www.moonfare.com/us
Twitter: https://twitter.com/steffenpauls
Moonfare Deal Talk: https://podcasts.apple.com/il/podcast/deal-talk-interviews-with-private-equity-leaders/id1689571193NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 at Truuvo partners and now heading up Lazard’s family office partners. Casey and I talk about the many lessons she learned from David Swensen, and I especially liked her stress on getting alignment with all the players in an investment program. We also talk about the importance of the right frameworks, private investments, letting go of managers and dealing with customized portfolios for wealthy clients.
Please enjoy my interview with Casey Whalen.
Full Bio:
Casey Whalen is the Managing Director, Head and CIO of Lazard Family Office Partners. She was previously CEO and CIO at Truvvo partners, a $3.8 B OCIO manager of family wealth and was CIO of the New York Public Library before that. She was Director of Public Investments for Rockefeller University and began her investment career at the Yale University Investments Office under David Swensen. She is a graduate of Yale University where she studied economics. She serves on the Investment Committee of the Rockefeller Family Fund.NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Lazard Family Office Partners: https://www.lazardassetmanagement.com/us/en_us/references/lazard-family-office-partners
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2024 Joe Reilly
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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 to catch up with Ryan to get a look under the hood of a rapidly growing B2B SaaS company tackling one of asset management’s persistent back office issues such as K-1s and capital calls, as well as a look at how their focus on product and customer experience can help you stand out in the burgeoning fintech space. As someone who has personally struggled from the deluge of unstructured data in a family office, I am always interested in how technology can solve this ultimate of pain points in a family office or RIA, and Ryan and his team are on the cutting edge of applying new technology, including AI to this area. We hear his founder story and how he and his co-founders Jason Trigg and Joel Stein have approached pricing, market fit, handling data, and all the different types of customers and their individual challenges. Right after we recorded this interview, Arch closed a $20 million Series A led by Menlo Ventures, with Craft Ventures, Quiet Capital, Citi Ventures, and Focus Financial joining. The group has over 200 customers managing over $60 Billion.
Ryan Bio:
Ryan Eisenman is the co-founder and CEO of Arch, a digital solution for managing private-market assets like private equity, venture capital, and real estate. What started as a solution for collecting K-1s is now used to automate portfolio management and analysis by over 200 institutional clients, private offices, and investment advisors, including one of the three biggest US banks. Ryan is a Houston native, graduated from Vanderbilt University with a degree in Human and Organizational Development, and lives in New York City, where Arch is based.
WEBSITE: arch.co
FOLLOW RYAN: https://twitter.com/Ryeisenman
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2023 Joe Reilly
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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 guy, and has been thinking deeply about managers and portfolios for over thirty years. John trained recruits at Paris Island, worked at Goldman, and left with no clients to become a pioneer in what came to become the OCIO business. We discuss prediction markets, what he learned from the Mellon family office, and his concept of looking for an “uninterrupted chain of logic.”
Jon is a regular commentator on national media and is best known for his role in pioneering the outsourced CIO (OCIO) model for families and institutions. Prior to founding Hirtle Callaghan, Jon worked at Goldman Sachs advising family groups and institutions on investment strategy and securities selection. Previously, he served as an officer in the United States Marine Corps. He earned his B.S. and M.B.A. degrees from the Pennsylvania State University.
Please enjoy my interview with Jon Hirtle.
Full Bio:
Founder and Executive Chairman of Hirtle, Callaghan & Co.
In his role as Executive Chairman, Jon continues his intense focus on producing ever-better net outcomes for clients. Working closely with the Hirtle Callaghan Investment Strategy Group, he developed the firm’s investment philosophy which he distilled into four cornerstone principles. Jon appears regularly on national broadcast networks including CNBC, Fox Business, and Bloomberg Television. He is highly sought after for his commentary on investing and was dubbed the "Oracle of Outsource" by Pensions & Investments as Hirtle Callaghan is best known for his role in pioneering the outsourced CIO (OCIO) model for families and institutions. Prior to founding Hirtle Callaghan, Jon worked at Goldman Sachs advising family groups and institutions on investment strategy and securities selection. Previously, he served as an officer in the United States Marine Corps. He earned his B.S. and M.B.A. degrees from the Pennsylvania State University.
Hirtle Callaghan & Co: https://www.hirtlecallaghan.com
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2023 Joe Reilly
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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 investors of all stripes. Szilagyi spent most of his career with Stanley Druckenmiller at Duquesne Capital. He was co-CIO of global macro at Lombard Odier and also managed portfolios at Fortress under Michael Novogratz. Jan has a Ph.D. in economics from Harvard, and BA and MA degrees in mathematics and economics from Yale.
I was very eager to talk to Jan about his cutting-edge work of actually applying artificial intelligence to help portfolio managers and analysts. When I first met Jan three years ago, he was already ahead of the curve in using advanced models to digest huge amounts of investment data and prices in a way that was useful and didn’t require data science training to use. We talk about Jan’s experience at Duquesne and Fortress, the founding of Toggle AI, how to think about how AI is being applied to the financial world, hiring AI talent, and how to speed run a Ph.D. Please enjoy my excellent conversation with Jan Szilagyi.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
ToggleAI: https://toggle.ai
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, then do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2023 Joe Reilly
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Stan Miranda is the Co-Founder and Chairman of Partners Capital, a global OCIO with $50 billion under management. Stan was previously a longtime director at Bain and chairman of their Worldwide Executive Committee and a co-founder of Evolution Global Partners, a venture capital firm affiliated with Kleiner Perkins and TPG.
I was interested to talk to Stan about the very interesting DNA of Partners, and how they engage with their very talented clients, many of whom are private equity partners, endowment heads, and substantial family offices.
Stan has thought deeply about the Endowment Model and has written many excellent white papers for Partners, some of which we discuss. We cover the upcoming energy transition and why the route is not Net Zero, how he combined strategic thinking and analysis with the endowment model into the playbook they used to start Partners, how private equity partners manage their own personal money, and the transitions they go through in their own lives, and how Stan thinks about alternatives to alternatives. Please enjoy my excellent conversation with the engaging Stan Miranda.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
FULL BIO:
Stan Miranda founded Partners Capital in 2001 and is Chairman of the firm’s Board of Directors. He was previously the Chief Executive Officer from 2001 until June 2020 and also held the Chief Investment Officer position until 2016. He is a member of the firm’s Global Investment Committee and has been the senior advisor to the Private Equity asset class team since the firm’s founding. Previously, Stan was a Co-Founder and Managing Director of Evolution Global Partners, a Kleiner Perkins, and TPG affiliated venture capital firm; Director of Bain & Company and member of its Worldwide Executive Committee (Chairman in 1997-98); member of Bain & Company’s Private Equity Practice and Private Equity Investment Committee member; and Certified Public Accountant. Stan holds an MBA from Harvard.
Partners Captial White Papers: https://partners-cap.com/insights/
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, then do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2023 Joe Reilly
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Paul Edelman is a psychologist who has worked with some of the world’s most successful hedge fund managers. Today we take a deep dive into how psychological techniques can be used to look for investment managers, how Paul applied what he learned from great mentors to filter for the investment management skill set, the importance and uncovering of conceptual and probabilistic thinkers, and why you shouldn’t use Myers Briggs. We get a bit into some very interesting weeds including some history of psychology and analytical concepts, but Paul has a great way of tying it all together to more deeply understand how people think about markets and interact with each other in high-pressure situations.
Please enjoy my fascinating conversation with Paul Edelman.
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Paul Edelman is a coach and facilitator at Edelman & Associates in Boston, who helps individuals, families, and family businesses to be more effective in achieving their goals.
He especially enjoys working with family enterprise members on developing the collaborative problem-solving and decision-making skills needed for success in family and business leadership and governance roles.
Paul holds a BS in Physics from MIT and a PhD in Personality and Developmental Psychology from Harvard University where his teaching and research focused on group dynamics. More information is available at
CONNECT:linkedin.com/in/pauledelman.
WEBSITE: https://www.edelmancoaching.com/
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Psychologists mentioned in the podcast: Robert Freed Bales (SYMLOG), and Elliott Jaques.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247
If you like this show, then do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
©2023 Joe Reilly
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Rebecca Patterson was most recently Chief Investment Strategist at Bridgewater Associates where she was on the Executive Committee and was a frequent author of Bridgewater’s Daily Observations. Previously, she was CIO of Bessemer Trust, overseeing $85 billion in client assets. Before joining Bessemer, she worked globally for JP Morgan where she was Chief Investment Strategist and ran the private bank’s global currency and commodity trading desk. Rebecca actually started out as a journalist for the St. Petersburg Times and Dow Jones. Rebecca is a member of the Council on Foreign Relations and is Chair of the board of the Council for Economic Education.
Investors and policy makers all want to hear what Rebecca thinks, but today we discuss how she thinks. How she does her analysis of the markets and economic issues, how she wrote the Daily Observations at Bridgewater, and how her experience in journalism taught her to rapidly assimilate data and opinion to form a coherent and useful narrative. Please enjoy my engaging conversation with Rebecca Patterson.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
COUNCIL FOR ECONOMIC EDUCATION: https://www.councilforeconed.org
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Rebecca Patterson was most recently Chief Investment Strategist at Bridgewater Associates. In this capacity, she helped shape the firm’s agenda for researching and building systematic strategies to trade global financial markets and was responsible for overseeing the development of new investment solutions. Rebecca was a frequent author of Bridgewater’s Daily Observations and met regularly with investors and policymakers. She was also a member of Bridgewater’s Executive Committee, Investment Committee, and Commercial and Business Strategy Committee, in addition to being a Partner and helping to lead the firm’s Diversity & Inclusion (D&I) efforts.
With more than 20 years of investment management experience, Rebecca came to Bridgewater after serving as Chief Investment Officer at Bessemer Trust, where she oversaw $85 billion in client assets. She was also a member of the firm’s Management Committee and helped launch its D&I Committee. Before joining Bessemer in 2012, she spent 15 years at JP Morgan where she worked as a researcher in the firm’s investment bank in Europe, Singapore, and the US. She also served as a Chief Investment Strategist in the firm’s asset management arm and ran the private bank’s global currency and commodity trading desk.
Rebecca is currently a member of the Council on Foreign Relations and the Economic Club of New York and is Chair of the Board of the Council for Economic Education. She is on the board of directors of the Bretton Woods Committee. She has served on the New York Federal Reserve’s Foreign Exchange and Investor Advisory Committees and served on and chaired the University of Florida’s Investment Corporation’s Advisory Board. Rebecca has been named to American Banker’s Most Powerful Women in Finance for six consecutive years. She holds an MBA from New York University, an MA in International Relations from The Johns Hopkins University School of Advanced International Studies, and a BS in Journalism from the University of Florida. She is married and has two teenage girls.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
If you like this show, then do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
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Mark Anson, CEO and CIO of Commonfund, is in a unique position to compare and contrast the different investment styles of pension funds, endowments, family offices, and traditional asset managers. We talk about his interesting background starting at Salomon Brothers, then running investments for CalPERS, the Bass Family Office, Nuveen, and Commonfund, why real “trade ticket experience” is necessary to become a good manager, his thoughtful and extensive research into measuring performance - including his practical concept of “lagged beta”, and what type of shoes you need in London. Please enjoy my intriguing conversation with Mark Anson.
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Mark Anson is the Chief Executive Officer and Chief Investment Officer of the Commonfund and Chairman of the Board of Commonfund Capital Inc. and Commonfund Asset Management Company. Previously, he was the President and Chief Investment Officer for the Bass Family Office of Ft. Worth, Texas which was recognized as Family Office of the Year for 2014 & 2015. He was the President and Global Head of Investment Management at Nuveen Investments, a full-service asset management company with over $900 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive Officer and Chief Investment Officer for the British Telecom Pension Scheme (BTPS), the largest institutional investor in the UK with assets of £65 billion. In addition, Mark was the CEO of Hermes Pensions Management in London, a £55 billion asset management company that is wholly owned by the BTPS. Prior to joining BTPS, he served as the Chief Investment Officer of the California Public Employees' Retirement System, the largest institutional investor in the United States with over $300 billion in assets. Mark is currently the Chairman of the Investment Committee for the $65 billion UAW Medical Benefits Trust. He also serves on the Law Board of the Northwestern University School of Law, and the Board of the Toigo Foundation. He is the only person to serve on the Board of Governors for both the CFA Institute and the CAIA Association. He was an inaugural member of the SEC Investor Advisory Committee and the Chairman of the Board for the International Corporate Governance Network.
Mark has published over 100 investment articles in professional journals and has won three Best Paper Awards. He is the author of five financial textbooks including the Handbook of Alternative Assets, which is the primary textbook used for the Chartered Alternative Investment Analyst program. Mark earned a B.A. in Economics and Chemistry from St. Olaf College, a Ph.D., and Masters in Finance from Columbia University Graduate School of Business, and a J.D. from Northwestern University School of Law, all with honors. He has also received several industry awards in recognition of his leadership in asset management including the Lifetime Achievement Award in Pension Fund Management from Plan Sponsor. Last, Mark has earned the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Public Accountant, and Chartered Global Management Accountant professional degrees, and he is a Member of the Law Bar of New York and Illinois.
TWITTER: https://twitter.com/commonfundorg
WEBSITE: https://www.commonfund.org
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247
If you like this show, then do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
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Today we are speaking to Logan Allin, founder and managing partner of FinVC, a global fintech firm investing in B2B SaaS companies with over $1 billion in assets under management. Prior to founding FinVC, Logan was a vice president at SoFi Ventures and has had advisory and operating roles at Light Street Capital, Formation 8, Zanbato, Addepar, Point Finance, and ONEHOPE. He began his career in consulting for Capgemini and held leadership positions at PWC, City National Bank, and Atlantic Trust. Logan was educated at Duke and Stanford.
We talk today about Logan’s interesting career, his outlook for fintech, why he only invests with experienced founders, and why he avoids social media. Logan is one of my favorite people to go to for deep insights, and I’m sure you will enjoy today’s discussion.
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Logan is the Managing Partner & Founder of Fin Capital. He is responsible for managing the firm, sourcing/making investments, maintaining board responsibilities, and adding operating value across the portfolio. Logan was most recently Vice President of SoFi Ventures, where he was tasked with investing in and working hands-on with FinTech companies and running SoFi’s accelerator and corporate development efforts.
Before SoFi, Logan focused on entrepreneurial advisory and operating roles at Light Street Capital, Formation 8/Group, Zanbato, Addepar, Point Finance, Price, BridgeAthletic, and ONEHOPE. Prior to his entrepreneurial pursuits, Logan was a corporate executive, as Head of Strategy, overseeing the enterprise FinTech strategy and execution, while serving as a member of the Operating Committee at Atlantic Trust, the Private Wealth Management arm of Invesco (and now CIBC). Previously, Logan was a Senior Vice President in City National Bank’s wealth management division (now part of RBC) where he led the technology strategy, open product architecture platform, and other strategic initiatives. Logan spent his earlier career in management consulting, in leadership positions at PwC, EMC, and Capgemini focused exclusively on the intersection of Financial Services and technology.
Logan earned Bachelor of Arts degrees in public policy and political science from Duke University and an M.S. in Management from Stanford University’s Graduate School of Business where he was a Sloan Fellow
FINVC: https://fin.capital
FOLLOW FINVC: https://twitter.com/FinVentureCap
*NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
INHERITANCE PODCAST: https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247
If you like this show, then do me a favor and send it to someone you think would enjoy it. Just copy the link into an email or text. I appreciate it.
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