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PODCAST

Private Capital

Conversations with investment and business thought leaders, founders, and experts geared toward the family office executive or family principal. Join host Joe Reilly as we learn from the best in the investment and business world. Great stories, analysis and insights you can use in a family office context.

business investing

All Episodes

53:24

Ted Seides - Private Equity Deals

Private Capital ·

2024/09/06

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

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57:29

Greg Fleming - Rockefeller Capital Managment

Private Capital ·

2024/08/11

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,

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51:43

Ken Kencel - President and CEO of Churchill Asset...

Private Capital ·

2024/07/07

Hello and Welcome to the Private Capital podcast, I’m Joe Reilly, head of Circulus Group which is a forum for the family office world. We are hosting our first family office event in New York on September 19th. If you are are a single family office and would like to attend, you can request an invite on our Substack which is at circulus.substack.com. There is a link available under events, and will be included in the show notes. We are happy to have Steve Tananbaum of GoldenTree joining us, and

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40:57

Jason Schwarz - Wilshire's Content Engine

Private Capital ·

2024/06/27

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

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52:47

Anthony Scaramucci - The Capital Artist

Private Capital ·

2024/06/08

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.

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49:51

Carin-Isabel Knoop - Executive Director of the...

Private Capital ·

2024/05/29

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

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49:13

Scott Sperling - Co-CEO of Thomas H. Lee Partners

Private Capital ·

2024/05/03

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

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57:35

Michael Tiedemann - CEO of AlTi Tiedemann Global

Private Capital ·

2024/04/05

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

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48:56

Alex Chaloff - CIO of Bernstein Private Wealth...

Private Capital ·

2024/03/21

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

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59:04

Mark Hurley - Welcome to the Wealth Management Jungle

Private Capital ·

2024/02/22

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

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53:13

Steffen Pauls - Future of Private Equity

Private Capital ·

2024/02/08

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

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01:01:33

Casey Whalen - Lessons from David Swensen

Private Capital ·

2024/01/25

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

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42:30

Ryan Eisenman - The Challenge of Data

Private Capital ·

2023/11/19

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

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54:32

Jon Hirtle - An Uninterrupted Chain of Logic

Private Capital ·

2023/10/19

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

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53:33

Jan Szilagyi - AI for Portfolio Insight

Private Capital ·

2023/09/10

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

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58:16

Stan Miranda - Bain Meets the Yale Model at Partners...

Private Capital ·

2023/06/26

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,

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01:03:01

Paul Edelman - Conceptual Thinking

Private Capital ·

2023/06/02

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

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01:09:45

Rebecca Patterson - Talking to Everyone is a Gift

Private Capital ·

2023/05/11

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

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47:10

Mark Anson - Trade Ticket Experience

Private Capital ·

2023/04/27

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 -

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56:55

Logan Allin - Fintech B2B SaaS Plus at FinVC

Private Capital ·

2023/04/11

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.

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47 results

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