Private Capital

Michael Sidgmore is a co-founder and partner at Broadhaven Ventures, which is part of Broadhaven Capital Partners.  Michael is a leading expert in the alternatives going mainstream movement in fintech and was an early employee at iCapital.  He was an early investor in Carta, MoneyLion, Republic, Nowports, Pipe, and Allocate, among many others.  He was educated at Middlebury and the London School of Economics and started his career working on the Goldman Sachs Principal Strategic Investments team.  I

We are speaking today with Chris Miller, the author of the international best selling Chip War:  The Fight for the World's Most Critical Technology.   We talk about the worse case scenario if TSMC went off line, if the race for technology collapsed the Soviet economy, the limits of Moore’s Law, and why Morris Chang, the founder of TSMC, should be more well known. Chris Miller is Assistant Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University where he

Our guest today is Mark Machin, CEO and co-founder of Opto Investments, a technology platform that provides independent investment advisors access to private markets. Mark was previously CEO of CPIB, the $500 billion dollar Canadian pension fund, and before that was a banker with Goldman Sachs in Asia.  He has degrees in medicine and surgery from Oxford and Cambridge   I really enjoyed this conversation with Mark, a greatly respected LP who has already had two great careers before starting Opto.  We

Today we have Gautam Mukunda, head of research for Rose Park Advisors, a venture firm in Boston.  Gautam is a leadership expert who studied economics at Harvard and has a Ph.D. in political science from MIT.  He was a professor at Harvard Business School previously and is the author of two books:  Indispensable: When Leaders Really Matter and most recently Picking Presidents:  How to Make the Most Consequential Decision in the World. Gautam was deeply influenced by his mentor Clayton Christensen’s

Today we are speaking with Peter Borish, one of my favorite people to talk with about the markets.  Peter is a systems guy with the heart of a trader.  We talk about his path to the Street through the New York Fed, and his early days at Tudor Investment Corporation.  Along the way, Peter drops many of his great aphorisms about trading and baseball; talks about working with greats like Paul Tudor Jones and Jim Simons; shares ideas learned at the Robin Hood Foundation, and gives his insights into

Today we have Mary Childs, author of The Bond King - How One Man Made a Market, Built an Empire, and Lost It All.  We talk about how Bill Gross built up PIMCO to the giant it is today; his management style and his exit from the firm.   Mary Childs is a financial journalist who has written for Bloomberg, Barrons and the Financial Times, and is currently the host of NPR’s Planet Money. FOLLOW Mary: https://twitter.com/mdc WEBSITE:  http://www.marychilds.com Thanks for listening.  Please subscribe or

Today we have Sebastian Mallaby, author of The Power Law – Venture Capital and the Making of a New Future.   Sebastian has written a comprehensive history of silicon valley full of great stories and overall insight.  Sebastian unpacks how venture investing models have changed and influenced investing globally.  We talk about these ideas, and what they hold for the future.   Sebastian is the Paul Volcker Senior Fellow in International Economics at the Council on Foreign Relations as well as the