Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always ...
24 Maalis 20251h 13min
Alex Sacerdote – Riding S-Curves at Whale Rock (EP.436)
Alex Sacerdote is the founder of Whale Rock Capital Management, a technology-focused investment firm that manages $8 billion across hedge fund, long only, and hybrid strategies. Our conversation cov...
17 Maalis 202552min
Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
Shannon O'Leary is the CIO of the St Paul & Minnesota Foundation, where she oversees $1.8 billion for the community foundation that aspires to create an equitable, just, and vibrant Minnesota. Shannon...
10 Maalis 202559min
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
David Zorub is the Founder and CIO of Parsifal Capital Management, a $1.5 billion hedge fund that invests in a concentrated portfolio of longs and shorts across geographies, sectors, and capital struc...
3 Maalis 202556min
[REPLAY] David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
David Zorub is the founder of Parsifal Capital, a new hedge fund he is launching later this year. Before founding Parsifal, Dave spent fifteen years in research and portfolio management at hedge fund...
3 Maalis 202547min
Brett Barth and Evan Roth – Stewarding Family Wealth at BBR (EP.433)
Brett Barth and Evan Roth are co-founders and Co-CEOs of BBR Partners, a multi-family office that oversees $32 billion on behalf of 180 families and is celebrating its 25th anniversary this year. Bret...
24 Helmi 20251h 10min
[REPLAY] - Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Brett Barth is a founder and the CIO of BBR Partners. BBR manages north of $12.5B on behalf of 125 families in its multi-family office. In this episode, we start talking about raising twins, a family ...
24 Helmi 202553min
WTT: Will Blackstone Become Private Equity's Millennium?
What are the implications of consolidation in the private markets? The leading firms, which are mostly public companies, raised an insane amount of money last year, while the rest of the industry most...
21 Helmi 20255min
