WTT: Reconstructing Private Equity: Portfolio Construction for the Post-Distribution Drought
The movies from my teenage years foreshadowed the topsy-turvy world of today's private equity industry. Back then, we heard of strange things afoot at the Circle K (Bill & Ted's Excellent Adventure) a...
24 Jul 20256min
CIO Greatest Hits: Endowments – Scott Wilson (WashU)
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We pack...
21 Jul 202556min
CIO Greatest Hits: Endowments – Andy Golden (Princo)
Our Summer Series kickoff is a twofer, Andy Golden, now retired after thirty years at Princeton University Investment Management Company, and Scott Wilson from Washington University-St. Louis. We pack...
21 Jul 20251h 14min
Ron Kantowitz – Direct Lending's Evolution and Invesco's Edge (EP.457)
Ron Kantowitz is the Head of Private Debt for Invesco's Private Credit platform, where he leads a team that manages middle-market, senior secured, direct lending. The Invesco Private Credit Platform m...
17 Jul 202551min
Tim Sullivan – Yale's Private Portfolio (EP.456)
Today's show features one of the biggest industry legends you may never have heard before. My guest is Tim Sullivan, who recently retired from overseeing Yale University's private market portfolios f...
14 Jul 20251h 16min
WTT: A New Twist on an Old Bet with Buffett
Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its ince...
9 Jul 20259min
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood's talent business and built the most powerful force in entertainment. In his time at CAA, Michael s...
7 Jul 20251h 10min
[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when ...
7 Jul 202553min
