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
[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of te...
7 Jul 20251h 2min
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Today's episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BBR...
30 Jun 202557min
Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
Hugh MacArthur is the Chairman of Bain & Company's Global Private Equity Practice, which he helped found more than thirty years ago. Hugh's consulting team works on around 5,000 investment opportuniti...
23 Jun 20251h 8min
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry...
16 Jun 202553min
Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial ...
12 Jun 202555min
