Capital Allocators – Inside the Institutional Investment Industry

Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published library - his seminal book, Investment P...

12 Des 202253min

Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services cons...

12 Des 20221h 12min

The seventh episode of Season One of Private Equity Deals released this morning. I'm joined by Tricia Glynn, Managing Director at Advent International. We discuss their purchase of Orveon, a carve out...

7 Des 202241s

Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored "Two and Twenty," a fantastic insider's account of the private equity industry. Our ...

5 Des 202252min

Today's show is both a sponsor insight and another empty room, an exciting investment opportunity where few are paying attention. This time, it's CLO equity, an asset that has consistently generated s...

1 Des 20221h 18min

Charles Van Vleet is the CIO of Textron, where he manages $10 billion in defined benefit assets and $5 billion of defined contribution assets. Charles joined Textron a decade ago after eight years at ...

28 Nov 202251min

The sixth episode of Season One of Private Equity Deals released this morning. I'm joined by David Humphrey and Devin O'Reilly from Bain Capital, who worked together on the purchase of Zelis, a health...

23 Nov 202244s

Frank Brosens is a co-founder of Taconic Capital, an $8 billion event-driven, multi-strategy hedge fund founded in 1999. Frank started his career at Goldman Sachs, where he joined and later ran Bob Ru...

21 Nov 202253min