Capital Allocators – Inside the Institutional Investment Industry

[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 Juli 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 Juni 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 Juni 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 Juni 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 Juni 202555min

David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)

David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ...

9 Juni 202541min

[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)

Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets acr...

9 Juni 202558min

Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)

Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp c...

2 Juni 202540min