Michael Tiedemann is a founding partner and chief executive officer of AlTi Tiedemann Global, a publicly traded $70 billion investment firm. He is also a member of the firm’s board of directors and chairman of the firm’s internal investment committee.  We talk about starting the business with his father, Carl Tiedemann, the former president of DLJ, spinning up a wealth manager from scratch after the dot-com collapse, the importance of having an operator mentality, finding great talent, and Mike’s thoughts on venture, private debt, growth in the wealth management space and being deliberate. Michael began his career working for Tiedemann Investment Group (TIG) as an emerging markets research analyst. In 1994, he joined the equity research group at Banco Garantia, one of Brazil’s leading investment banks, living in Brazil for two years. Later, Michael ran their equity sales and trading operations out of New York, where he worked closely with Garantia’s top-ranked hedge fund-of-fund group. In 1998, when Credit Suisse acquired Garantia, he remained there, heading up their sales trading efforts for Latin America, until he left to start Tiedemann Advisors in 2000. Michael has been a selected speaker at a number of financial and regulatory associations around the country. In 2012, the Henry Street Settlement honored Michael for his contribution to charitable causes, and most recently in 2017 Michael received the Impact Award for his contribution to fighting poverty by the River Fund of New York.  Michael received a Bachelor of Arts degree in psychology from Ohio Wesleyan University.   If you like these discussions, please subscribe or leave a review. Please enjoy my excellent talk with Mike Tiedemann.   NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964   If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.   ©2024 Joe Reilly

Alex Chaloff is the CIO of Bernstein Private Wealth Management. We had a great conversation talking about his personal litmus test for a manager, what to do with lagging funds, the advantages of scale, and the importance of having a sleep coach. Please enjoy my talk with Alex Chaloff.   Alex Chaloff is the Chief Investment Officer of Bernstein Private Wealth Management. Before his current role, he served as head of Alternative Asset Strategies. Alex was also a Senior Investment Strategist and Co-head of Bernstein’s Private Client Investment Policy Group, the decision-making body for the private client business. The PCIPG provides asset allocation, investment, and risk management advice for high-net-worth clients, endowments, and foundations. Before joining Bernstein in 2005, he was a managing director at Wilshire Associates, serving on the firm’s investment committee. At Wilshire, Alex structured the investment programs of Fortune 500 companies and developed the portfolio construction for multiple mutual fund complexes, serving as Chief Financial Officer for several fund families. Prior to that, he worked in fund accounting operations at a global custodian in Boston. Alex earned a BA in government and politics from the University of Maryland, College Park, and an MBA with a concentration in finance from the Marshall School of Business at the University of Southern California.   NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964   If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.   ©2024 Joe Reilly

Today we have Mark Hurley, who recently co-authored a white paper called Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Mark has written several influential papers over the years, and makes some intriguing and provocative points. We go into the mechanics of the wealth management business, how to find talent, discuss the ten-year acquisition spree in the industry, and the challenges of a wealth management business which is transitioning from a club-like place to one that is far more competitive.   Mark is currently CEO of Digital Privacy and Protection, a cybersecurity company. He was the Chairman and CEO of Fiduciary Network, a well know firm that provided capital for internal transitions, acquisitions, and MBOs of Registered Investment Advisors. Prior to that he was CEO of Undiscovered Managers, a mutual fund company, and started out at Goldman Sachs. Mark was educated at the United States Military Academy at West Point and has an MBA from Stanford.   Digital Privacy and Protection:  https://www.dpripro.com   Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry: https://www.dpripro.com/research/yhxohtca3dvhxbc69uh2xqhgi5ynen-jzsww   NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964   If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.   ©2024 Joe Reilly

Steffen Pauls is a serial entrepreneur with a long background in the private equity industry.  His career started at BCG; he started and sold a fintech company during the dot com era; worked at KKR when it was still a small firm and grew along with it; and then left to start his own company in 2016 called Moonfare - which is a private equity investing platform making top-tier funds available to retail and institutional investors at lower minimums.  Steffen got his bachelor’s degree from the University of Mannheim with high distinction and his PhD in Economics from the University of Trier. We talk about his exciting educational and entrepreneurial journey, what KKR was like when it all fit in one room, the challenges of starting a company and getting initial traction, the technological challenges of building a private equity platform, and what he thinks about the future of the space. Please enjoy my interview with Steffen Pauls. Moonfare:  https://www.moonfare.com/us Twitter:  https://twitter.com/steffenpauls Moonfare Deal Talk:  https://podcasts.apple.com/il/podcast/deal-talk-interviews-with-private-equity-leaders/id1689571193 NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964 If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it. ©2024 Joe Reilly

Casey Whalen has had a remarkable investing career starting at the Yale investments office, then Rockefeller University, the CIO of the New York Public Library, running three billion at Truuvo partners and now heading up Lazard’s family office partners.  Casey and I talk about the many lessons she learned from David Swensen, and I especially liked her stress on getting alignment with all the players in an investment program.  We also talk about the importance of the right frameworks, private investments, letting go of managers and dealing with customized portfolios for wealthy clients. Please enjoy my interview with Casey Whalen. Full Bio: Casey Whalen is the Managing Director, Head and CIO of Lazard Family Office Partners.  She was previously CEO and CIO at Truvvo partners, a $3.8 B OCIO manager of family wealth and was CIO of the New York Public Library before that.  She was Director of Public Investments for Rockefeller University and began her investment career at the Yale University Investments Office under David Swensen.  She is a graduate of Yale University where she studied economics.  She serves on the Investment Committee of the Rockefeller Family Fund. NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. Lazard Family Office Partners:  https://www.lazardassetmanagement.com/us/en_us/references/lazard-family-office-partners Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964 If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it. ©2024 Joe Reilly

Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments.   I thought it would be great to catch up with Ryan to get a look under the hood of a rapidly growing B2B SaaS company tackling one of asset management’s persistent back office issues such as K-1s and capital calls, as well as a look at how their focus on product and customer experience can help you stand out in the burgeoning fintech space.  As someone who has personally struggled from the deluge of unstructured data in a family office, I am always interested in how technology can solve this ultimate of pain points in a family office or RIA, and Ryan and his team are on the cutting edge of applying new technology, including AI to this area.  We hear his founder story and how he and his co-founders Jason Trigg and Joel Stein have approached pricing, market fit, handling data, and all the different types of customers and their individual challenges.  Right after we recorded this interview, Arch closed a $20 million Series A led by Menlo Ventures, with Craft Ventures, Quiet Capital, Citi Ventures, and Focus Financial joining.  The group has over 200 customers managing over $60 Billion. Ryan Bio: Ryan Eisenman is the co-founder and CEO of Arch, a digital solution for managing private-market assets like private equity, venture capital, and real estate. What started as a solution for collecting K-1s is now used to automate portfolio management and analysis by over 200 institutional clients, private offices, and investment advisors,  including one of the three biggest US banks. Ryan is a Houston native, graduated from Vanderbilt University with a degree in Human and Organizational Development, and lives in New York City, where Arch is based.  WEBSITE:  arch.co FOLLOW RYAN: https://twitter.com/Ryeisenman NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964   If you like this show, send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it. ©2023 Joe Reilly

Today we have Jon Hirtle, founder and executive chairman of Hirtle, Callaghan & Co, a $20 billion  OCIO firm.  I was especially interested to talk to Jon because he is a real process guy, and has been thinking deeply about managers and portfolios for over thirty years.  John trained recruits at Paris Island, worked at Goldman, and left with no clients to become a pioneer in what came to become the OCIO business.  We discuss prediction markets, what he learned from the Mellon family office, and his concept of looking for an “uninterrupted chain of logic.” Jon is a regular commentator on national media and is best known for his role in pioneering the outsourced CIO (OCIO) model for families and institutions. Prior to founding Hirtle Callaghan, Jon worked at Goldman Sachs advising family groups and institutions on investment strategy and securities selection. Previously, he served as an officer in the United States Marine Corps. He earned his B.S. and M.B.A. degrees from the Pennsylvania State University. Please enjoy my interview with Jon Hirtle. Full Bio: Founder and Executive Chairman of Hirtle, Callaghan & Co. In his role as Executive Chairman, Jon continues his intense focus on producing ever-better net outcomes for clients. Working closely with the Hirtle Callaghan Investment Strategy Group, he developed the firm’s investment philosophy which he distilled into four cornerstone principles. Jon appears regularly on national broadcast networks including CNBC, Fox Business, and Bloomberg Television. He is highly sought after for his commentary on investing and was dubbed the "Oracle of Outsource" by Pensions & Investments as Hirtle Callaghan is best known for his role in pioneering the outsourced CIO (OCIO) model for families and institutions. Prior to founding Hirtle Callaghan, Jon worked at Goldman Sachs advising family groups and institutions on investment strategy and securities selection. Previously, he served as an officer in the United States Marine Corps. He earned his B.S. and M.B.A. degrees from the Pennsylvania State University. Hirtle Callaghan & Co:  https://www.hirtlecallaghan.com NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964   If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.   ©2023 Joe Reilly

AI for Portfolio Insight Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for investors of all stripes. Szilagyi spent most of his career with Stanley Druckenmiller at Duquesne Capital. He was co-CIO of global macro at Lombard Odier and also managed portfolios at Fortress under Michael Novogratz.  Jan has a Ph.D. in economics from Harvard, and BA and MA degrees in mathematics and economics from Yale. I was very eager to talk to Jan about his cutting-edge work of actually applying artificial intelligence to help portfolio managers and analysts.  When I first met Jan three years ago, he was already ahead of the curve in using advanced models to digest huge amounts of investment data and prices in a way that was useful and didn’t require data science training to use.  We talk about Jan’s experience at Duquesne and Fortress, the founding of Toggle AI, how to think about how AI is being applied to the financial world, hiring AI talent, and how to speed run a Ph.D.  Please enjoy my excellent conversation with Jan Szilagyi. NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. ToggleAI:  https://toggle.ai Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964 If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.   ©2023 Joe Reilly

Stan Miranda is the Co-Founder and Chairman of Partners Capital, a global OCIO with $50 billion under management.  Stan was previously a longtime director at Bain and chairman of their Worldwide Executive Committee and a co-founder of Evolution Global Partners, a venture capital firm affiliated with Kleiner Perkins and TPG.     I was interested to talk to Stan about the very interesting DNA of Partners, and how they engage with their very talented clients, many of whom are private equity partners, endowment heads, and substantial family offices. Stan has thought deeply about the Endowment Model and has written many excellent white papers for Partners, some of which we discuss.  We cover the upcoming energy transition and why the route is not Net Zero, how he combined strategic thinking and analysis with the endowment model into the playbook they used to start Partners, how private equity partners manage their own personal money, and the transitions they go through in their own lives, and how Stan thinks about alternatives to alternatives.  Please enjoy my excellent conversation with the engaging Stan Miranda.   NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.   FULL BIO: Stan Miranda founded Partners Capital in 2001 and is Chairman of the firm’s Board of Directors. He was previously the Chief Executive Officer from 2001 until June 2020 and also held the Chief Investment Officer position until 2016. He is a member of the firm’s Global Investment Committee and has been the senior advisor to the Private Equity asset class team since the firm’s founding. Previously, Stan was a Co-Founder and Managing Director of Evolution Global Partners, a Kleiner Perkins, and TPG affiliated venture capital firm; Director of Bain & Company and member of its Worldwide Executive Committee (Chairman in 1997-98); member of Bain & Company’s Private Equity Practice and Private Equity Investment Committee member; and Certified Public Accountant. Stan holds an MBA from Harvard.   Partners Captial White Papers:  https://partners-cap.com/insights/   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964   If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.   ©2023 Joe Reilly

Paul Edelman is a psychologist who has worked with some of the world’s most successful hedge fund managers.  Today we take a deep dive into how psychological techniques can be used to look for investment managers, how Paul applied what he learned from great mentors to filter for the investment management skill set, the importance and uncovering of conceptual and probabilistic thinkers, and why you shouldn’t use Myers Briggs.  We get a bit into some very interesting weeds including some history of psychology and analytical concepts, but Paul has a great way of tying it all together to more deeply understand how people think about markets and interact with each other in high-pressure situations. Please enjoy my fascinating conversation with Paul Edelman. FULL BIO: Paul Edelman is a coach and facilitator at Edelman & Associates in Boston, who helps individuals, families, and family businesses to be more effective in achieving their goals.  He especially enjoys working with family enterprise members on developing the collaborative problem-solving and decision-making skills needed for success in family and business leadership and governance roles. Paul holds a BS in Physics from MIT and a PhD in Personality and Developmental Psychology from Harvard University where his teaching and research focused on group dynamics. More information is available at  CONNECT:linkedin.com/in/pauledelman.  WEBSITE: https://www.edelmancoaching.com/ NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. Psychologists mentioned in the podcast:  Robert Freed Bales (SYMLOG), and Elliott Jaques. Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247 If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it. ©2023 Joe Reilly

Rebecca Patterson was most recently Chief Investment Strategist at Bridgewater Associates where she was on the Executive Committee and was a frequent author of Bridgewater’s Daily Observations.  Previously, she was CIO of Bessemer Trust, overseeing $85 billion in client assets.  Before joining Bessemer, she worked globally for JP Morgan where she was Chief Investment Strategist and ran the private bank’s global currency and commodity trading desk.  Rebecca actually started out as a journalist for the St. Petersburg Times and Dow Jones.   Rebecca is a member of the Council on Foreign Relations and is Chair of the board of the Council for Economic Education.   Investors and policy makers all want to hear what Rebecca thinks, but today we discuss how she thinks.  How she does her analysis of the markets and economic issues, how she wrote the Daily Observations at Bridgewater, and how her experience in journalism taught her to rapidly assimilate data and opinion to form a coherent and useful narrative.  Please enjoy my engaging conversation with Rebecca Patterson.   NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.   COUNCIL FOR ECONOMIC EDUCATION:  https://www.councilforeconed.org   FULL BIO: Rebecca Patterson was most recently Chief Investment Strategist at Bridgewater Associates. In this capacity, she helped shape the firm’s agenda for researching and building systematic strategies to trade global financial markets and was responsible for overseeing the development of new investment solutions. Rebecca was a frequent author of Bridgewater’s Daily Observations and met regularly with investors and policymakers. She was also a member of Bridgewater’s Executive Committee, Investment Committee, and Commercial and Business Strategy Committee, in addition to being a Partner and helping to lead the firm’s Diversity & Inclusion (D&I) efforts.   With more than 20 years of investment management experience, Rebecca came to Bridgewater after serving as Chief Investment Officer at Bessemer Trust, where she oversaw $85 billion in client assets. She was also a member of the firm’s Management Committee and helped launch its D&I Committee. Before joining Bessemer in 2012, she spent 15 years at JP Morgan where she worked as a researcher in the firm’s investment bank in Europe, Singapore, and the US. She also served as a Chief Investment Strategist in the firm’s asset management arm and ran the private bank’s global currency and commodity trading desk.   Rebecca is currently a member of the Council on Foreign Relations and the Economic Club of New York and is Chair of the Board of the Council for Economic Education. She is on the board of directors of the Bretton Woods Committee.  She has served on the New York Federal Reserve’s Foreign Exchange and Investor Advisory Committees and served on and chaired the University of Florida’s Investment Corporation’s Advisory Board. Rebecca has been named to American Banker’s Most Powerful Women in Finance for six consecutive years. She holds an MBA from New York University, an MA in International Relations from The Johns Hopkins University School of Advanced International Studies, and a BS in Journalism from the University of Florida. She is married and has two teenage girls.   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964   If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.

Mark Anson, CEO and CIO of Commonfund, is in a unique position to compare and contrast the different investment styles of pension funds, endowments, family offices, and traditional asset managers.  We talk about his interesting background starting at Salomon Brothers, then running investments for CalPERS, the Bass Family Office, Nuveen, and Commonfund, why real “trade ticket experience” is necessary to become a good manager, his thoughtful and extensive research into measuring performance - including his practical concept of “lagged beta”, and what type of shoes you need in London.  Please enjoy my intriguing conversation with Mark Anson. FULL BIO: Mark Anson is the Chief Executive Officer and Chief Investment Officer of the Commonfund and Chairman of the Board of Commonfund Capital Inc. and Commonfund Asset Management Company. Previously, he was the President and Chief Investment Officer for the Bass Family Office of Ft. Worth, Texas which was recognized as Family Office of the Year for 2014 & 2015. He was the President and Global Head of Investment Management at Nuveen Investments, a full-service asset management company with over $900 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive Officer and Chief Investment Officer for the British Telecom Pension Scheme (BTPS), the largest institutional investor in the UK with assets of £65 billion. In addition, Mark was the CEO of Hermes Pensions Management in London, a £55 billion asset management company that is wholly owned by the BTPS. Prior to joining BTPS, he served as the Chief Investment Officer of the California Public Employees' Retirement System, the largest institutional investor in the United States with over $300 billion in assets. Mark is currently the Chairman of the Investment Committee for the $65 billion UAW Medical Benefits Trust. He also serves on the Law Board of the Northwestern University School of Law, and the Board of the Toigo Foundation. He is the only person to serve on the Board of Governors for both the CFA Institute and the CAIA Association. He was an inaugural member of the SEC Investor Advisory Committee and the Chairman of the Board for the International Corporate Governance Network. Mark has published over 100 investment articles in professional journals and has won three Best Paper Awards. He is the author of five financial textbooks including the Handbook of Alternative Assets, which is the primary textbook used for the Chartered Alternative Investment Analyst program. Mark earned a B.A. in Economics and Chemistry from St. Olaf College, a Ph.D., and Masters in Finance from Columbia University Graduate School of Business, and a J.D. from Northwestern University School of Law, all with honors. He has also received several industry awards in recognition of his leadership in asset management including the Lifetime Achievement Award in Pension Fund Management from Plan Sponsor. Last, Mark has earned the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Public Accountant, and Chartered Global Management Accountant professional degrees, and he is a Member of the Law Bar of New York and Illinois.   TWITTER:  https://twitter.com/commonfundorg WEBSITE:  https://www.commonfund.org NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247   If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.

Today we are speaking to Logan Allin, founder and managing partner of FinVC, a global fintech firm investing in B2B SaaS companies with over $1 billion in assets under management.  Prior to founding FinVC, Logan was a vice president at SoFi Ventures and has had advisory and operating roles at Light Street Capital, Formation 8, Zanbato, Addepar, Point Finance, and ONEHOPE.  He began his career in consulting for Capgemini and held leadership positions at PWC, City National Bank, and Atlantic Trust.  Logan was educated at Duke and Stanford. We talk today about Logan’s interesting career, his outlook for fintech, why he only invests with experienced founders, and why he avoids social media.  Logan is one of my favorite people to go to for deep insights, and I’m sure you will enjoy today’s discussion.   FULL BIO: Logan is the Managing Partner & Founder of Fin Capital. He is responsible for managing the firm, sourcing/making investments, maintaining board responsibilities, and adding operating value across the portfolio. Logan was most recently Vice President of SoFi Ventures, where he was tasked with investing in and working hands-on with FinTech companies and running SoFi’s accelerator and corporate development efforts. Before SoFi, Logan focused on entrepreneurial advisory and operating roles at Light Street Capital, Formation 8/Group, Zanbato, Addepar, Point Finance, Price, BridgeAthletic, and ONEHOPE. Prior to his entrepreneurial pursuits, Logan was a corporate executive, as Head of Strategy, overseeing the enterprise FinTech strategy and execution, while serving as a member of the Operating Committee at Atlantic Trust, the Private Wealth Management arm of Invesco (and now CIBC). Previously, Logan was a Senior Vice President in City National Bank’s wealth management division (now part of RBC) where he led the technology strategy, open product architecture platform, and other strategic initiatives. Logan spent his earlier career in management consulting, in leadership positions at PwC, EMC, and Capgemini focused exclusively on the intersection of Financial Services and technology. Logan earned Bachelor of Arts degrees in public policy and political science from Duke University and an M.S. in Management from Stanford University’s Graduate School of Business where he was a Sloan Fellow FINVC: https://fin.capital FOLLOW FINVC:  https://twitter.com/FinVentureCap *NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247   If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.

Michael Sidgmore is a co-founder and partner at Broadhaven Ventures, which is part of Broadhaven Capital Partners.  Michael is a leading expert in the alternatives going mainstream movement in fintech and was an early employee at iCapital.  He was an early investor in Carta, MoneyLion, Republic, Nowports, Pipe, and Allocate, among many others.  He was educated at Middlebury and the London School of Economics and started his career working on the Goldman Sachs Principal Strategic Investments team.  I was looking forward to talking to Michael about the great interest in fintech platforms providing more access to alternative investments to RIAs, family offices, and accredited and qualified purchasers, which looks to become a multi-billion if not trillion-dollar marketplace.   FULL BIO: Michael Sidgmore Partner and Co-Founder, Broadhaven Ventures Michael Sidgmore has spent the last decade as an investor and operator in the financial technology sector. He is a Partner and Co-Founder of Broadhaven Ventures, a global early-stage financial technology investor. Mr. Sidgmore has led investments in over 23 unicorns. He has served on the boards of Nowports, Liveoak (acq. DocuSign), Covalto, Super Seguros, and Harvest (acq. by Envestnet) and as a board advisor to Republic and Kovi. Prior to co-founding Broadhaven Ventures, Mr. Sidgmore was a pre-product employee and SVP at iCapital, the leading technology platform in alternative assets with over $150 billion in AUM. Prior to iCapital, he was employee #16 and the first sales hire at Mosaic, a residential solar financing platform backed by Warburg Pincus that has done over $11B in home solar loan originations. Mr. Sidgmore started his career at Goldman Sachs in their Principal Strategic Investments Group, a direct investing team focused on market structure and financial technology. He is a Venture Partner at Goodwater Capital, a $5 billion consumer tech-focused venture capital firm. Mr. Sidgmore is also the founder of the alternative investments-focused podcast Alt Goes Mainstream. He holds a BSc in International Relations from the London School of Economics. FOLLOW MICHAEL: @michaelsidgmore WEBSITE:  https://www.michaelsidgmore.com ALTS GO MAINSTREAM:  https://altgoesmainstream.substack.com NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247 If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.

We are speaking today with Chris Miller, the author of the international best selling Chip War:  The Fight for the World's Most Critical Technology.   We talk about the worse case scenario if TSMC went off line, if the race for technology collapsed the Soviet economy, the limits of Moore’s Law, and why Morris Chang, the founder of TSMC, should be more well known. Chris Miller is Assistant Professor of International History at the Fletcher School of Law and Diplomacy at Tufts University where he teaches on US-Russian relations. He also serves as Jeane Kirkpatrick Visiting Fellow at the American Enterprise Institute, Eurasia Director at the Foreign Policy Research Institute, and as a Director at Greenmantle, a New York and London-based macroeconomic and geopolitical consultancy. He is the author of three previous books—Putinomics,The Struggle to Save the Soviet Economy, and We Shall Be Masters—and he frequently writes for The New York Times, The Wall Street Journal, Foreign Affairs, Foreign Policy, The American Interest, and other outlets. He received a PhD in history from Yale University and a BA in history from Harvard University.     FOLLOW CHRIS: @CRMiller1 WEBPAGE:  https://www.christophermiller.net/semiconductors-1 CHIP WAR:  https://www.amazon.com/Chip-War-Worlds-Critical-Technology/dp/1982172002/ STRUGGLE TO SAVE THE SOVIET ECONOMY:  https://www.amazon.com/Struggle-Save-Soviet-Economy-Gorbachev-ebook/dp/B01EGKZL80 PUTINOMICS: https://www.amazon.com/Putinomics-Power-Money-Resurgent-Russia-ebook/dp/B075TTWMC WE SHALL BE MASTERS:  https://www.amazon.com/We-Shall-Be-Masters-Russian-ebook/dp/B08YFL7QYF   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964 If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.

Our guest today is Mark Machin, CEO and co-founder of Opto Investments, a technology platform that provides independent investment advisors access to private markets. Mark was previously CEO of CPIB, the $500 billion dollar Canadian pension fund, and before that was a banker with Goldman Sachs in Asia.  He has degrees in medicine and surgery from Oxford and Cambridge   I really enjoyed this conversation with Mark, a greatly respected LP who has already had two great careers before starting Opto.  We discuss the development of the Chinese market in the 1990s, how banking has changed in Asia and at Goldman, the Canadian Pension model, how to navigate the investment world from one of its top perches, and the burgeoning world of technology-enabled private investing.     FULL BIO: Mark Machin  Co-Founder & CEO  Opto Investments   Dr. Machin has 30 years of experience in investment and finance. Most recently, Mark was the President & CEO at CPP Investments, the largest pension fund in Canada and one of the ten largest in the world. During his tenure as CEO, the assets grew to nearly $500 billion with over 11% per annum returns. Prior to joining CPPIB, Mark had a 20-year career at Goldman Sachs, where he was Head of Capital Markets, Head of Investment Banking, and Vice Chairman of Asia ex-Japan. Mark is a member of GIC's International Advisory Board and is also an advisor to the GIC Investment Strategies Committee. He was on the board of Sequoia Heritage from 2018 to 2020. He was voted one of Canada’s Top 10 CEOs by Glassdoor in its 2018 Employee Choice Awards. Mark holds a Bachelor of Arts in Physiological Sciences from Oxford University, a Bachelor of Medicine and a Bachelor of Surgery from Cambridge University. OPTO INVESTMENTS:  https://www.optoinvest.com/     Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247   If you like this show, then do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.

Today we have Gautam Mukunda, head of research for Rose Park Advisors, a venture firm in Boston.  Gautam is a leadership expert who studied economics at Harvard and has a Ph.D. in political science from MIT.  He was a professor at Harvard Business School previously and is the author of two books:  Indispensable: When Leaders Really Matter and most recently Picking Presidents:  How to Make the Most Consequential Decision in the World. Gautam was deeply influenced by his mentor Clayton Christensen’s work and has written two wonderful books on leadership.   We talk about how these ideas could be applied to investment management; discuss Stanley McCrystal, Ray Dalio, Jack Welch, and Jamie Dimon; and hear his excellent insights about disruptive innovation. Full Bio:  Gautam Mukunda is an internationally recognized expert in leadership and innovation. He often jokes that his life’s ambition is to have the world’s most confusing resume and that he’s most of the way there. He is the Head of Research at Rose Park Advisors, a firm co-founded by his mentor Clayton Christensen that provides companies supported by the theory of disruptive innovation the capital investment and strategy that allows them to grow to make the world a better place. Gautam is also a Research Fellow at the Harvard Kennedy School’s Center for Public Leadership, the author of Indispensable: When Leaders Really Matter (Harvard Business Review Press, 2012) and Picking Presidents: How To Make The Most Consequential Decision in the World (University of California Press, 2022), and the host of Nasdaq’s podcast World Reimagined with Gautam Mukunda.  Gautam has been a professor at Harvard Business School and Distinguished Visiting Professor at Schwarzman College, Tsinghua University. He has published articles in Harvard Business Review, Foreign Policy, Security Studies, Slate, Fast Company, Parameters, Politics and the Life Sciences, and Systems and Synthetic Biology on topics including leadership, reforming the financial sector, military innovation, network-centric warfare, the security and economic implications of synthetic biology, and the TV show Mad Men. His work has been profiled in the New York Times, Atlantic, New Yorker, Economist, Washington Post, Wall Street Journal, and on All Things Considered. NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. FOLLOW GAUTAM:  https://twitter.com/gmukunda GAUTAM’S PODCAST:  https://podcasts.apple.com/us/podcast/world-reimagined/id1547874983 WEBSITE:  https://www.gautammukunda.com   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247   Books Mentioned: The Rules of the Game:  Jutland and the British Naval Command by Andrew Gordon Wall Street Research - Past, Present, and Future by Boris Groysberg and Paul M. Healy Men at Work by George Will   People Mentioned: Admiral Sir John Jellicoe Admiral Sir David Beatty Stanley McCrystal Ray Dalio Jack Welch Al Dunlap Alan Mullally Jamie Dimon

Today we are speaking with Peter Borish, one of my favorite people to talk with about the markets.  Peter is a systems guy with the heart of a trader.  We talk about his path to the Street through the New York Fed, and his early days at Tudor Investment Corporation.  Along the way, Peter drops many of his great aphorisms about trading and baseball; talks about working with greats like Paul Tudor Jones and Jim Simons; shares ideas learned at the Robin Hood Foundation, and gives his insights into selecting great managers.  Peter is always a source of knowledge and good humor, and I know you will enjoy the call. Peter F. Borish is Chairman and CEO of Computer Trading Corporation (CTC), an investment and advisory firm whose largest consulting client is CIBC. Borish formerly worked at the Federal Reserve Bank of New York, was a founding partner and second-in-command at Tudor Investment Corporation, was Chairman of OneChicago, LLC, and was Chairman of the non-profits Foundation for the Study of Cycles and The Institute for Financial Markets. Borish earned a B.A. in Economics from the University of Michigan in 1981. He also earned an M.A. in Public Policy from the Gerald R. Ford School of Public Policy at the University of Michigan in 1982.  NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. FOLLOW Peter: https://twitter.com/pborish ROBIN HOOD FOUNDATION: https://www.robinhood.org MATH FOR AMERICA: https://www.robinhood.org   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW Joe: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:https://open.spotify.com/episode/0v70MANvMxV1UmCTzuZ6VV Please give us a review on Apple Podcasts - we appreciate it!

Today we have Mary Childs, author of The Bond King - How One Man Made a Market, Built an Empire, and Lost It All.  We talk about how Bill Gross built up PIMCO to the giant it is today; his management style and his exit from the firm.   Mary Childs is a financial journalist who has written for Bloomberg, Barrons and the Financial Times, and is currently the host of NPR’s Planet Money. FOLLOW Mary: https://twitter.com/mdc WEBSITE:  http://www.marychilds.com Thanks for listening.  Please subscribe or leave us a review on Apple Podcasts.  We appreciate it.

Today we have Sebastian Mallaby, author of The Power Law – Venture Capital and the Making of a New Future.   Sebastian has written a comprehensive history of silicon valley full of great stories and overall insight.  Sebastian unpacks how venture investing models have changed and influenced investing globally.  We talk about these ideas, and what they hold for the future.   Sebastian is the Paul Volcker Senior Fellow in International Economics at the Council on Foreign Relations as well as the author of More Money Than God: Hedge Funds and the Making of a New Elite.   Thanks for listening.  Please subscribe or leave us a review on Apple Podcasts.  We appreciate it. FOLLOW Sebastian: https://twitter.com/scmallaby