Private Capital: Intelligence for the Family Office Investor

Michael Gross - The Case for Complexity

Today Joe is joined by Michael Gross, CEO and President of SLR Investment Corporation, who was present at the birth of Apollo. Michael co-founded SLR alongside Bruce Spohler in 2006, and the firm now manages roughly $14

Divya Narendra - CEO of SumZero

Divya Narendra has spent his career at the intersection of finance and innovation. Divya is the Chief Executive Officer and Founder of SumZero, the world's largest community for professional investors, which he founded i

Curtis Arledge - High Action Environments

Everyone knows about liar's poker, but do you know about the other game played by the Salomon traders? Today's guest is Curtis Arledge, Chairman and CEO of Mariner Investment Group, a $10 billion multi-strategy fund base

Laurence Russian - Covering the World at ABS Global

Today, we are joined by Laurence Russian, a Founding Partner at ABS Global Investments, which manages more than $12 billion in assets. Laurence's career began at the legendary Brazilian investment bank Banco Garantia, th

Deirdre Bolton - How to be a Good Guest

We have a special bonus episode today taking you behind the scenes to discuss what makes a good podcast guest. I chatted with Deirdre Bolton, who has a long background in television and now coaches some of the world's to

Peter Kraus - Investing is a Creative Process

Peter Kraus has occupied a front-row seat to the transformation of modern finance. His journey began not on a trading floor, but in the rigorous world of accounting at Peat Marwick, where he consulted on the bankruptcy o

Sebastian Mallaby - The Infinity Machine

Sebastian Mallaby, a British journalist, author, and senior fellow at the Council on Foreign Relations, is renowned for his expertise in international economics, finance, and in-depth biographies. He has been a two-time

Michael Psaros - The Buy and Build Machine at KPS Capital Partners

Kate El-Hillow President and CIO of Russell Investments

What happens when you apply neural networks to 40 years of proprietary investment data? At Russell Investments, Kate El-Hillow is finding out. By bringing AI into the heart of manager research, El-Hillow is moving beyond

Chris Heller - The Psychology of Niche Assets

The term uncorrelated is used so often it tends to lose its meaning. Today we are talking to someone who seeks out truly uncorrelated assets in niches you've never thought of. How do you turn a barrel of bourbon into a p

François de Visscher - Fourth Generation Wisdom

The Private Capital podcast spent a delightful afternoon with François de Visscher, a fourth-generation family member of the Belgian multinational firm Bekaert, which was founded in 1880. François has been a longtime and

André Perold - Beautifully Inefficient Markets

We think of the markets as complex systems but today's guest André Perold, sees it as a fascinating puzzle of human behavior, asymmetric information, and 'beautiful inefficiencies.' André is a legendary figure in the wor

Kathryn Leaf - CEO of Pantheon on the Rise of Secondaries

Kathryn Leaf is the CEO of Pantheon, a $76 billion private equity firm that has been doing secondaries, among other things, for decades. We had a deep discussion with her about the dramatic growth in the market. Her pers

Avi Kalichstein - GP Stakes at Hunter Point Capital

Today's guest is Avi Kalichstein, the CEO of Hunter Point Capital. He's deeply invested in the rapidly expanding world of private equity stakes. We delve into the influence of his father, a renowned pianist, and his earl

Lawrence Calcano - The Private Markets Revolution

Lawrence Calcano, CEO of iCapital, began his path to finance with a surprising fork in the road, a theater audition on the very same day as his Morgan Stanley interview. That moment set the stage for a remarkable career

Arjun Raghavan - Returns With Resilience

Partners Capital is a $60 billion asset manager that outsources investments for institutions including family offices, foundations, and endowments. The firm was founded with particularly sophisticated clients, most of th

Shirl Penney - Champions and Breakouts

Today's guest is Shirl Penney, founder and CEO of Dynasty Financial Partners, which is a comprehensive platform that allows wealth advisors to go independent and form their own RIA. Shirl's story starts with a thrift sto

Adam Waterous - M&A Mastery in Oil and Gas

Adam Waterous is the founder of Waterous Energy Fund, the largest private equity fund in Canada's oil and gas sector. He gives us a masterclass on the past fifty years of oil and gas investing. From humble roots and with

Roger Ferguson - The Making of a Policymaker

Hello and welcome to the Private Capital podcast. I'm Joe Reilly, head of Circulus Group, a network for family offices based in Greenwich, Connecticut. Our next family office summit is on November 20th in New York. It wi

Andy Unanue - Family Culture and Family Capital

Today we are traveling through one of the great family business stories, that of Goya Foods, the formation of their family office, and the creation of a free-standing private equity firm that focuses on family businesses