Private Capital Call

Rafay Farooqui , Founder and CEO of SUBSCRIBE , a global fintech company that modernizes private fund investments for institutional investors, wealth managers, fund managers, and service providers, and previously a founder of CAIS, joins Private Capital Call to unpack the pivotal moments that shaped his approach to building companies and how each successive venture sharpened his instinct for ident...

This week, we're joined by Brandon Grimm , Partner and Chief Investment Officer at Gilbert & Cook , an independent RIA providing wealth management, financial planning, and family office services to high-net-worth individuals and families. Brandon oversees the firm's investment strategies across traditional and alternative assets - including private equity, private credit, and real esta...

This week, we're joined by Igor Baranovski , Chief Portfolio Manager on the Alternative Investments team at PenSam , a Danish pension fund managing over $30 billion in assets across public and private markets. In his role, Igor leads credit investments and portfolio construction across the full credit spectrum, overseeing the entire investment process spanning both fund and direct investments as w...

This week we welcome back our first returning guest, renowned economist  Dr. Mickey Levy  - Visiting Fellow at the Hoover Institution at Stanford University and longstanding Member of the Shadow Open Market Committee, who spent over 22 years as Chief Economist at Bank of America and later Berenberg Capital Markets, and now runs  MDL Insights , focusing on monetary and fiscal policy. In this episod...

This week we're joined by Sonali Basak , Chief Investment Strategist at iCapital , a global fintech leader transforming access to alternative investments. Sonali leads strategic thought leadership across public and private markets, delivering actionable insights to financial advisors, investors, and asset managers worldwide. Before joining iCapital, she spent 12 years at Bloomberg, most recent...

This week we have a special edition of Private Capital Call. We're turning the tables on our own  Randy Schwimmer , as  Bloomberg Radio's   Paul Sweeney  takes the host chair to mark a milestone worth celebrating the relaunch of The Lead Left as  The Lead . What started as a humble internal monthly newsletter at Chase Manhattan Bank in 1993 has grown into one of private capital's most widely read...

This week, we're joined by William (Bill) Cox and Eric Rosenthal from KBRA . Bill serves as Chief Rating Officer, leading KBRA's global ratings platform and is widely recognized as the driving force behind the firm's private credit and private markets initiatives. Eric is Head of Default Research at KBRA DLD , where he focuses on default analysis across private credit, leveraged loan,...

This week, we're joined by David Robinson , the James and Gail Vander Weide Professor at Duke University's Fuqua School of Business and Research Director of Duke Innovation and Entrepreneurship Initiative. An internationally recognized expert in private equity, venture capital, and entrepreneurial finance, his research has been featured in The New York Times , The Wall Street Journal , the Financi...

This week, we’re pleased to welcome  Ryan Eisenman , co-founder and CEO of  Arch , the leading operating system for private markets. Arch helps investors and advisors manage private credit, private equity, hedge funds, and real estate in one place, modernizing a historically manual, portal-by-portal experience. With more than seven years leading the firm, Ryan brings a practical perspective on whe...

To celebrate Churchill's 20th anniversary, I am honored to finally welcome my longtime business partner and closest friend, Ken Kencel , to the podcast for the very first time. Ken is President and CEO of Churchill Asset Management , a $64 billion private capital manager providing customized financing solutions to U.S. middle market private equity firms and their portfolio companies. With over...

Today, we are pleased to welcome  Ellen Zentner , Chief Economic Strategist and Global Head of Thematic and Macro Investing at  Morgan Stanley Wealth Management . In her role, Ellen combines her passion for economics with a talent for guiding investors through turbulent times. She is also a member of the Treasury Borrowing Advisory Committee, where she advises the U.S. Treasury Department on the e...

This month, we're pleased to welcome Jake Miller , Co-Founder and Chief Solutions Officer of Opto Investments , a private markets investment platform that helps wealth managers build, fundraise for, and manage private markets programs. A former Bridgewater investor, Jake co-founded Opto with the mission of making private investing more accessible. He's passionate about sensible long-term investing...

This month, we’re excited to welcome  Michael Ashley Schulman , Partner and Chief Investment Officer at  Running Point , a multifamily office offering personalized financial services including investment management, estates and trusts, tax, and insurance. Michael leads Running Point’s global investment strategies and impact assessments across public and private markets and brings 20+ years of expe...

This month, we’re delighted to welcome  Don Calcagni , Chief Investment Officer of  Mercer Advisors , a full-service wealth management firm overseeing $90 billion in assets. Don leads the strategic direction of Mercer Advisors' investment platform, chairs the firm’s investment committee, and manages all investment-related communications. His expertise encompasses fiduciary oversight, economics...

This month, we're delighted to welcome  Aaron Sack , Head of  Morgan Stanley Capital Partners (MSCP),  a leading middle market private equity platform specializing in privately negotiated equity investments throughout North America. With 29 years of industry experience, Aaron leads investment strategy, portfolio management, board service, fundraising, and chairs the MSCP investment committee....

This month, we’re pleased to welcome Richard Miller, Group Managing Director and Chief Investment Officer of TCW Private Credit Group , which specializes in providing senior secured loans to U.S. middle market borrowers. With more than 30 years of capital markets experience, Rick leads TCW’s private credit investment strategy and portfolio construction, and has been recognized on the Institutional...

This month, we're pleased to welcome Francis Griffin , Senior Vice President in Callan's Alternatives Consulting Group . Callan is one of the largest independently owned investment consulting firms in the U.S., advising institutional investors with over $3 trillion in total assets. Francis leads Callan's private credit research efforts and brings more than 25 years of experience in pri...

This month, we’re pleased to welcome  Cameron Dawson , Chief Investment Officer at  NewEdge Wealth , a division of NewEdge Capital Group. NewEdge Wealth provides tailored solutions for ultra-high-net-worth individuals, family offices, and institutional clients. As CIO, Cameron leads the development of the firm’s investment themes, strategies, and market outlooks. In this episode, Cameron discusses...

This month, we’re pleased to welcome Mark Zandi , Chief Economist at Moody's Analytics , a leading provider of economic research and analytical tools. Dr. Zandi oversees Moody’s Analytics' economic research and is a trusted advisor to policymakers, businesses, and the media. He is the author of Paying the Price and Financial Shock , - described by The New York Times as the “clearest guide”...

This month, we welcome Marcel Schindler , Partner and Head of Private Debt at StepStone Group , a global private markets investment firm offering customized investment solutions, advisory, and data services. Marcel leads StepStone’s global private debt platform and is actively involved in both investment and management initiatives. In our conversation, Marcel shares his outlook on the macro enviro...

This week, we’re pleased to welcome  Jess Larsen , Founder & CEO of  Briarcliffe Credit Partners  - a premier placement agency exclusively focused on private credit. Briarcliffe specializes in fundraising services for established private credit strategies, helping firms navigate the evolving investment landscape. In our conversation, Jess shares his insights on what it takes to achieve a succe...

This month, we’re pleased to welcome  Bilal Hafeez , Founder and CEO of  Macro Hive —a leading platform for global macro research and strategy serving both institutional and retail investors. Before launching Macro Hive, Bilal held senior roles at major financial institutions and has consistently been recognized as one of the top market strategists in the industry.   With rising geopolitical tensi...

This month, we’re excited to welcome Tim Bray , Managing Director of Alternative Investments and Senior Portfolio Manager at GuideStone Financial Resources. With more than $23 billion in assets under management, GuideStone is one of the nation’s largest faith-based mutual fund companies. Over his 19-year tenure, Tim has played a pivotal role in expanding the firm’s alternative investments platform...

This month, we are joined by  Anastasia Amoroso , Managing Director and Chief Investment Strategist at iCapital. Anastasia provides expert insights into private and public market investment opportunities, helping advisors and high-net-worth clients navigate an ever-changing financial landscape. With a keen understanding of macroeconomic trends, she brings a strategic perspective on how investors c...

This month, we have Jack Ablin, Chief Investment Officer and founding partner at Cresset Capital, a top fractional family office serving high net worth individuals and families. Jack discusses his extensive investment background dating back to the 1980s, highlighting how his strategy has evolved towards asset allocation. Jack shares insights into the current macroeconomic landscape, particularly t...