Private Capital: Intelligence for the Family Office Investor

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 necess...

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...

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 Schoo...

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 Profess...

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 conve...

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...

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 J...

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:...

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 Pau...