This sponsored insight features David Abrams, Founding Partner of Velocity Capital Management. Velocity is a newly formed firm that focuses on investing with founders to build best-in-class sports, media, and entertainment companies. Our conversation covers David’s background, long experience in distressed investing on Wall Street and at Apollo, and personal investments in sports-related businesses that led to serving at CIO of Harris Blitzer Sports & Entertainment. We then turn to the formation...
Mar 23, 2023•57 min•Transcript available on Metacast Colin Campbell is a Partner at Bain Capital and co-head of the Partnership Strategies team that manages assets primarily for Bain Capital’s partners in strategies that diversify away from the equity-orientation of the firm’s core. In its search for attractive, uncorrelated assets, the Partnership Strategies team became an early mover in environmental markets. Both Tom Steyer and Bill Orum cited carbon credits and offsets as a necessary and important near-term component to effect climate transiti...
Mar 20, 2023•1 hr•Transcript available on Metacast Listen to TaylorMade on Private Equity Deals It’s almost golf season, and what better way to get mentally prepared for the game than listening to the turnaround story of TaylorMade. Episode 3 of Season 2 of Private Equity Deals released this morning, in which David Shapiro from KPS discusses the firm’s investment from a colorful history, broken process, and laundry list of repairs. Subscribe to Private Equity Deals on your favorite podcast player to hear the story of the third name you know in S...
Mar 15, 2023•44 sec•Transcript available on Metacast Bill Orum is a Partner at Capricorn Investment Group, one of the largest and longest standing mission-aligned investment organizations. Capricorn oversees $9 billion across three distinct but related investment strategies - an OCIO serving families and foundations, a seeding business that backs impact asset managers, and the Technology Impact Fund, a venture capital fund focused on clean technology and climate solutions. Bill joined Capricorn twenty years ago in the firm’s infancy with the missi...
Mar 13, 2023•55 min•Ep 301•Transcript available on Metacast Tom Steyer is the founder and former head of Farallon Capital Management, climate activist, candidate for President of the United States in 2020, and most recently, co-founder of Galvanize Climate Solutions, a mission driven investment platform addressing urgent climate solutions. Our conversation covers Tom’s early career and founding of Farallon in 1986. We discuss his original strategy, history, and succession to new leaders at the firm. We then turn to Tom’s retirement from Farallon, work on...
Mar 06, 2023•1 hr 12 min•Ep 300•Transcript available on Metacast Listen to Blue Triton Brands on Private Equity Deals. On the second episode of season 2 of Private Equity Deals, Scott Spielvogel from One Rock Capital discusses their carveout of Blue Triton Brands, a business that formerly comprised Nestle Water North America. Its brands collectively have the top market share in North American bottled water and include Poland Spring, Deer Park, Arrowhead, Pure Life, Origin, and a host of others. Are you ever curious about the ownership and industry around the ...
Mar 01, 2023•57 sec•Transcript available on Metacast Beezer Clarkson, Chris Douvos, and Joelle Kayden are three of the most respected investors in venture capital funds, manning their forts at Sapphire Ventures, Ahoy Capital, and Accolade Partners, respectively. Each is a past guest on the show and we’re replayed those conversations in the feed. In a far more challenging environment after last year’s public market growth selloff and tightening of purse strings in private markets, we convened to discuss the state of the venture capital industry. Ou...
Feb 27, 2023•55 min•Ep 299•Transcript available on Metacast My guest on the 7th episode of Venture is Eating the Investment World is Joelle Kayden, the Founder and Managing Partner of Accolade Partners, a $3.6 billion venture fund of funds that invests across early stage, growth, blockchain, and empowerment strategies and one of the most respected firms in the business. Our conversation covers Joelle’s nearly two decades in technology investment banking, the launch of Accolade into the dot.com bubble, and its evolution over twenty years. We then discuss ...
Feb 27, 2023•56 min•Transcript available on Metacast Beezer Clarkson is Managing Director at Sapphire Ventures where she is responsible for the management of Sapphire’s fund investments in early stage venture funds globally. Her career through direct and fund investing has left her with unusually deep knowledge and insights in the space. Our conversation starts with Beezer’s meandering career and turns to her work at Sapphire, including its structure and unique relationship with SAP, Series A investing, winnowing through a massive funnel of fund o...
Feb 27, 2023•57 min•Transcript available on Metacast Chris Douvos is Managing Director at Venture Investment Associates, a fund that invests $1B in commitments to venture capital funds. Chris is responsible for the management of relationships with the funds’ managers and the identification and development of new manager relationships. He is the author of an entertaining blog about venture capital entitled SuperLP – Adventures in Investing, available at SuperLP.com . Prior to joining VIA, Chris spent seven years co-heading the private equity progra...
Feb 27, 2023•1 hr 10 min•Transcript available on Metacast Dan Ivascyn is the Group-CIO of PIMCO, the legendary bond shop with nearly $2 trillion in assets under management. Dan arrived at PIMCO 25 years ago and assumed the Group-CIO seat in 2014, where he leads portfolio management for the firm’s income strategies, credit hedge fund, and mortgage opportunistic strategies. Today’s guest host is Ana Marshall the CIO of the $13 billion Hewlett Foundation and a repeat guest on the show. Ana has a longstanding relationship with Dan and PIMCO and leads us on...
Feb 20, 2023•45 min•Ep 298•Transcript available on Metacast Season 2 of PE Deals starts this week with Fenway Sports Group . On Season 1, we shared stories of eight recent deals conducted by some of the premier private equity firms. The show already has received accolades as the #1 must-listen podcast for private equity dealmakers. In season 2, we’re shifting from sponsors you know to companies you know. Our first episode releases today. It’s a discussion of Fenway Sports Group with Arctos founder Ian Charles and FSG’s President & CEO, Sam Kennedy. FSG i...
Feb 15, 2023•1 min•Transcript available on Metacast José E. Feliciano is the Co-Founder and Managing Partner of Clearlake Capital Group. Clearlake manages $75 billion in assets in a flexible strategy across private equity, credit, and special situations in the technology, industrial, and consumer sectors. Our conversation covers José's background, operational experience, and launch of Clearlake in 2006 to pursue a flexible strategy. We turn to the challenges and drawbacks of Clearlake's flexible investment approach, its investment process, owners...
Feb 13, 2023•1 hr 3 min•Transcript available on Metacast Today’s show is a sponsored insight from AgAmerica, the largest independent agricultural loan lender and servicer in the US. I sat down with President and CEO, Brian Philpot. Brian invested for twenty-four years in timberland, agricultural, and real estate before turning to a sole focus on farmers. AgAmerica helps farmers thrive in good times and sleep well in tough times, having originated $2 billion of loans in the past two years. Our conversation covers Brian's background and path to focusing...
Feb 09, 2023•41 min•Transcript available on Metacast Marshall Boyd is the Co-President and CIO at Interstate Equities Corporation, a real estate investment firm that manages $1 billion focusing exclusively on multi-family apartments on the California coast. IEC is one of those little-known gems for those in the know. It's an endowment darling with just a dozen or so of the most elite LPs in the business exploiting an attractive, little corner of the investment world. Our conversation covers Marshall's path to IEC and steps to turn a family boutiqu...
Feb 06, 2023•51 min•Transcript available on Metacast John-Austin Saviano is the founder of High Country Advisors, where he serves as a strategic advisor to both investment firms and the institutional pools of capital that back them. Before starting High Country in 2017, John-Austin served as an allocator for nearly two decades at the Moore Foundation, Cambridge Associates, and as the first CIO of UC-Berkeley's Endowment. Our conversation covers John-Austin's career path from direct investing to allocation and insights gleaned across his roles. We ...
Jan 30, 2023•48 min•Transcript available on Metacast Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm that provides capital solutions to lower middle market companies and drives social impact. Shundrawn was a past guest on the show while in his prior seat as President of Northern Trust Asset Management, a leading global investment manager with over $1.3 trillion in assets. That conversation is replayed in the feed. This time around we pick up with Shundrawn's decision to leave Northern Trust, his m...
Jan 23, 2023•48 min•Ep 293•Transcript available on Metacast Shundrawn Thomas, President of Northern Trust Asset Management, where he oversees the $900 billion organization. Shundrawn joined Northern Trust Corporation in 2004 and rose to the leadership team in 2008. Over the last 8 years, he has hired and promoted much of Northern Trust Asset Management’s executive team, whose fifteen members include nine women and minorities. Shundrawn is deeply involved in diversity efforts across the industry and was named one of this year’s Most Influential Black Exec...
Jan 23, 2023•1 hr 4 min•Transcript available on Metacast Anthony Scaramucci is the Founder and Managing Partner of Skybridge Capital and the SALT conference, and for a brief period in 2017, the White House Communications Director. Anthony and I were scheduled to record a conversation the Friday morning he was named to the White House. That clearly didn’t happen, but we circled back a few months after his return to Skybridge, and that conversation is replayed in the feed. Since then, he invested some of Skybridge’s assets in crypto and last August sold...
Jan 16, 2023•1 hr 3 min•Transcript available on Metacast The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur in the hedge fund industry for 23 years, growing to prominence within the industry through his oversight of fund of funds Skybridge Capital, creation of the popular SALT conference, regular television appearances, and rejuvenation of the iconic television show Wall Street Week. He grew to prominence worldwide when his longtime political interests led to a brief tenur...
Jan 16, 2023•1 hr 1 min•Transcript available on Metacast In a new feature on the podcast, we will share an audio version of Ted’s blog, called What Ted’s Thinking (or WTT). His latest discusses frauds and why you're not likely to detect the next one. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership...
Jan 14, 2023•10 min•Transcript available on Metacast Gregg Lemkau is the CEO of MSD Partners, the investment firm with roots as Michael Dell's family office. MSD was formed in 1998 to manage $400 million of Michael's capital. In the ensuing twenty-five years, that initial $400 million has grown to north of $20 billion. Gregg joined MSD two years ago after a twenty-eight-year career at Goldman Sachs, where he rose to Co-Head of Investment Banking, served on the Firm's Management Committee, and was widely considered one of a few candidates to succee...
Jan 09, 2023•57 min•Transcript available on Metacast Neal Foard is a twenty-five-year advertising and marketing executive who specializes in the art of storytelling. Neal has ranked among the top ten most awarded creative directors in the world. He has served as the Worldwide Director of Creative Learning at Saatchi & Saatchi and developed award-winning campaigns for Budweiser, Lexus, and Sony. Most recently, Neal coaches C-Suite executives, is CMO for Within Inc., and has built a following on social media (and his website passionatelogic.com for ...
Jan 02, 2023•53 min•Transcript available on Metacast This week, we’re counting down the top 5 episodes of 2022. Without further ado, the number 1 show of 2022 is Sam Zell – Common Sense and Uncommon Profits. Sam is the chairman of Equity Group Investments, a private investment firm he founded more than 50 years ago. Sam has a storied track record of turning around troubled companies and assets, leading industry consolidations, and bringing companies to the public markets. His current investments canvass logistics, health care, manufacturing, energ...
Dec 30, 2022•51 min•Transcript available on Metacast This week, we’re counting down the top 5 episodes of 2022. Coming in at number 2 is Todd Boehly – The Next Berkshire Hathaway. Todd is the Co-founder, Chairman, and CEO of Eldridge, a multi-billion dollar permanent capital holding company with investments in eighty businesses, including high profile brands like the Los Angeles Dodgers, Dick Clark Productions, and The Hollywood Reporter, and an array of companies across other industries, including media, insurance, real estate, asset management, ...
Dec 29, 2022•53 min•Transcript available on Metacast This week, we’re counting down the top 5 episodes of 2022. Weighing in at number 3 is Paul Enright - Inside Long Short investing. Paul is a private investor managing his own capital under single-family office, Krainos Capital. Paul opened Krainos after a dozen years at Viking Global Investors, the multi-billion dollar long-short equity hedge fund that also has been one of the most successful breeding grounds for talent in the industry. He has a deep understanding of intricacies of long-short equ...
Dec 28, 2022•1 hr 7 min•Transcript available on Metacast This week, we’re counting down the top 5 episodes of 2022. Coming in at number 4 is Rob Citrone - Emerging Markets, hedge funds, and staying in the game. Rob is the Founder of Discovery Capital Management, a $2 billion global hedge fund investing across equities, fixed income, currencies, and rates with a focus on emerging markets. Rob is one of the longest-standing managers in the space and the largest investor in his fund. He trained under Julian Robertson in the heyday of Tiger Management in ...
Dec 27, 2022•44 min•Transcript available on Metacast It's that time of year where I share my annual letter and a rundown of the top episodes of 2022. We’re adding a little drama to the results this year by counting down the top 5 each day this week. Coming in at number 5 is Annie Duke - The Power of Quitting, episode 273. You likely noticed that we’ve replayed the episode in the feed. Tune in tomorrow to find out which next episode you heard more than any other from last Thanksgiving to this one. With that, please enjoy my annual letter to you, de...
Dec 26, 2022•21 min•Transcript available on Metacast Annie Duke is a former professional poker player, decision making expert, best-selling author, and fortunately, a repeat guest on the show. Our first conversation about Annie’s background and best-seller Thinking in Bets is replayed on the feed. Her latest masterpiece releases tomorrow. It’s called Quit: The Power of Knowing When to Walk Away, and I’m going on record predicting it will be a best-seller in short order. Our conversation covers Annie’s compulsion to write another book, our instinct...
Dec 26, 2022•1 hr 17 min•Transcript available on Metacast The final episode of Season One of Private Equity Deals released this morning. I’m joined by Ravi Sachdev and Ron Williams from CD&R. Ravi is a specialist dealmaker in the healthcare space and Ron is an Operating Partner who is the former CEO of Aetna. We discuss agilon health, a company they created out of a concept to build a win-win for health care providers, payers, and Medicare patients. It contains aspects of a venture concept, buyout, and growth equity investing all wrapped into one. We’v...
Dec 21, 2022•1 min•Transcript available on Metacast 
