Episodes

#25 – Stephen Nesbitt: Cliffwater, Private Debt
INVESTING INSIGHTS | MARKET INSIGHTS | 06.18.2024

#25 – Stephen Nesbitt: Cliffwater, Private Debt

Steve is the Co-Founder and CEO of Cliffwater, an investment advisory firm specializing in alternative investments with $78B in AUM (as of 3/31/24). He also manages two private debt funds with combined assets of $23B (as of 3/31/24). Steve shares insights into the history and future prospects of the private debt market.

#24 – Martín Escobari: GA, Entrepreneurship, Growth Equity
FEATURED GUESTS | MARKET INSIGHTS | INVESTING INSIGHTS | 06.11.2024

#24 – Martín Escobari: GA, Entrepreneurship, Growth Equity

Martín Escobari is Co-President, Head of Global Growth Equity and Chairman of the Investment Committee at General Atlantic. GA is a leading growth equity firm that manages $84B (as of 3/31/24) and has been one of the pioneers of growth equity since its founding in 1980. Martín covers a wide range of topics including his philosophy, entrepreneurship and the outlook for growth equity.

#23 – Melissa Ma: China, India, PE
INVESTING INSIGHTS | MARKET INSIGHTS | 06.04.2024

#23 – Melissa Ma: China, India, PE

Melissa is the Co-Founder and Managing Partner of Asia Alternatives, which manages over $15B (as of 3/31/24) and focuses on private equity in Asia. Melissa shares insights into China and India and discusses investing in private markets in these two large markets.

#22 – Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels
MARKET INSIGHTS | INVESTING INSIGHTS | FEATURED GUESTS | 05.28.2024

#22 – Jim Lippman, Bobby Lee, Danny Lippman: JRK, Multifamily and Hotels

Jim (Founder and Chairman), Bobby (CEO), and Danny (President) of JRK discuss multifamily and hotel investing. JRK has owned and operated over $9 billion in assets since its launch in 1991. They share insights into the investing landscape, their unique approach, and their outlook.

#21 – Bob Chagares: Logistics,
INVESTING INSIGHTS | MARKET INSIGHTS | 05.21.2024

#21 – Bob Chagares: Logistics, "Small Boxes," E-Commerce

Bob is the Founder and Chairman of High Street, which is a private real estate manager that invests in industrial and logistics properties. High Street has invested over $5B since it launched in 2002. Bob shares unique insights into the history of the logistics industry and describes the secular tailwind for e-commerce and “small boxes.”

#20 – Matt Smith: Ruffer, Market History, Outlook
MARKET INSIGHTS | INVESTING INSIGHTS | 05.14.2024

#20 – Matt Smith: Ruffer, Market History, Outlook

Matt is a Senior Fund Manager at Ruffer, a $30B UK-based absolute return manager that is highly regarded for its macro perspectives. Matt shares insights about Ruffer’s unique investment philosophy, risk management, financial markets history and the firm’s market outlook.

#19 – Michael Bego: Secondaries, Private Markets
INVESTING INSIGHTS | MARKET INSIGHTS | 05.07.2024

#19 – Michael Bego: Secondaries, Private Markets

Michael is Founder and Managing Partner of Kline Hill Partners, a $5B alternative asset manager that invests in secondaries. Michael shares insights about the secondaries market and private investments.

#18 – David Samra: Value Investing, Market Efficiency
INVESTING INSIGHTS | MARKET INSIGHTS | 04.30.2024

#18 – David Samra: Value Investing, Market Efficiency

David is the founding partner and lead portfolio manager of the Artisan International Value Team, which manages about $40B. David shares his perspectives about value investing, the importance of buying at a discount to intrinsic value and risk management.