Capital Allocators – Inside the Institutional Investment Industry

Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)

Apr 28, 2025

Two weeks ago, James Aitken suggested sharpening your pencil to find specific individual assets that have been beaten down, while Louis-Vincent Gave declared Latin America an attractive place to look. Combining these themes, I reached out to today’s guest, Rodrigo Bitar, Co-founder of 3B1 Partners, to get his...

[REPLAY] Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)

Apr 28, 2025

Original Release Date: 08/29/2022

On today’s show we’ll discuss a classic empty room – an opportunity ignored by most investors. In this case, we dive into the investment case for Venezuela, a non-starter for pretty much every institution because of the country’s autocratic political regime, sanctions, and...

WTT: What it Takes to Raise Capital

Apr 24, 2025

No one wants to invest in a small manager. There, I said it. But everyone wants to invest in a great small manager. So how does a small manager try to prove that they’re great?

Read Ted’s blog here.

Ben Forman – Unlocking Blockchain’s Potential (EP.441)

Apr 21, 2025

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1.5 billion manager of financial applications of blockchain technology and digital assets across long, arbitrage, venture, and GP seeding strategies. Ben last came on the show in 2022 as part of our Crypto for Institutions mini-series, and...

[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)

Apr 21, 2025

Ben Forman is the Founder and Managing Partner of ParaFi Capital, a $1 billion investment and technology firm that focuses on decentralized finance across digital assets, venture equity, and quantitative strategies. Ben launched ParaFi in 2018 after a decade in traditional finance roles across investment banking, credit...