Sep 27, 2021
Today’s show is a little different from previous ones. Our
Chief of Staff, Hank Strmac, had an idea to blend investing with
some fun. It turned out I had just the crew.
For the last twenty years, four friends and I have met for
dinner regularly to talk investing. Three of them - Brett Barth
from BBR Partners, Jon Harris from Alternative Investment
Management, and Meredith Jenkins from Trinity Wall Street, are past
guests on the show. The fourth, Casey Whalen from Truvvo Partners,
was a colleague of mine at Yale back in the mid-90s.
We recently got together in Brett’s offices and riffed on a
range of topics, including Covid, crypto, nuances in private equity
and hedge funds, non-institutional investing, China, diversity, and
ESG. We closed with a round on the two people who most
influenced our careers.
If you enjoy this as much as I do this crew, reach out to Hank
or me and let us know. I suspect I can cajole them into doing it