Mar 30, 2023
My guest on today’s sponsored
insight is Andy Lee, the Founder and CIO of Parallaxes Capital.
Andy spun out of Lone Star in 2017 to focus on the niche
opportunity to invest in Tax Receivable Agreements or TRAs.
Our conversation covers Andy’s background and path to the hidden
gem of TRAs. We cover the basics of a...
Mar 27, 2023
Mar 25, 2023
Since I wrote Short-Term Gain, Long-Term Pain three weeks ago, we certainly hit a big one. I had a chance to take a step back and draw from my experience working at Yale for some parallels. Suffice it to say David Swensen didn't play the game like SVB did, but I think I know how he would've been spending his time to...
Mar 23, 2023
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...
Mar 20, 2023
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...