Jul 31, 2023
After our recent podcast conversation, Matt Breitfelder, Partner
and Global Head of Human Capital at Apollo, asked me if he could
turn the tables and, in his words, interview the interviewer about
interviewing. We did that and added a two-way conversation about
Our conversation covers my path to the...
Jul 24, 2023
Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group, CEO of the public BDC Ares Capital Corporation (ARCC), and a...
Jul 17, 2023
Seth Klarman is a legendary value investor and CEO and Portfolio Manager of The Baupost Group, an investment firm founded in 1982 that manages $27 billion. Seth authored the very out-of-print Margin of Safety and edited the recently released 7th edition of Graham and Dodd’s value investing classic, Security...
Jul 13, 2023
Today’s sponsored insight features Ravi Viswanathan, Founder and
Managing Partner of NewView Capital (NVC), a venture firm that
created a disruptive model for strategic secondary investing that
blends portfolio acquisitions with direct investing.
Our conversation covers Ravi’s path to the venture industry, lessons...
Jul 10, 2023
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with one hundred of the most influential pools of capital in the world. James has been a repeat guest on the show. Our very first conversation five years ago including his background and...