E248: The Institutionalization of GP Stakes: ...

If private equity generates alpha, why are investors still paying for beta? In this episode, I sit down with Roger Vincent, Founder and CIO of Summation Capital, to break down portfolio construction, co-investing, and fee alignment in private equity. After more than a decade lead ...  Show more

Why does applying institutional investing frameworks often fail for taxable investors and families? David Weisburd speaks with Aneet Deshpande about adapting the endowment model to private clients, the rise of tax-aware private market investing, and why governance, pacing, and as ...  Show more

In this episode, Ben, Peter, and Salim discuss recent tech, AI, robotics, and crypto news and what the new administration means for tech enthusiasts.   Recorded on Jan 23rd, 2024 Views are my own thoughts; not Financial, Medical, or Legal Advice. Ben Horowitz is a prominent bus ...  Show more

In this episode, host Codie Sanchez sits down with Amjad Masad, CEO of Replit, to discuss the transformative potential of AI in the tech industry. Amjad shares his journey from coding at age six in Jordan to leading one of the fastest-growing AI companies. He offers insights into ...  Show more

In this episode, Carlos Gonzalez de Villaumbrosia interviews Karandeep Anand, President and Chief Product Officer at Brex, one of the fastest-growing fintech companies in the world.

Founded in 2017, Brex quickly became the go-to financial services partner for most Sil ...

If you’ve been waiting for us to venture back to the land of semiconductors, you’re in luck! On our NVIDIA and TSMC episodes, we explored two components of the silicon value chain: the fabless chip companies that design chips and the foundries that manufacture them. Today, we div ...  Show more