E388: The Future of Investing: AI, Expert Networks, and Information Alpha

E388: The Future of Investing: AI, Expert Net...

Up next

E391: $17 Billion CIO on Taxes, Private Markets, and Building Wealth

What if the biggest driver of long-term investment success isn't finding better investments, but helping investors avoid their own worst decisions? In this episode, I sit down with Ron Albahary, Chief Investment Officer at LNW, to discuss the unique challenges of managing wealth ...  Show more

E390: Ron Rofé on AI, Founder Obsession, and Venture Returns

What if the best venture investors aren’t chasing the hottest sectors—but the founders who would still be working on the problem long after the hype disappears? In this episode, I sit down with Ron Rofé, Co-Founder and General Partner of Rainfall Ventures, to discuss why founder ...  Show more

Recommended Episodes

[REPLAY] - Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
Private Equity Deals with Capital Allocators

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo, a private equity firm focused on software and technology companies with over $78 billion in assets under management. Among his many accolades, Forbes named Orlando “Wall Street’s best dealmaker” in 2019. Our conversa ...  Show more

4 Acquisitions In, Holdco Builder's Goal is £150m
Acquiring Minds

Holdco entrepreneur Sam Turner shares his vision to build the leading platform for independent M&E businesses in the UK. 

Topics in Sam’s interview:

<ul><li>Importance of patience and flexible timelines</li><li>Getting through fetal position moments</li><li>Balanc ...  Show more

CD&R, Ravi Sachdev and Ron Williams – Scaled Growth Equity at agilon health (S1.EP.08)
Private Equity Deals with Capital Allocators

Ravi Sachdev is a Partner and Ron Williams is an Operating Advisor at Clayton Dubilier & Rice, a global private equity firm with $57 billion in assets under management that was founded in 1978. agilon health is a company CD&R created from the purchase of two businesses in 2016 an ...  Show more

$2 Million of Fun: Big Margins in Play Centers
Acquiring Minds

About fall conferences: Southeast Entrepreneurship through Acquisition Conference2025 Buy Then Build SummitMcguireWoods Independent Sponsor ConferenceM &A Launchpad's Fall Show (use ACQUIRINGMINDS for a discount)Despite tight search criteria, Daniel Batista found a business that ...  Show more