E442: Nelson Mills on Building a $100 Billion Company, the China Threat, and the Future of War

E442: Nelson Mills on Building a $100 Billion...

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E444: President of NEPC on Picking Fund Managers, Venture Capital, and AI Risk

What if the biggest advantage in institutional investing isn’t finding better managers, but building an organization that can make better decisions over decades? In this episode, I sit down with Tim McCusker, President of NEPC, which advises on approximately $2 trillion in assets ...  Afficher plus

E443: Why the Next Trillion-Dollar Startup Won’t Be a Software Company

What if AI makes software abundant and shifts venture capital’s biggest opportunities into the physical world? Leo Polovets is a General Partner at Humba Ventures, an early-stage deep tech fund investing across robotics, defense, energy, manufacturing, and other physical industri ...  Afficher plus

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