Private Capital

Michael Tiedemann is a founding partner and chief executive officer of AlTi Tiedemann Global, a publicly traded $70 billion investment firm. He is also a member of the firm’s board of directors and chairman of the firm’s internal investment committee.  We talk about starting the business with his father, Carl Tiedemann

Alex Chaloff is the CIO of Bernstein Private Wealth Management. We had a great conversation talking about his personal litmus test for a manager, what to do with lagging funds, the advantages of scale, and the importance of having a sleep coach. Please enjoy my talk with Alex Chaloff.   Alex Chaloff is the Chief Invest

Today we have Mark Hurley, who recently co-authored a white paper called Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Mark has written several influential papers over the years, and makes some intriguing and provocative points. We go into the mechanics of the wealth manageme

Steffen Pauls is a serial entrepreneur with a long background in the private equity industry.  His career started at BCG; he started and sold a fintech company during the dot com era; worked at KKR when it was still a small firm and grew along with it; and then left to start his own company in 2016 called Moonfare - wh

Casey Whalen has had a remarkable investing career starting at the Yale investments office, then Rockefeller University, the CIO of the New York Public Library, running three billion at Truuvo partners and now heading up Lazard’s family office partners.  Casey and I talk about the many lessons she learned from David Sw

Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments.   I thought it would be great to catch up with Ryan to get a look under the hood of a rapidly growing B2B SaaS company tackling one of asset management’s persistent back