The Distribution by Juniper Square
de Juniper Square
Episódio mais recente
32,000 Companies, 1,500 Exits: Why Direct Secondaries Became Private…
32,000 Companies, 1,500 Exits: Why Direct Secondaries Became Private…
Sobre este podcast
The Distribution by Juniper Square sits you down with industry experts, thought leaders, and some of the biggest names in commercial real estate, venture capital, and private equity, for open and honest conversations about what’s happening in the private markets.
Episódios
Os 20 episódios mais recentes de 154
- 32,000 Companies, 1,500 Exits: Why Direct Secondaries Became Private Equity's Liquidity Fix - David Wachter - CEO at W Capital Partners · 39 minIn this episode of The Distribution, host Brandon Sedloff sits down with David Wachter, founder and CEO of W Capital Partners and a partner in the private equity division of BNP…
- The Year of Building: Why One Credit Manager Threw Out Its AI ROI Metrics - Allison Davi - Co-COO at Benefit Street Partners · 42 minBrandon Sedloff and Allison Davi sit down at the IPEM Global Private Markets Conference in Paris to discuss Davi's role as co-COO at Benefit Street Partners, a specialized…
- Mosaic, Not Monolith: Why No One Can Actually Buy the Private Markets Benchmark - Andrea Auerbach - Global Head of Private Investments at Cambridge Associates · 39 minBrandon Sedloff and Andrea Auerbach sit down at the IPEM Private Markets Conference in Paris to explore how institutional allocators navigate today's complex private markets…
- The Real Return on a GP Stake Is Information - Adel Alderbas - CIO @ Wafra · 48 minBrandon Sedloff and Adel Alderbas sit down at the IPEM Private Markets Conference in Paris to discuss Wafra's distinctive approach to middle market investing. Alderbas, Chief…
- The Power of Compounding: How Convening People Turned Into a Four-Decade Venture Advantage - Jamie Montgomery - Co-Founder & Managing Partner at March Capital · 58 minBrandon Sedloff and Jamie Montgomery explore the power of compounding across networks, knowledge, and capital in this episode of The Distribution. Montgomery, founder and…
- HALO Investing: Why Hard Assets With Low Obsolescence Beat AI Disruption - Matthew Adler - Founder & Managing Principal - Adler Partners · 54 minBrandon Sedloff and Matt Adler explore the world of small bay industrial real estate and the path from family business to independent fund manager. Adler, founder and managing…
- The $20 Million Gap: Why Middle-Market Hotels Are Being Abandoned by Mega Funds - Russ Flicker - Co-Founder and Managing Partner - AWH Partners · 56 minBrandon Sedloff and Russ Flicker explore the institutional hotel business and the journey from practicing real estate law to building a vertically integrated hospitality firm…
- The Next Wave: Why Single-GP Evergreen Funds Will Define Wealth Channel Access - Susan Long McAndrews - Strategic Advisor · 59 minBrandon Sedloff and Susan Long McAndrews explore the evolving landscape of private markets distribution on The Distribution. Susan brings over two decades of experience from…
- The Succession Cliff: How Hunter Point Built a Full-Spectrum GP Solutions Platform - Melvin Hibberd - CIO at Hunter Point Capital · 57 minBrandon Sedloff and Melvin Hibberd explore the evolution of GP solutions and what it takes to build durable enterprise value in private markets. Hibberd, chief investment officer…
- AI for private markets leaders: Rethinking How Work Gets Done - Alex Robinson - Co-Founder & CEO of Juniper Square · 59 minBrandon Sedloff and Alex Robinson explore the accelerating intersection of artificial intelligence and private markets operations. Robinson, co-founder and CEO of Juniper Square…
- Building an AI-Native Real Estate Investment Firm - Dan Carr & Peter Weiss - Co-Founders of Alpaca Real Estate · 44 minBrandon Sedloff sits down with Dan Carr and Peter Weiss, co-founders of Alpaca Real Estate, for a live conversation recorded at their annual Aspen Real Estate Summit. The two met…
- The Discipline of Betting Against the Crowd — Bill McMorrow, CEO of Kennedy Wilson · 58 minBrandon Sedloff and Bill McMorrow trace the evolution of Kennedy Wilson from a $57,000 real estate auction company in 1988 to a global investment firm managing nearly $38 billion…
- Geopolitics Over Asset Allocation: Why the Next 40 Years Demand a New Portfolio Playbook - John Bowman - CEO of CAIA Association · 1 h 0 minBrandon Sedloff and John Bowman explore the future of private markets through the lens of CAIA Association's recent research report, "The World Rewired." Bowman, CEO of CAIA…
- The Inefficiency Advantage: Why the Best Alpha Lives in Private Markets' Hidden 90% - Raphi Schorr - Deputy Chief Investment Officer and Partner - HighVista Strategies · 59 minOn this episode of The Distribution, Brandon Sedloff and Raphi Schorr explore what makes inefficient markets the last bastion of alpha in private investing. Schorr, Deputy Chief…
- Institutional and Private Wealth as Equals: Nearly $100 Billion Built From Day One - David Weisburd - Co-Founder and Managing Partner - Weisburd Capital · 55 minBrandon Sedloff and David Weisburd explore the hidden psychology behind venture capital fundraising and LP decision-making on The Distribution. Weisburd, co-founder of Weisburd…
- The Platform Architect: Why Decision Architecture and Succession Planning Are Private Markets' Next Competitive Edge - Mike Cordingley - Managing Director @ Ferguson Partners · 56 minBrandon Sedloff and Mike Cordingley explore what it takes to build durable, scalable private markets firms in an era of constant disruption. Mike leads the strategy, leadership…
- Against the Rate Cut Consensus: Floating Rate Credit, Consumer Resilience, and a Higher-for-Longer Decade - Elizabeth Burton - Chief Strategist - Fortress Investment Group · 58 minBrandon Sedloff and Elizabeth Burton explore the shifting landscape of institutional investing, macro strategy, and the growing case for credit over traditional private equity…
- Operational Alpha at Any Scale: How a $300 Billion Platform Invests Like a Sector Specialist - Lowell Baron - CEO | Real Estate - Brookfield · 1 h 1 minLowell Baron and Brandon Sedloff trace the evolution of Brookfield's real estate business from a small balance sheet investor into a global platform managing roughly $300 billion…
- Credit, Secondaries, and 30 Years of Relationship-Driven Alpha - Aaron Gershenberg - CEO @ Pinegrove Venture Partners · 1 h 14 minBrandon Sedloff and Aaron Gershenberg sit down in California's wine country to explore three decades of venture capital evolution. Aaron, CEO and managing partner at Pinegrove…
- Picking Winners Late in the Race: Why Venture Secondaries Are a Decade-Long Opportunity · 54 minBrandon Sedloff sits down with Mike Boggs of Revelation Partners and Justin Burden of Industry Ventures at the Venture Secondaries Summit to explore how venture secondaries have…
