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, the former president of DLJ, spinning up a wealth manager from scratch after the dot-com collapse, the importance of having an operator mentality, finding great talent, and Mike’s thoughts on venture, private debt, growth in the wealth management space and being deliberate ..read more

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 Investment Officer of Bernstein Private Wealth Management. Before his current role, he served as head of Alternative Asset Strategies. Alex was also a Senior Investment Strategist and Co-head of Bernstein’s Private Client Investment Policy Group, the decision-making body for the p ..read more

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 management business, how to find talent, discuss the ten-year acquisition spree in the industry, and the challenges of a wealth management business which is transitioning from a club-like place to one that is far more competitive.   Mark is currently CEO of Digital Privacy and Prote ..read more

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 - which is a private equity investing platform making top-tier funds available to retail and institutional investors at lower minimums.  Steffen got his bachelor’s degree from the University of Mannheim with high distinction and his PhD in Economics from the University of T ..read more

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 Swensen, and I especially liked her stress on getting alignment with all the players in an investment program.  We also talk about the importance of the right frameworks, private investments, letting go of managers and dealing with customized portfolios for wealthy client ..read more

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 office issues such as K-1s and capital calls, as well as a look at how their focus on product and customer experience can help you stand out in the burgeoning fintech space.  As someone who has personally struggled from the deluge of unstructured data in a family offic ..read more

Today we have Jon Hirtle, founder and executive chairman of Hirtle, Callaghan & Co, a $20 billion  OCIO firm.  I was especially interested to talk to Jon because he is a real process guy, and has been thinking deeply about managers and portfolios for over thirty years.  John trained recruits at Paris Island, worked at Goldman, and left with no clients to become a pioneer in what came to become the OCIO business.  We discuss prediction markets, what he learned from the Mellon family office, and his concept of looking for an “uninterrupted chain of logic.” Jon is a regula ..read more

AI for Portfolio Insight Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for investors of all stripes. Szilagyi spent most of his career with Stanley Druckenmiller at Duquesne Capital. He was co-CIO of global macro at Lombard Odier and also managed portfolios at Fortress under Michael Novogratz.  Jan has a Ph.D. in economics from Harvard, and BA and MA degrees in mathematics and economics from Yale. I was very eager to talk to Jan about his cutting-edge work of actually applying artifici ..read more

Stan Miranda is the Co-Founder and Chairman of Partners Capital, a global OCIO with $50 billion under management.  Stan was previously a longtime director at Bain and chairman of their Worldwide Executive Committee and a co-founder of Evolution Global Partners, a venture capital firm affiliated with Kleiner Perkins and TPG.     I was interested to talk to Stan about the very interesting DNA of Partners, and how they engage with their very talented clients, many of whom are private equity partners, endowment heads, and substantial family offices. Stan has thought deeply about the ..read more

Paul Edelman is a psychologist who has worked with some of the world’s most successful hedge fund managers.  Today we take a deep dive into how psychological techniques can be used to look for investment managers, how Paul applied what he learned from great mentors to filter for the investment management skill set, the importance and uncovering of conceptual and probabilistic thinkers, and why you shouldn’t use Myers Briggs.  We get a bit into some very interesting weeds including some history of psychology and analytical concepts, but Paul has a great way of tying it all together to ..read more