S2 | Episode 9: Is Investing in Modern China for the Intrepid or the Foolhardy with Ed Grefenstette
Despite being thousands of years old, China’s current economic and political system began to take shape only in the late 20th century, particularly following the economic reforms initiated in the late 1970s. Today, China represents one of the largest economies in the world, a breeding ground for innovation, and an exciting capital market increasingly open to foreigners. However, recent policy swings and geopolitical events have called many items into question - is China investable? Is it possible to develop a long-term view despite short-term geopolitical headwinds? And, most importantly, will the many years of progress toward economic and political pragmatism win the day? We're joined by China private capital investor pioneer, Ed Grefenstette, CEO and CIO of the Dietrich Foundation.Introduction: (0:48)Halftime: (1:20:43)Guest: (1:28:52)Guest:Ed Grefenstette, CEO and CIO, The Dietrich FoundationEpisode Sources
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2:37:24
S2 | Episode 8: Special Episode - What Now? The Future of Asset Management with Kevin Quirk
With the tectonic plates in trade, geopolitics, economics, and national security seemingly shifting under our feet in real time, we stepped back to talk about some of the major themes defining the future of this industry. With a lens towards the current uncertainty and risk of global regime change, we examined where our profession, and particularly private capital, is likely to evolve. No one was better equipped to guide us than Casey Quirk co-founder and current Global Head of Investor Relations at Bain, Kevin Quirk.Introduction: (0:48)Guest: (6:50)Guest:Kevin Quirk, Global Head of Investor Relations, Bain CapitalEpisode Sources
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1:02:22
S2 | Episode 7: Is this the Golden Age of Institutional Crypto Adoption with Greg Tusar and Robert Mitchnick
After many booms, busts, and shakeouts in crypto markets, the pump seems primed for broader adoption in institutional portfolios. Are we really doing this? How might a seemingly crypto-friendly Trump Administration fuel further adoption in the largest capital market in the world? In this episode, we use history as a guide, exploring the phases of crypto adoption and wrestling with whether we're truly in a new era or if the headlines are overhyping reality. Join us and our guests, Robbie Mitchnick of BlackRock and Greg Tusar of Coinbase, to explore further.Introduction: (0:48)Halftime: (1:01:46)Guests: (1:07:58)Guests:Greg Tusar, Head of Institutional Product, CoinbaseRobert Mitchnick, Head of Digital Assets, BlackRockEpisode Sources
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1:51:14
S2 | Episode 6: Private Equity Needs a New Head of PR with Pete Stavros and Daryn Dodson
Greedy sinners or enterprising saints? The growth of private equity's influence on the economy can no longer be ignored. Like it or not, private equity's reach surrounds our daily lives and its impact on society can be felt across all sectors of the economy. In this episode, we outline a more balanced middle between the extremes of proponents and detractors and highlight two virtuous examples of how private capital is being used for social and financial good.Introduction: (0:48)Halftime: (46:25)Guests: (52:13)Guests:Pete Stavros, Co-Head, Global Private Equity, KKRDaryn Dodson, Founder, Managing Partner, Illumen CapitalEpisode Sources
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1:26:30
S2 | Episode 5: The Evolving Asset Owner - New Tools for a New Regime with Molly Murphy and Scott Chan
What do co-investments, secondaries, joint ventures, and NAV lending have in common? To some, they sound like complex investment vehicles - to us, they represent the cutting-edge tools reshaping how asset owners build portfolios. Gone are the days of relying solely on the binary choice between insourcing or outsourcing investment capabilities. Today’s institutional investors have a dynamic, customizable toolkit at their fingertips, empowering them to craft strategies that truly serve their stakeholders. Join industry leaders Scott Chan and Molly Murphy as they dive into this exciting evolution, unpack the innovative investment vehicles driving change, and discuss the challenges and opportunities in implementation.
Introduction: (0:48)
Halftime: (59:28)
Guests: (1:05:57)
Guests:
Molly Murphy, Chief Investment Officer, OCERS
Scott Chan, CFA, Chief Investment Officer, CalSTRS
Episode Sources
Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence.
Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.
Italia