Capital Connect

Ben Haber

Capital Connect is a conversation with the people closest to that movement - founders, allocators, operators, and the executives building the infrastructure that makes it all work. Hosted by Ben Haber, co-founder of Monark Markets. The views and opinions expressed in this podcast are solely my own and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

Episodes

  1. Aug 20

    Priyesh Ranjan (Valura.ai) on Building AI-Native Access to Global and Private Markets | Capital Connect Ep. 9

    In this episode of Capital Connect, Monark Markets CEO Ben Haber sits down with Priyesh Ranjan, founder and CEO of Valura.ai, an AI-native global investment platform headquartered in Dubai. After two decades on the institutional side of finance, as CFO of Nasdaq Helsinki-listed Tecnotree, managing a multi-billion dollar family office, and founding the quantitative investment firm 2Cents Capital, Priyesh set out to give individual investors the guidance and access that has long been reserved for private banking clients. In this episode, we unpack: From the Institutional Seat to the Individual Investor: What twenty years across a public-company CFO role, a family office, and a quant firm revealed about how the wealthiest investors actually build wealth and reach opportunities others never see. Why AI Changes the Access Question: Pairing an AI advisor with more than 100,000 global instruments and curated portfolios, and what convinced Priyesh that private banking style guidance could finally be delivered at scale. India Through GIFT City: Valura's expansion as an IFSCA-registered broker-dealer, onboarding more than 1,000 wealth advisors ahead of launch, at a moment when India's outbound investment has climbed 67 percent to over 41 billion dollars a year. Building Compliant Cross-Border Rails: The regulatory and operational challenges of routing investors through registered infrastructure rather than offshore brokers, and why that distinction matters for the long term. Inside the Exclusives Desk: How pre-IPO allocations and private equity deals reach investors who have historically been shut out, and how Priyesh thinks about suitability, education, and portfolio construction for first-time private market investors. The Connective Layer: As private markets open to the wealth channel around the world, what the infrastructure between distribution platforms and the supply side of private markets needs to look like. About Capital Connect: Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber. About Monark Markets: Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com. Connect with Priyesh Ranjan & Valura.ai: Explore the platform at valura.ai, or connect with Priyesh directly on LinkedIn. Disclaimer: The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances. Tags capital connect, monark markets, ben haber, priyesh ranjan, valura ai, private markets, pre-IPO investing, GIFT City, IFSCA, cross-border investing, India outbound investment, AI investing, wealth management, private equity, alternative investments, fintech infrastructure, Dubai fintech, global investing

    Priyesh Ranjan (Valura.ai) on Building AI-Native Access to Global and Private Markets | Capital Connect Ep. 9
  2. Jul 29

    Tyler Jayroe (J.P. Morgan) on the Case for Small & Mid-Market Private Equity | Capital Connect Ep. 8

    In this episode of Capital Connect, Monark Markets CEO Ben Haber sits down with Tyler Jayroe of J.P. Morgan Asset Management's Private Equity Group to discuss the structures bringing institutional private equity to a broader set of investors. With 21 years at the firm, on a portfolio management team averaging 24 years of tenure, Tyler brings a rare long-term perspective on how the asset class is evolving and where the most attractive opportunities sit today. In this episode, we unpack: The Evolution of the Platform: How J.P. Morgan's private equity business grew from managing capital exclusively for institutions and ultra-high-net-worth investors in traditional drawdown funds to serving the wealth channel. Why Evergreen, Why Now: Inside the 2023 launch of the firm's evergreen private markets fund, a '40 Act registered vehicle, and why institutional investors are increasingly subscribing to evergreen structures as well. Tender Offer vs. Interval Fund: Why the firm chose a tender offer structure, and what that choice means for liquidity and portfolio management. The Case for Small and Mid-Market Private Equity: The concentration dynamics playing out on both sides of the market. Over 85% of companies with $100 million or more in revenue are privately held, while the top 10 private equity funds raised more than 40% of the industry's capital last year. Where Returns Come From: Why lower entry multiples, less reliance on leverage, and fundamental value creation favor investors in the less competitive end of the market. About Capital Connect: Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber. About Monark Markets: Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com. Connect with Tyler Jayroe & J.P. Morgan Asset Management: Explore the Private Equity Group's strategies on the J.P. Morgan Asset Management website, or connect with Tyler directly on LinkedIn. Disclaimer: The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

  3. Jul 16

    Yann Magnan (73 Strings) on How AI is Revolutionizing Portfolio Monitoring | Capital Connect Ep. 7

    In this episode of Capital Connect, Monark Markets CEO Ben Haber sits down with Yann Magnan, the co-founder and CEO of 73 Strings, to discuss how AI is transforming middle-office operations for alternative investment funds.With over 25 years of experience in valuation and corporate finance—including building the Paris office of Duff & Phelps—Yann shares how 73 Strings is streamlining data collection, portfolio monitoring, and valuations for some of the world's largest asset managers.In this episode, we unpack: The Founding Vision: Why Yann left a 25-year career in traditional financial advisory to build a technology platform that fixes fragmented, manual middle-office processes.Valuation as Art & Science: How to separate automated data workflows and deterministic calculations (the science) from essential human judgment and accountability (the art).AI-Powered Data Collection: How 73 Strings uses AI to extract KPIs from complex source documents (PDFs, PowerPoints, and Excel files) while maintaining a strict, auditable "source of truth" trail.The Rise of Evergreen Funds: How the influx of retail capital and the potential of 401(k) plans are pushing alternative asset managers from quarterly reporting to transaction-grade, high-frequency, and even daily pricing.The Future of Private Capital Transparency: Why creating trust through transparent underlying data and pricing is key to unlocking massive new retail capital inflows.LinkedIn: Reach out directly to Yann Magnan (he promises a response in under 8 hours!).Website: Discover how they are backed by Blackstone, Fidelity International Strategic Ventures, and Broadhaven Ventures.About Capital Connect:Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber. About Monark Markets:Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com. Disclaimer: The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

  4. Jul 16

    Yann Magnan (73 Strings) on How AI is Revolutionizing Portfolio Monitoring | Capital Connect Ep. 7

    In this episode of Capital Connect, Monark Markets CEO Ben Haber sits down with Yann Magnan, the co-founder and CEO of 73 Strings, to discuss how AI is transforming middle-office operations for alternative investment funds.With over 25 years of experience in valuation and corporate finance—including building the Paris office of Duff & Phelps—Yann shares how 73 Strings is streamlining data collection, portfolio monitoring, and valuations for some of the world's largest asset managers.In this episode, we unpack: The Founding Vision: Why Yann left a 25-year career in traditional financial advisory to build a technology platform that fixes fragmented, manual middle-office processes.Valuation as Art & Science: How to separate automated data workflows and deterministic calculations (the science) from essential human judgment and accountability (the art).AI-Powered Data Collection: How 73 Strings uses AI to extract KPIs from complex source documents (PDFs, PowerPoints, and Excel files) while maintaining a strict, auditable "source of truth" trail.The Rise of Evergreen Funds: How the influx of retail capital and the potential of 401(k) plans are pushing alternative asset managers from quarterly reporting to transaction-grade, high-frequency, and even daily pricing.The Future of Private Capital Transparency: Why creating trust through transparent underlying data and pricing is key to unlocking massive new retail capital inflows.LinkedIn: Reach out directly to Yann Magnan (he promises a response in under 8 hours!).Website: Discover how they are backed by Blackstone, Fidelity International Strategic Ventures, and Broadhaven Ventures.About Capital Connect:Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber. About Monark Markets:Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com. Disclaimer: The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

  5. Jul 1

    Paul Walker (Motive Partners) on Fixing Private Markets' "Pipes" | Capital Connect Ep. 6

    Monark CEO Ben Haber sits down with Paul Walker, Industry Partner at Motive Partners and former Co-Head of Technology at Goldman Sachs, to unpack the friction points still holding back private markets' operating models. Paul draws on decades of experience building technology at the highest levels of finance to explain what it will actually take to modernize the industry's infrastructure. In this episode: The Operating Model: How senior leaders at Motive Partners apply hands-on operational expertise with portfolio companies across the full lifecycle, from diligence through exit. The InvestCloud Strategy: A look at InvestCloud's approach to scaling private market access for wealth management platforms. Solving Scale: Tackling the industry's "pipes" problem, moving from manual, high-ticket, high-touch processing to an automated model that can support high-volume trade counts. The AI Transformation: Why Paul sees modern AI as "reasoning on demand," and how that shift is drastically accelerating both software development and financial operations. Paul makes the case that solving these operational bottlenecks, not just building new products, is what will unlock the next wave of growth in private markets. About Capital Connect: Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber. About Monark Markets: Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com. Disclaimer: The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

  6. Jun 26

    Shriram Bhashyam (Sydecar) on the Future of SPVs | Capital Connect Ep. 5

    Monark CEO Ben Haber sits down with Shriram Bhashyam, COO of Sydecar, to explore how technology is transforming the operational backbone of private market investing. Shriram shares insights from his deep background in the secondary ecosystem including his time as a cofounder of EquityZen to explain why the next phase of private capital depends on better infrastructure.In this episode:The Evolution of Secondaries: A decade long retrospective on how the pre IPO market moved from exclusive insider deals to a more accessible ecosystem with improved liquidity and process efficiency.The SPV Revolution: Why Special Purpose Vehicles are becoming the preferred tool for deal leads to move quickly, collect smaller checks, and institutionalize access to late stage private companies.Addressing the Anthropic Moment: Shriram clarifies Sydecar’s role as an administrative platform following industry shaking statements regarding unauthorized trading and the importance of company led transparency.Bridging the Wealth Gap: A look at the shared vision between Sydecar and Monark to integrate private market access directly into brokerage and custodial platforms.Solving the Tax Headache: How automating the issuance of K1s and improving ledger technology is critical to making private investments as seamless as public ones.Shriram discusses how Sydecar is removing the back office headache by automating compliance, banking, and reporting, allowing sponsors to focus on making deals rather than managing spreadsheets.About Capital Connect:Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.About Monark Markets:Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.Disclaimer:The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

  7. Jun 19

    Jacob Miller (Opto Investments) on Bridging the Private Markets Gap | Capital Connect Ep. 4

    Monark CEO Ben Haber sits down with Jacob Miller, co-founder of Opto Investments, to discuss the evolving landscape of private market access for the wealth community. Jacob explains how Opto is building bespoke private market programs for RIAs and family offices, moving beyond just "brand name" managers to find true outperformance.In this episode:The Drawdown Advantage: Why Opto prefers traditional drawdown structures over evergreen funds for risk reduction and patience.Alpha vs. Beta: A bold look at why "alpha" will never be democratized and how private market beta should be priced and distributed.The Conflict-Free Model: Why Opto refuses payment from GPs to ensure unbiased, open-architecture portfolio construction for clients.Avoiding the "Shiny Object": The common mistakes advisors make when allocating to private markets without a clear goals-based framework.Jacob shares how his background at Bridgewater Associates and partnership with Joe Lonsdale led to the creation of a firm focused on providing the technology and confidence needed to make private markets a core business pillar.About Capital Connect: Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.About Monark Markets: Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.Disclaimer: The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

  8. Jun 19

    Jacob Miller (Opto Investments) on Bridging the Private Markets Gap | Capital Connect Ep. 4

    Monark CEO Ben Haber sits down with Jacob Miller, co-founder of Opto Investments, to discuss the evolving landscape of private market access for the wealth community. Jacob explains how Opto is building bespoke private market programs for RIAs and family offices, moving beyond just "brand name" managers to find true outperformance.In this episode: The Drawdown Advantage: Why Opto prefers traditional drawdown structures over evergreen funds for risk reduction and patience.Alpha vs. Beta: A bold look at why "alpha" will never be democratized and how private market beta should be priced and distributed.The Conflict-Free Model: Why Opto refuses payment from GPs to ensure unbiased, open-architecture portfolio construction for clients.Avoiding the "Shiny Object": The common mistakes advisors make when allocating to private markets without a clear goals-based framework.Jacob shares how his background at Bridgewater Associates and partnership with Joe Lonsdale led to the creation of a firm focused on providing the technology and confidence needed to make private markets a core business pillar. About Capital Connect: Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber. About Monark Markets: Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com. Disclaimer: The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

  9. May 28

    Samir Vasavada (Vise) on Why the Future Advisor Needs EQ Over IQ | Capital Connect Ep. 3

    Monark CEO Ben Haber sits down with Samir Vasavada, co-founder and CEO of Vise, to discuss how AI is shifting the advisor's role. Samir shares a provocative vision: as technology handles the complex "IQ" tasks of portfolio management, the most successful advisors will be those with high "EQ" who can manage deeply personal client relationships. In this episode: ► The Shift in Expertise: why future advisors might study psychology instead of finance ► The "Conductor" Model: moving from back-office operations to directing an integrated "orchestra" of software ► Whole Portfolio Solutions: why public and private markets must finally converge into a single, tax-aware view Samir believes the industry must adapt or risk being left behind. About Capital Connect Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber. About Monark Markets Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com. Disclaimer: The views and opinions expressed in this podcast are solely my own and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

  10. May 21

    Viram Shah (Vested Finance) on Connecting Indian Investors to Global Markets | Capital Connect Ep. 2

    In the second episode of Capital Connect, Monark Markets co-founder and CEO Ben Haber sits down with Viram Shah, Co-Founder & CEO of Vested Finance, the platform managing over $1 billion in assets and giving Indian investors structured access to U.S. and global markets. Today, only 1 to 2% of Indian investors allocate capital internationally. Vested is closing that gap by combining cross-border brokerage infrastructure with the regulatory rails of GIFT City, India's emerging international financial services hub. In a focused 20-minute conversation built around three questions, Ben and Viram cover:▸ The three-step evolution of Indian global investing, moving from awareness, to access, and finally to advanced portfolio construction▸ How GIFT City is reshaping the regulatory framework connecting Indian capital to U.S. and global markets▸ Why Pre-IPO and private market access is becoming essential for the next generation of globally diversified portfoliosA candid conversation with one of the clearest operators building the bridge between Indian capital and global markets today.About Capital ConnectCapital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.About Monark MarketsMonark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.Disclaimer: The views and opinions expressed in this podcast are solely my own and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

    Viram Shah (Vested Finance) on Connecting Indian Investors to Global Markets | Capital Connect Ep. 2

Ratings & Reviews

3
out of 5
2 Ratings

About

Capital Connect is a conversation with the people closest to that movement - founders, allocators, operators, and the executives building the infrastructure that makes it all work. Hosted by Ben Haber, co-founder of Monark Markets. The views and opinions expressed in this podcast are solely my own and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.