21 episodes

Conversations with investment and business thought leaders, founders, and experts geared toward the family office executive or family principal. Join host Joe Reilly as we learn from the best in the investment and business world. Great stories, analysis and insights you can use in a family office context.

Private Capital Joe Reilly

    • Business
    • 5.0 • 7 Ratings

Conversations with investment and business thought leaders, founders, and experts geared toward the family office executive or family principal. Join host Joe Reilly as we learn from the best in the investment and business world. Great stories, analysis and insights you can use in a family office context.

    Scott Sperling - Co-CEO of Thomas H. Lee Partners

    Scott Sperling - Co-CEO of Thomas H. Lee Partners

    Scott Sperling is the Co-CEO of Thomas H. Lee Partners.  We had an excellent conversation about his time at Harvard Management Company under legendary figures like Walter Cabot and Jack Meyer, his thoughts on the evolution of private equity, the growth of THL, how the firm is structured, his top metrics and how to find new areas of growth.
     
    Scott is Co-CEO and co-chair of the firm’s management committee.  Prior to joining Thomas H. Lee Partners, Scott was, for more than a decade, managing partner of the affiliate of Harvard Management Company that managed all alternative asset classes for Harvard University’s endowment fund. Before that he was a Senior Consultant with the Boston Consulting Group.
    Scott is involved with a number of charitable and non-profit organizations. He is Chairman of MassGeneralBrigham, the Parent of the Harvard teaching hospitals, Massachusetts General Hospital and Brigham & Women’s Hospital. He is Chairman Emeritus of the CitiCenter for Performing Arts and Wang Theater.
     
    NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.
     
    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 
    FOLLOW JOE: https://twitter.com/joereillyjr
    WEBSITE: https://www.circulus.co/
    INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
     
    If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.
     
    ©2024 Joe Reilly

    • 49 min
    Michael Tiedemann - CEO of AlTi Tiedemann Global

    Michael Tiedemann - CEO of AlTi Tiedemann Global

    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.
    Michael began his career working for Tiedemann Investment Group (TIG) as an emerging markets research analyst. In 1994, he joined the equity research group at Banco Garantia, one of Brazil’s leading investment banks, living in Brazil for two years. Later, Michael ran their equity sales and trading operations out of New York, where he worked closely with Garantia’s top-ranked hedge fund-of-fund group. In 1998, when Credit Suisse acquired Garantia, he remained there, heading up their sales trading efforts for Latin America, until he left to start Tiedemann Advisors in 2000.
    Michael has been a selected speaker at a number of financial and regulatory associations around the country. In 2012, the Henry Street Settlement honored Michael for his contribution to charitable causes, and most recently in 2017 Michael received the Impact Award for his contribution to fighting poverty by the River Fund of New York.  Michael received a Bachelor of Arts degree in psychology from Ohio Wesleyan University.
     
    If you like these discussions, please subscribe or leave a review. Please enjoy my excellent talk with Mike Tiedemann.
     
    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
     
    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 
    FOLLOW JOE: https://twitter.com/joereillyjr
    WEBSITE: https://www.circulus.co/
    INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
     
    If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.
     
    ©2024 Joe Reilly

    • 57 min
    Alex Chaloff - CIO of Bernstein Private Wealth Management

    Alex Chaloff - CIO of Bernstein Private Wealth Management

    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 private client business. The PCIPG provides asset allocation, investment, and risk management advice for high-net-worth clients, endowments, and foundations. Before joining Bernstein in 2005, he was a managing director at Wilshire Associates, serving on the firm’s investment committee. At Wilshire, Alex structured the investment programs of Fortune 500 companies and developed the portfolio construction for multiple mutual fund complexes, serving as Chief Financial Officer for several fund families. Prior to that, he worked in fund accounting operations at a global custodian in Boston. Alex earned a BA in government and politics from the University of Maryland, College Park, and an MBA with a concentration in finance from the Marshall School of Business at the University of Southern California.
     
    NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
     
    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 
    FOLLOW JOE: https://twitter.com/joereillyjr
    WEBSITE: https://www.circulus.co/
    INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
     
    If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.
     
    ©2024 Joe Reilly

    • 48 min
    Mark Hurley - Welcome to the Wealth Management Jungle

    Mark Hurley - Welcome to the Wealth Management Jungle

    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 Protection, a cybersecurity company. He was the Chairman and CEO of Fiduciary Network, a well know firm that provided capital for internal transitions, acquisitions, and MBOs of Registered Investment Advisors. Prior to that he was CEO of Undiscovered Managers, a mutual fund company, and started out at Goldman Sachs. Mark was educated at the United States Military Academy at West Point and has an MBA from Stanford.
     
    Digital Privacy and Protection:  https://www.dpripro.com
     
    Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry: https://www.dpripro.com/research/yhxohtca3dvhxbc69uh2xqhgi5ynen-jzsww
     
    NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.
     
    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 
    FOLLOW JOE: https://twitter.com/joereillyjr
    WEBSITE: https://www.circulus.co/
    INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
     
    If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.
     
    ©2024 Joe Reilly

    • 59 min
    Steffen Pauls - Future of Private Equity

    Steffen Pauls - Future of Private Equity

    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 Trier.
    We talk about his exciting educational and entrepreneurial journey, what KKR was like when it all fit in one room, the challenges of starting a company and getting initial traction, the technological challenges of building a private equity platform, and what he thinks about the future of the space.
    Please enjoy my interview with Steffen Pauls.
    Moonfare:  https://www.moonfare.com/us
    Twitter:  https://twitter.com/steffenpauls
    Moonfare Deal Talk:  https://podcasts.apple.com/il/podcast/deal-talk-interviews-with-private-equity-leaders/id1689571193
    NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.
    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 
    FOLLOW JOE: https://twitter.com/joereillyjr
    WEBSITE: https://www.circulus.co/
    INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
    If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.
    ©2024 Joe Reilly

    • 53 min
    Casey Whalen - Lessons from David Swensen

    Casey Whalen - Lessons from David Swensen

    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 clients.
    Please enjoy my interview with Casey Whalen.
    Full Bio:
    Casey Whalen is the Managing Director, Head and CIO of Lazard Family Office Partners.  She was previously CEO and CIO at Truvvo partners, a $3.8 B OCIO manager of family wealth and was CIO of the New York Public Library before that.  She was Director of Public Investments for Rockefeller University and began her investment career at the Yale University Investments Office under David Swensen.  She is a graduate of Yale University where she studied economics.  She serves on the Investment Committee of the Rockefeller Family Fund.
    NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.
    Lazard Family Office Partners:  https://www.lazardassetmanagement.com/us/en_us/references/lazard-family-office-partners
    Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 
    FOLLOW JOE: https://twitter.com/joereillyjr
    WEBSITE: https://www.circulus.co/
    INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964
    If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.
    ©2024 Joe Reilly

    • 1 hr 1 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Markets Geek ,

Impressive

Really enjoyed the Conceptual Thinking episode, I can use the takeaways.

Nicole H. NYC ,

Highly recommend

Great podcast, highly recommend!

Pandamantic ,

Great Questions

While some podcasts can get too technical, Reilly is able to make complex topics accessible for listeners of all experience. Host knows to ask the right questions and then just let the guest expand. Every episode teaches me something new, even if I have heard the guest before. It has become a regular listen.

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