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Private Capital

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.

May 3, 2024

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...


Apr 5, 2024

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...


Mar 21, 2024

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...


Feb 22, 2024

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...


Feb 8, 2024

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 -...