Capital Allocators – Inside the Institutional Investment Industry

Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)

Apr 27, 2023

My guest on today’s sponsored insight is Aaron Sack, the head of Morgan Stanley Capital Partners, Morgan Stanley Investment Management’s middle market private equity business.

Our conversation covers Aaron’s path to Morgan Stanly sixteen years ago, the strengths and weaknesses of investing under the umbrella of...

Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310)

Apr 24, 2023

On today’s show, we’ll discuss a continuing empty room – an opportunity ignored by most investors because they either don’t want to or can’t participate. We’ve shared conversations under the theme about investing in Venezuela, Africa, CLO equity, tax assets, and biotech. Among them, biotech is a room that...

Yahoo on Private Equity Deals

Apr 19, 2023

Listen to Yahoo on Private Equity Deals.

The fifth episode of Season 2 of Private Equity Deals releases today. We discuss Apollo’s purchase of Yahoo a year and a half ago. You heard that right – Apollo bought Yahoo.

Yahoo is comprised of legacy Yahoo and AOL businesses, which peaked at a combined market cap of...

Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)

Apr 17, 2023

Mario Giannini and John Toomey lead two of the largest private equity fund investors in the world. Mario is the CEO of Hamilton Lane, which manages over $100 billion and supervises another $700 billion in non-discretionary assets, and John is half of the Executive Management Committee of HarbourVest, which also...

[REPLAY] Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)

Apr 17, 2023

Mario Giannini is the CEO of Hamilton Lane, where he oversees nearly $1 trillion of assets under management and advisement in private capital, making it perhaps the largest investor in private equity in the world. Mario joined Hamilton Lane thirty years ago and has spent the last 21 as its CEO. His breadth of knowledge...