Capital Allocators – Inside the Institutional Investment Industry

Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)

Feb 23, 2026

Today’s show dives into the state of the venture capital from the LP perspective.

Sean Warrington is a Partner on the Private Investments team at Gresham Partners, a $13 billion multifamily office, and Ed Grefenstette is the CEO and CIO of The Dietrich Foundation, a $1.6 billion foundation with an unusually...

[REPLAY] Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)

Feb 23, 2026

Ed Grefenstette is the CIO of The Dietrich Foundation, which supports charitable organizations in Western Pennsylvania through a truly unique investment strategy that seeks to first, last, and always grow the assets. Bill Dietrich, a successful industrialist, published historian, international investor, and innovative...

Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)

Feb 16, 2026

Bobby Jain is the CEO and CIO of Jain Global, a global multi-strategy hedge fund he launched last year that manages about $6 billion with over 350 employees. Bobby’s storied Wall Street career includes spending seven years as the Co-CIO of Millenium and twenty at Credit Suisse in a...

WTT: Can Private Markets Normalize?

Feb 12, 2026

In a world dominated by short-termism, does it seem odd that private equity holding periods are getting longer?

Private equity professionals don’t have different genes than other investors. They face a structural problem: too many portfolio companies cannot find a buyer.

Private equity-owned businesses continue...

Stephen Gilmore – CalPERS’ Total Portfolio Approach (EP.486)

Feb 9, 2026

Stephen Gilmore is the Chief Investment Officer of CalPERS, which at $600 billion is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world. Stephen joined CalPERS eighteen months ago from a career spanning Wall Street, the IMF, and two of the most...