Tax-Efficient Multifamily Real Estate at Newbrook

With: Robert Boucai & James Broyer

Robert Boucai and James Broyer are the Co-Founders of Newbrook Capital Properties, a multifamily real estate investment platform built to generate optimal long-duration, tax-efficient income.

Robert Boucai & James Broyer - Tax-Efficient Multifamily Real Estate at Newbrook

Glass Box Quant at MDT Advisers

With: Daniel Mahr

Daniel Mahr is the Head of MDT, the $26 billion quantitative equity investing group at Federated Hermes that oversees a suite of actively managed mutual funds, ETFs, collective investment trusts, and separately managed accounts.

Daniel Mahr - Glass Box Quant at MDT Advisers

Unlocking Venture Access Through Stock Options at Vested

With: Dave Thornton

Dave Thornton is the Co-Founder and CEO of Vested.

Dave Thornton - Unlocking Venture Access Through Stock Options at Vested

Direct Lending’s Evolution and Invesco’s Edge

With: Ron Kantowitz

Ron Kantowitz is the Head of Private Debt for Invesco’s Private Credit platform.

Ron Kantowitz - Direct Lending’s Evolution and Invesco’s Edge

Flexible Capital and Creative Structures at Thayer Street

With: Josh Koplewicz

Josh Koplewicz is the Managing Partner of Thayer Street Partners.

Josh Koplewicz - Flexible Capital and Creative Structures at Thayer Street

Navigating the Evolution of Private Equity Secondaries

With: Jon Madorsky

Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors.

Jon Madorsky - Navigating the Evolution of Private Equity Secondaries

Building Enduring Partnerships at Blue Owl

With: James Clarke

James Clarke is the Global Head of Institutional Capital at Blue Owl.

James Clarke - Building Enduring Partnerships at Blue Owl

Roberto Isch & Mark Sullivan Episode Card

Hedge Fund Investing at Wellington

With: Roberto Isch & Mark Sullivan

Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm.

Roberto Isch & Mark Sullivan - Hedge Fund Investing at Wellington

Home Equity Investment at Hometap

With: Jeff Glass

Jeff Glass is the Cofounder and CEO of Hometap Equity Partners.

Jeff Glass - Home Equity Investment at Hometap

Ontra

With: Troy Pospisil

This Sponsored Insight features Troy Pospisil, CEO of Ontra, a legaltech firm created for the private markets industry.

Troy Pospisil - Ontra

Enfusion

With: Neal Pawar

Neal Pawar is COO of Enfusion, a SaaS platform that combines front, middle and back office in a unified trading system.

Neal Pawar - Enfusion

Boutique Managers and Active ETFs at Harbor Capital

With: Kristof Gleich

Kristof Gleich is the President and CIO of Harbor Capital Advisors.

Kristof Gleich - Boutique Managers and Active ETFs at Harbor Capital

High Yields and Low Risk at Polen Capital

With: Dave Breazzano

Dave Breazzano is the head of the Credit Team at Polen Capital.

Dave Breazzano - High Yields and Low Risk at Polen Capital

Dynamo Software

With: Hank Boughner

Hank has been the CEO of Dynamo Software since 2017.

Hank Boughner - Dynamo Software

Customizing Solutions from the Top Down at Invesco

With: Mo Hagbhin

Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions.

Mo Hagbhin - Customizing Solutions from the Top Down at Invesco

The Case for India at India Capital

With: Dan Tennebaum

Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India.

Dan Tennebaum - The Case for India at India Capital

Nasdaq Solovis at Verger Capital

With: Jeff Manning & Nasdaq Solovis

Jeff Manning is CFO of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments.

Jeff Manning & Nasdaq Solovis - Nasdaq Solovis at Verger Capital

Lower Middle Market Buyout Investing at RCP

With: Alex Abell

Alex Abell is a Managing Partner at RCP Advisors, one of the largest firms focused exclusively on lower-middle market buyouts.

Alex Abell - Lower Middle Market Buyout Investing at RCP

CLO Investing at Flat Rock Global

With: Shiloh Bates

Shiloh Bates is the Chief Investment Officer at Flat Rock Global.

Shiloh Bates - CLO Investing at Flat Rock Global

Confident Humility at Barings

With: Michael Freno

Mike Freno is the Chairman & CEO of Barings, a $400 billion global manager that invests across public and private fixed income, real assets, and capital solutions.

Michael Freno - Confident Humility at Barings

Intelligo at Stonehaven Partners

With: Brian Gaffney

This Sponsored Insight highlights Intelligo, a risk intelligence and background check platform that blends human analysis with cutting-edge AI.

Brian Gaffney - Intelligo at Stonehaven Partners

Day Zero Investing at Antler

With: Magnus Grimeland

Magnus Grimeland is the CEO and founder of Antler, one of the world’s largest day zero investors.

Magnus Grimeland - Day Zero Investing at Antler

Corridor of Commerce at eGateway Capital

With: Chad Summe & Mike Veith

This Sponsored Insight features Chad Summe and Mike Veith, Partners at eGateway Capital, a Cincinnati based, thesis-driven firm.

Chad Summe & Mike Veith - Corridor of Commerce at eGateway Capital

Union Park Consulting

With: Beth Gilje

This Sponsored Insight features Beth Gilje, the founder of Union Park Consulting, a leading investment operations consulting firm.

Beth Gilje - Union Park Consulting

High-Conviction Growth Investing at Sands Capital

With: Brian Christiansen

This Sponsored Insight features Brian Christiansen, Executive Managing Director and Senior Portfolio Manager at Sands Capital.

Brian Christiansen - High-Conviction Growth Investing at Sands Capital

DealCloud

With: Ben Harrison

This Sponsored Insight features Ben Harrison, Founder and Co-President of DealCloud.

Ben Harrison - DealCloud

Hard Currency Emerging Markets Debt at JHI

With: Thomas Haugaard

Thomas Haugaard is a portfolio manager on the Emerging Markets Debt Hard Currency team at Janus Henderson Investors.

Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI

STP Investment Services

With: Dan Houlihan

Dan Houlihan is the CEO of STP Investment Services, a global investment operations firm.

Dan Houlihan - STP Investment Services

Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate

With: Ted Martell

Ted Martell is the Co-Founder of Maverick Real Estate Partners, the leading investor in commercial real estate NPLs in NYC.

Ted Martell - Empty Rooms: Commercial Real Estate Non-Performing Loans in NYC at Maverick Real Estate

Three Decades of Private Credit at Antares

With: Timothy Lyne

Tim Lyne is the CEO of Antares Capital, a private credit manager with $65 billion in assets.

Timothy Lyne - Three Decades of Private Credit at Antares

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