ÜBER DIESEN PODCAST 🔗

Aktualisierungshäufigkeit:
weekly
Durchschnittliche Audiolänge:
20 minutes
Gastinterviews
Englisch
Großbritannien
29 Folgen
seit 7. September 2021
episodic

NEUESTE FOLGEN 🔗

Defence spending is rising. Where does that create investment opportunity? In this edition of The Fast Five, Sean Bilak, Managing Partner of OM/VP, discusses why his early-stage defence and dual-use technology fund is focused on opportunities across Eastern Europe. In conversation with Heather Z…

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FRÜHERE EPISODEN

Is scale the enemy of alpha in private credit? In this edition of The Fast Five, Ben Rubenstein, Co-founder of Setpoint Capital, explains how the company uses a niche, asset-backed strategy focused on lending to lenders against U.S. residential real estate. In conversation with Ben, we explore: …
  “We’ve bought fewer hotels because we know too much.”    🎤︎︎ In this edition of The Fast Five, Russell Flicker, Co-founder and Managing Partner of AWH Partners, joins Heather Zumarraga to discuss the dynamics shaping hotel investment across the US.    They explore:    ❯❯ How AWH Partners evaluate…
Is there more value in private tech before the unicorn stage?    🎤︎︎ In this edition of The Fast Five, Richard Brekka, CEO of Second Alpha Partners, explains how the company uses secondary investments to access late-stage technology companies at a more attractive value.    In conversation with Ric…
Is market dislocation creating attractive opportunities in commercial real estate?    In this episode of The Fast Five, @Rahim Charania, Founder and Managing Partner of Woodvale, explains how they approach commercial real estate by looking across different types of properties to identify the most a…
Could a $5.4 billion maturity wall be creating an opportunity in cannabis private credit?    In this episode of The Fast Five, Brendan Fay, Founder and CIO of Coda Capital, explains why the company sees opportunities in the underserved cannabis credit market, focusing on limited-license states and …
Is growing pessimism around India creating an opportunity for long-term investors?    In this episode of The Fast Five, Nishay Goel, Founder and CIO of Duro Capital, explains how the company approaches Indian equities through a concentrated, long-only, all-cap strategy focused on high-conviction op…
What if tokenisation could give investors exposure to commodities that are still in the ground?    In this episode of The Fast Five, Matt and Kevin Hamilton, Co-founders of AetherStrike, explain how their platform is tokenising non-producing natural resources - from oil and gas to gold - through s…
What separates asset-based lending from private credit?    In this episode of The Fast Five, Jeff Haas, Portfolio Manager and President of SR Alternative Credit, explains why asset-based lending offers a differentiated approach to private credit and how disciplined underwriting helps protect invest…
Is the traditional 60/40 portfolio still enough in today's investment environment?    In this episode of The Fast Five, Michael Philbrick, CEO of Resolve Asset Management Group, explains why many portfolios are diversified by label rather than by true economic risk exposure.    Michael explores how…
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