OM DENNE EPISODE
In the first episode of Alpha Explained, George Kailas, founder and CEO of Aethon Fund, sits down with Les Brun, Chairman and CEO of Sarr Group and Founder of Hamilton Lane. Les traces his path from driving a cab in New York to rising through commercial and investment banking. He also shares the story behind a due diligence memo that eventually became the foundation for Hamilton Lane, a global private markets firm that now oversees more than $1 trillion in assets. He explains why credit is the best place to start an investing career, why even the most advanced AI can’t fix bad data, and what decades in corporate boardrooms have taught him about leadership, values, and getting clear on what you don’t know.
Alpha Explained: for investors, allocators, and anyone curious about how great investment decisions get made.
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Aethon Fund
Website: aethon.fund
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George Kailas
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Les Brun
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Les’s newsletter: Real Business
Resources Mentioned:
“Etorre’s Wisdom,” memo by Howard Marks
The Psychology of Money by Morgan Housel
Fooled by Randomness by Nassim Nicholas Taleb
Produced by The Podglomerate & Upland Workshop.
About Aethon Fund:
Aethon is an AI-powered hedge fund built on 20 years of investing discipline. The firm’s proprietary signal libraries, refined through years of live market feedback, are paired with machine-enforced trading rules and a world-class team of AI researchers, quants, and institutional traders. Aethon is headquartered in New York City. For more information, visit www.aethon.fund.
Disclosure: This episode is for informational purposes only and should not be considered investment advice or an offer to buy or sell any security. Guests’ views are their own and do not necessarily reflect those of Aethon Fund. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional before making investment decisions.
