“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried, who also served as the former president and co-chief operating officer at Goldman Sachs, shares his perspectives on investment opportunities, leading teams, a ... Show More
Jul 21
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth
As a newly installed chairman takes the helm of the Federal Reserve, US monetary policy remains uncertain amid a soft inflation print and escalating tensions in the Middle East. David Mericle, chief US economist in Goldman Sachs Research, forecasts the Fed to keep interest rates ... Show More
18m 24s
Jul 15
The Growth of the Space Industry
Falling launch costs, innovations, and AI are fuelling a space economy that could reach $1 trillion by the 2040s, according to Michael Tarulli and Erik Sparks in Goldman Sachs Investment Banking. The key driver: launch costs have plunged sharply, opening up access to space and en ... Show More
16m 34s
May 2025
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
<p>Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building ... Show More
51m 6s
Nov 2024
Apollo CEO: Private Markets, Investment Alpha and Risk Management
<p>What does it take to stay resilient in a fast-changing financial world? How are private markets transforming the way we invest? And how does Apollo approach risk? Nicolai Tangen meets with Marc Rowan, CEO and co-founder of Apollo Global Management, to discuss the rapidly ... Show More
53m 29s
Nov 2024
Across the Great Divide: Public and Private markets reconsidered
In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG Public & Private Markets series. They explore the roles of real estate, credit, ... Show More
28m 49s
Jan 2025
Blackstone President and COO: Investment Decisions, Entrepreneurial Drive and Company Culture
<p>oin Nicolai Tangen as he sits down with Jonathan Gray, COO of Blackstone and former head of its real estate division. Gray shares what drives Blackstone’s success, the evolution of their investment philosophy, and the process for identifying outstanding businesses. He also pro ... Show More
49m 24s
Oct 2022
[REPLAY] Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207)
Our Private Equity Masters mini-series concludes with Chuck Davis, the CEO and Chairman of the Investment Committee at Stone Point Capital. Stone Point has invested $21 billion across 135 businesses, all in the financial services industry. Prior to joining Stone Point’s predecess ... Show More
1h 6m
Nov 2025
239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030
Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly accessible to in ... Show More
18m 4s
Feb 2025
Trading Insights: Evolution of the markets structuring business
<p>In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses. They delve into the key driver ... Show More
26m 23s