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Oct 28
52m 12s

Randy Cohen, Professor of Entrepreneursh...

Dean Curnutt
About this episode
Private equity has become an increasingly important part of institutional portfolios. Investors are attracted to its long-term return potential, the ability to influence portfolio companies and, perhaps less explicitly, the relatively smooth performance that comes from periodic rather than daily valuations. But what exactly are investors being compensated fo ... Show More
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Nov 4
Bruce Darringer, Founder BSD Strategic Advisors
My guest today on the Alpha Exchange is Bruce Darringer, Founder of BSD Strategic Advisors and former Partner and Chief Operating Officer of King Street Capital Management. Our conversation is about risk management, but not simply the risk of prices moving against you. As Bruce m ... Show More
55m 43s
Nov 2
Lori Calvasina, Managing Director, Head of US Equity Strategy, RBC Capital Markets
On this episode of the Alpha Exchange, I’m joined by Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, for a discussion on the forces shaping the equity market and the framework she uses to assess where the S&P 500 should trade. A central theme of our conversat ... Show More
50m 14s
Oct 9
Chris Hentemann, Founder and CIO, 400 Capital Management
Chris Hentemann launched 400 Capital Management in October of 2008, in the teeth of the Global Financial Crisis, with roughly $2.5 million of friends, family and mostly his own capital. Today, 400 Capital manages approximately $8 billion, focused on asset-based and securitized cr ... Show More
52m 4s
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