Capital Decanted

After many booms, busts, and shakeouts in crypto markets, the pump seems primed for broader adoption in institutional portfolios. Are we really doing this? How might a seemingly crypto-friendly Trump Administration fuel further adoption in the largest capital market in the world? In this episode, we use history as a guide, exploring the phases of crypto adoption and wrestling with whether we're truly in a new era or if the headlines are overhyping reality. Join us and our guests, Robbie Mitchnick of BlackRock and Greg Tusar of Coinbase, to explore further.Introduction: (2:03)Halftime: (1:03:01)Guests: (1:09:13)Guests:Greg Tusar, Head of Institutional Product, CoinbaseRobert Mitchnick, Head of Digital Assets, BlackRockEpisode Sources

Despite being thousands of years old, China’s current economic and political system began to take shape only in the late 20th century, particularly following the economic reforms initiated in the late 1970s. Today, China represents one of the largest economies in the world, a breeding ground for innovation, and an exciting capital market increasingly open to foreigners. However, recent policy swings and geopolitical events have called many items into question - is China investable? Is it possible to develop a long-term view despite short-term geopolitical headwinds? And, most importantly, will the many years of progress toward economic and political pragmatism win the day? We're joined by China private capital investor pioneer, Ed Grefenstette, CEO and CIO of the Dietrich Foundation.Introduction: (2:09)Halftime: (1:22:17)Guest: (1:30:26)Guest:Ed Grefenstette, CEO and CIO, The Dietrich FoundationEpisode Sources

Cedric Henley, Partner and Chief Risk Officer at SLR Capital Partners, and Greg Turk, Deputy CIO of the Illinois Police Officers Pension Investment Fund, explore the dynamic world of asset-based lending. They discuss its evolution from a niche solution to a significant capital source for diverse industries, including technology and agriculture. Key topics include the complexity of collateral types, the importance of strategic due diligence, and the rising role of non-bank lenders in the ABL space. Their insights offer a fresh perspective on navigating these intricate financial landscapes.

Live from the Wyoming Blockchain Symposium, we sat down with three of the earliest pioneers in the space to discuss the unprecedented political, regulatory and market momentum of crypto and blockchain. Franklin Templeton’s Jenny Johnson, SALT and Skybridge Capital’s Anthony Scaramucci, and Pantera Capital’s Dan Morehead joined us to explore the need for bipartisanship, the current use cases for the technology platform, and more. Guests: Jenny Johnson, CEO, Franklin TempletonAnthony Scaramucci, Founder and Managing Partner, Skybridge Capital; Founder and Chairman, SALTDan Morehead, Founder and Managing Partner, Pantera Capital

Financial engineering or operational value add? As private equity's growth has evolved over several decades, the mechanics of deal structure, capital structure, and motivations have undergone changes across several eras. No longer just the barbarians at the gate anymore, many private equity firms have turned their attention from balance sheet gymnastics to delivering actual operating expertise for portfolio companies. In this episode of Capital Decanted, we answer important questions - what is driving this evolution? How are deal structures different today vs. in the late 1980s? And what is the playbook for a segment of the industry trying to deliver true value? To help us answer these questions, we are joined by Jacob Kotzubei, Co-President of Platinum Equity.Introduction: (0:48)Halftime: (52:00)Guest: (58:31)Guest: Jacob Kotzubei, Co-President, Platinum EquityEpisode Sources

Cedric Henley, Partner and Chief Risk Officer at SLR Capital Partners, and Greg Turk, Deputy CIO of the Illinois Police Officers Pension Investment Fund, delve into the evolving world of asset-based lending (ABL). They discuss the diverse collateral options, from real estate to R&D, and how ABL has transitioned from a last-resort funding option to a vital strategic tool. The duo highlights the importance of thorough due diligence and the need for strong borrower relationships, while contrasting ABL's growth in the U.S. against emerging trends in Asia.

Despite being thousands of years old, China’s current economic and political system began to take shape only in the late 20th century, particularly following the economic reforms initiated in the late 1970s. Today, China represents one of the largest economies in the world, a breeding ground for innovation, and an exciting capital market increasingly open to foreigners. However, recent policy swings and geopolitical events have called many items into question - is China investable? Is it possible to develop a long-term view despite short-term geopolitical headwinds? And, most importantly, will the many years of progress toward economic and political pragmatism win the day? We're joined by China private capital investor pioneer, Ed Grefenstette, CEO and CIO of the Dietrich Foundation.Introduction: (0:48)Halftime: (1:20:43)Guest: (1:28:52)Guest:Ed Grefenstette, CEO and CIO, The Dietrich FoundationEpisode Sources

With the tectonic plates in trade, geopolitics, economics, and national security seemingly shifting under our feet in real time, we stepped back to talk about some of the major themes defining the future of this industry. With a lens towards the current uncertainty and risk of global regime change, we examined where our profession, and particularly private capital, is likely to evolve. No one was better equipped to guide us than Casey Quirk co-founder and current Global Head of Investor Relations at Bain, Kevin Quirk.Introduction: (0:48)Guest: (6:50)Guest:Kevin Quirk, Global Head of Investor Relations, Bain CapitalEpisode Sources

After many booms, busts, and shakeouts in crypto markets, the pump seems primed for broader adoption in institutional portfolios. Are we really doing this? How might a seemingly crypto-friendly Trump Administration fuel further adoption in the largest capital market in the world? In this episode, we use history as a guide, exploring the phases of crypto adoption and wrestling with whether we're truly in a new era or if the headlines are overhyping reality. Join us and our guests, Robbie Mitchnick of BlackRock and Greg Tusar of Coinbase, to explore further.Introduction: (0:48)Halftime: (1:01:46)Guests: (1:07:58)Guests:Greg Tusar, Head of Institutional Product, CoinbaseRobert Mitchnick, Head of Digital Assets, BlackRockEpisode Sources

Greedy sinners or enterprising saints? The growth of private equity's influence on the economy can no longer be ignored. Like it or not, private equity's reach surrounds our daily lives and its impact on society can be felt across all sectors of the economy. In this episode, we outline a more balanced middle between the extremes of proponents and detractors and highlight two virtuous examples of how private capital is being used for social and financial good.Introduction: (0:48)Halftime: (46:25)Guests: (52:13)Guests:Pete Stavros, Co-Head, Global Private Equity, KKRDaryn Dodson, Founder, Managing Partner, Illumen CapitalEpisode Sources