Capital Decanted
John Bowman and Aaron Filbeck
Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence.
Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.
Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.
Episodes
Mentioned books
Oct 17, 2023 • 1h 50min
Episode 2: Democratization of Alternatives with Joan Solotar and Fran Kinniry
Democratization is a word loaded with independence, equal access and even Americana, it’s a concept that conjures up a binary and heated debate about fairness and liberty of choice but is democratization always good? Is it the government’s role to restrict individual citizens from what they deem risky assets or should we simply demand standards of transparency and reporting and trust adults with their own money? Listen in to find out more!
Introduction (0:47)
Halftime (53:30)
Guests (59:23)
Guests:
Joan Solotar, Global Head of Private Wealth Solutions, Blackstone
Fran Kinniry, Principal, Head of Vanguard Investment Advisory Research Center, Vanguard
Episode Sources
Sep 26, 2023 • 1h 37min
Episode 1: Private Market Valuations with Scott Kupor and Andrea Auerbach
"Private Market Valuations" is a fascinating podcast featuring Scott Kupor and Andrea Auerbach. They delve into the controversial topic of private market valuations, discussing the relevance of interim valuations, challenges in valuing early-stage venture sites, and potential manipulation in the valuation process. The podcast also highlights the client-first mentality of Franklin Templeton Alternatives and explores the impact of the economic environment on VC funds and portfolio companies. The importance of consistency and transparency in private market valuations is emphasized, along with the need for better communication and standardization in the industry.
