the declarations. podcast with Host Todd S. Rich

Fred Klein, Senior Counsel at DLA Piper, is a prominent figure in Washington D.C.'s real estate law scene, known for his insightful approach to client relationships. In a heartfelt discussion, Fred shares how personal connections and mentorship have shaped his career. He emphasizes the importance of empathy and trust in legal interactions. The conversation touches on the role of AI in real estate, his shift to teaching at Georgetown, and the value of gratitude in forging lasting professional ties. It's a reflective take on leadership and the human elements of law.

Les Baquiran and Dan Mueller, co-founders of Alpine Capital Advisors, share their inspiring journeys from immigrant backgrounds to creating a global investment firm. They highlight the shift from transactional fundraising to long-term relationships built on trust and intelligence, especially in Latin America. The duo discusses how Latin American investors are seeking opportunities in developed markets and the evolving landscape of global investing. Their insights provide a fresh perspective on navigating the complexities of a changing financial world.

Michael Glosserman, a seasoned real estate executive with 28 years at JBG Smith, shares his remarkable journey from a small Texas town to the heights of DC's real estate landscape. He reveals lessons learned from economic downturns and the importance of long-term investor relationships. The conversation touches on navigating transitions to public markets and the evolution of partnerships. Glosserman emphasizes living in the moment and reflects on the interplay between happiness and independence, offering insights into both career and personal life.

In this engaging discussion, Sean Plummer, founder of Haystack Capital Partners and advisor to over 160 family offices, delves into the unique investment strategies of high-net-worth families. He highlights the importance of relationship-building, trust, and emotional intelligence over mere returns. Sean shares insights on how generational transitions are reshaping wealth management and discusses the rise of direct deals. The conversation emphasizes aligning investments with personal values and the role of philanthropy in creating long-term impact.

Jon Qvistgaard-Petersen, a seasoned entrepreneur and investor, shares his wealth of experience in oil and gas, private equity, and automotive retail. He reflects on the leadership lessons from his grandfather and his commitment to philanthropy in children's healthcare. Jon discusses navigating risks in the evolving energy sector, contrasting it with the automotive industry. His mantra, "You must participate in life," emphasizes curiosity, teamwork, and giving back, making for a rich conversation filled with insights on balancing passion and responsibility.

In this engaging discussion, Marco Peschiera, CEO of Grupo Romero, shares invaluable lessons from his grandfather about ethics and resilience. He recounts his journey from a rural Peruvian farm to a successful finance career, emphasizing the importance of understanding risk and value. The conversation touches on strategic investments in Inca Rail and energy sectors while highlighting Grupo Romero's legacy. Marco also discusses ambitions for diversifying investments and the interplay of family values and happiness in long-term success.

Kari Firestone, Co-founder and Chair Emerita of Aureus Asset Management, shares her wisdom on the four R’s of risk from her book 'Even the Odds.' She delves into her journey in finance, reflecting on mentorship and the unique challenges faced by women in the industry. Kari emphasizes the importance of trust in investment and the innovative endowment strategies tailored for family investors. Additionally, she discusses the joy of simple moments and her commitment to philanthropy, highlighting how personal connections contribute to true happiness.

Robert Picard, Managing Director and Head of Alternative Investments at Hightower Advisors talks with Host Todd S. Rich about family-oriented investing with an institutional bar for quality, the Swiss Army, and more from a career investing in private markets. https://www.declarationpartners.com/podcast

Todd S. Rich, Co-Founder and Partner of Declaration Partners, welcomes Dave Roux, Co-Founder & Chairman of BayPine and formerly of Silver Lake. Dave provides his unique and authoritative perspective on the historical relationship between private equity and technology. Dave also tells us why he always cites The Odyssey when asked about what makes him happiest.https://www.declarationpartners.com/podcast

Bennett Goodman, Executive Chairman of Hunter Point Capital and former Blackstone/GSO leader, shares invaluable life lessons learned from his uncle about hard work, honesty, and humility. He discusses navigating the complexities of credit markets and highlights the importance of mentorship in finance. Goodman reflects on his experiences at Drexel Burnham Lambert and Blackstone, revealing insights on investment strategies amidst changing landscapes. The conversation also delves into philanthropy’s role in addressing income inequality and fostering strategic family giving.