Compounders Podcast

Ben Claremon & SNN Network
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Oct 6, 2025 • 60min

Building the Best PE-Focused Executive Search Firm With Alex Rawlings of Raw Selection

My guest on this episode is Alex Rawlings, the Founder and Managing Partner of Raw Selection, an executive search firm that specializes in finding talent for PE firms and their portfolio companies. He is also the host of an excellent show called The Private Equity Podcast, which I was fortunate enough to be a guest on. In this informative conversation, we covered: • The founding inspiration for Raw Selection; • The opportunity Alex saw to differentiate Raw Selection from other exec search firms; • The evolution of the talent recruitment industry that is focused on PE firms; • Common mistakes PE firms make when hiring execs for portfolio companies; and • How Raw Selection has developed an expertise in sourcing execs in the white hot HVAC space. To learn more, please visit Alex's LinkedIn page: https://www.linkedin.com/in/alexrawlings/ Also, here is the link to Alex's upcoming book: https://www.raw-selection.com/how-to-hire/  
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Sep 22, 2025 • 59min

The Next Institutional Grade Commercial Real Estate Asset Class with Cody Payne of Colliers International

My guest on this episode is Cody Payne, an SVP at Colliers and an expert on what is an emerging asset class within real estate, flex industrial. This is a little bit of a different podcast where we dive into this corner of the commercial real estate market and discuss why Cody thinks it could become a real institutional asset class. In this informative discussion, we covered: What flex industrial space consists of; The degree of institutional interest in the space today; The positive attributes Cody thinks flex industrial space offer investors; Current supply-demand dynamics in the market; and The book that Cody and his team wrote about flex industrial real estate. Please see Cody's LinkedIn page to learn more about him.  Here is the link to the book that Cody and his team wrote on this asset class: Flex Space Domination 
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Sep 9, 2025 • 1h

Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors

Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many of previous guests, has centered his investment strategy around the search for compounders. In this informative conversation, we covered: How Andrew developed the investment philosophy he is employing today; Why he likes to invest behind owner-managers; His definition of a supernatural compounder; His contrarian stance on Biglari Holdings; and Why he is OK investing behind executives that other investors dislike To learn more, please visit Andrew's LinkedIn page and the HollAnd Advisors website.  Thanks for listening. 
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Aug 25, 2025 • 59min

Investing in Dislocations with Andy Kurita of Kettle Hill Capital Management

My guest on the show today is Andy Kurita, the Portfolio Manager at Kettle Hill Capital Management. Andy has a track record in long-short investing in small cap US equities that goes back to the early 2000s. We haven’t had many managers who actively short on the podcast and I was curious to hear from Andy about: How Kettle Hill is differentiated versus other hedge funds; What he thinks about the small cap investing landscape today; The difference between a stock that fits in the long book versus in the short book; What it has been like to be a short investor in recent years; and How he thinks about concentration and risk management.
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Aug 5, 2025 • 1h 3min

From Public Markets to Early Stage Venture Investing with Joe Magyer of Seaplane Ventures

My guest on the show today is Joe Magyer, the Founder and Managing Partner at Seaplane Ventures. Joe spent the first part of his career in public equities and in 2022, founded Seaplane to focus on early stage investing. We have not had many VCs on the podcast before, and I was excited to speak with Joe about: • His journey from public markets to venture investing; • What the name Seaplane means to him; • Where the firms plays in the VC ecosystem; • Why he has decided to concentrate his investments; and • How the skill set he developed after a long time in public markets helps him with his new venture today Here is the link to Joe's bio: https://www.linkedin.com/in/joemagyer/ Here is the link to Seaplane's website: https://www.seaplaneventures.com/  
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May 27, 2025 • 60min

Democratizing Access to Private Real Estate with Matt Blair, CEO of REI Capital Management

My guest on the show today is Matt Blair, the co-founder and CEO of REI Capital Management. Private real estate has been an asset class that has performed well over many years—but has largely been inaccessible to the average individual investor. In co-founding REI, Matt has the goal of democratizing access to private real estate investments. In this enlightening conversation, Matt and I discussed: How retail investors can typically access private real estate investments today; Why REI has gone through a lengthy SEC process to try to expand access to private real estate; The investment strategy REI is employing; Important investor considerations such as diversification and liquidity; and The types of property Matt is looking to acquire—without overpaying of course. For more information about REI Capital Management, please visit: https://reicapitalmanagement.net/team-member/matthew-blair/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
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Mar 24, 2025 • 1h 4min

Investing in Growing Cash Cows with Tim Call, President and CIO of The Capital Management Corporation

Our guest on the show this week is Tim Call, the President and CIO of The Capital Management Corp., a long-only investment firm that focuses on cash cows. The firm has been around since the 1960s and has remarkable client retention numbers. In this enlightening conversation, Tim and I covered: The lasting legacy of the firm; What a cash cow means to CMC; Why they think SMID cap is a great place to be investing; The philosophy surrounding portfolio concentration; and How to get the most out of a small investment team. For more information about The Capital Management Corp., please visit: https://cmcva.com/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
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5 snips
Mar 3, 2025 • 1h 4min

Building a Moat Around Sky Harbor Group with Tal Keinan, CEO of Sky Harbor Group (NYSE American: SKYH)

Tal Keinan, CEO of Sky Harbor Group, discusses the unique challenges in the business aviation industry, particularly the pressing shortage of hangar space. He shares insights into the company's transition to public status and debates whether it's a real estate firm, an operating company, or a blend of both. Keinan also addresses competition from emerging players and the strategic use of tax-exempt bonds to enhance financial growth. Listen for his innovative solutions to bridge the supply-demand gap in hangar development.
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12 snips
Feb 11, 2025 • 1h 12min

Employing an Investigative Journalist's Process within an Investment Firm with Tania Pouschine, Founder & Portfolio Manager of Fithian

Tania Pouschine, Founder and Portfolio Manager of Fithian and a former investigative journalist, discusses her unique approach to investment based on journalistic principles. She shares the inspiration behind founding Fithian and highlights the significance of deep due diligence in identifying quality stocks. Tania also explores the strategic use of structured investment insights and collaborative environments within her firm. With real-world examples, she emphasizes risk management and navigating market anomalies to uncover investment opportunities.
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Jan 29, 2025 • 1h 7min

Assessing Capital Allocation Prowess with Kevin Fogarty and Brent Robinson, Value Creators Capital

My guests on the show today are Brent Robinson and Kevin Fogarty of Value Creators, a US-focused public equity firm that has a long track record of success. After working together for a number of years at Dupont Capital Management, Brent and Kevin helped found Value Creators in 2023. When I heard about the proprietary process the firm uses to assess capital allocation, I knew I had to have them on the podcast. In this fascinating conversation, we covered: The long history the Value Creators team has together; The circumstances surrounding the founding of the firm; How they assess capital allocation; Portfolio construction, including concentration; and The process they use to whittle down their investment universe. For more information about Value Creators Capital, please visit: https://www.valuecreatorscapital.com/ This episode is sponsored by: Daloopa Earnings season—two words that can make any analyst’s heart race. The late nights, the endless manual updates, and the constant pressure to deliver timely, accurate insights—it’s overwhelming. But it doesn’t have to be. With Daloopa, you can revolutionize the way you work. Their automated model update solution takes the manual effort out of the equation, delivering complete, accurate, and real-time financial data at the click of a button. No more endless spreadsheets. No more scrambling to keep up. Daloopa empowers you to initiate coverage faster, refine your investment theses with confidence, and focus on what really matters—identifying key opportunities and delivering actionable recommendations that drive results. Plus, with fully auditable data, you’ll always have the confidence that your insights are backed by accuracy. So, if you’re ready to get ahead of earnings season and take your analysis to the next level, visit daloopa.com/comp today. Daloopa—because your time is too valuable to spend it on data entry: https://go.daloopa.com/comp Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

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