In this discussion, Alex Robinson, Co-founder and CEO of Juniper Square, shares his insights on the evolving landscape of private markets. He addresses the surge of retail investors and the imperative for firms to modernize their technology. Alex explores how AI is reshaping investment processes, enhancing efficiency, and transforming decision-making. He also reflects on his personal journey of health transformation and its impact on his leadership, emphasizing the need for adaptability in the face of changing market dynamics.

Ryan Moore, Co-founder and CEO of Last Mile Investments, shares insights from over 20 years in real estate. He discusses the contrarian approach to unlocking value in unanchored retail spaces and the importance of local market knowledge. Ryan emphasizes the resilience of brick-and-mortar retail, outlining how strategic investment and operational expertise can yield high returns. The conversation also covers the evolving landscape of retail investment amidst a recovering market, highlighting collaborative culture and thematic strategies as keys to success.

Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments. He has more than 30 years of experience investing in both traditional and alternative asset classes. Christopher recently co-authored “The Holy Grail of Investing,” with Tony Robbins, which became a #1 New York Times Bestseller. Christopher was honored with the Texas Alternative Investments Association’s (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He is a regular contributor to major media outlets, including CNBC, Fox Business, and Bloomberg. Prior to starting CAZ Investments in 2001, Christopher served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber.Links:CAZ Investments - https://cazinvestments.com/Christopher on LinkedIn - https://www.linkedin.com/in/christopher-zook/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:02:29) - Christopher's Early Life and Influences  (00:07:27) - The Impact of Tony Robbins  (00:22:38) - CAZ Investments' Philosophy and Approach  (00:29:55) - Unprecedented Investment Strategies  (00:31:42) - Focus on Downside Risk  (00:33:00) - Predictability and Consistency in Investments  (00:33:35) - Defining the Firm's Unique Position  (00:36:30) - Major Investment Themes  (00:41:13) - Investment Approach and Risk Management  (00:53:37) - Broadening Access to Private Markets  (00:59:07) - Conclusion and Contact Information  

Jerome Nichols is President of Standard Real Estate Investments, where he is focused on new business development and investment sourcing, in addition to his involvement in all major decisions pertaining to the business. Prior to co-founding Standard Real Estate Investments, Jerome spent six years at CBRE Investment Management as a Senior Director and Deputy Portfolio Manager of the CBRE GI U.S. Development Partners Fund Series. In this role, he served as the lead development sourcing officer for CBRE GI Americas and sourced $6 billion in deal volume. He was actively involved in several initiatives at CBRE GI, including his role as the Chair of the Social Impact Counsel. In addition to his time at CBRE, Jerome spent six years with The Bozzuto Group, a vertically integrated multifamily development and operating company. He is also a former professional football player. Jerome is an Alumnus and active supporter of the Robert Toigo Foundation.He received an MBA from the University of Chicago Booth School of Business and a Bachelor of Science in Business from Wake Forest University.Links:Standard Real Estate Investments - https://www.standardrei.com/Jerome on LinkedIn - https://www.linkedin.com/in/jerome-nichols-standardBrandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:01:36) - Jerome's Background and Career Journey (00:04:00) - Launching Standard Real Estate (00:06:34) - Standard Real Estate's Vision and Strategy (00:10:42) - Navigating Challenges and Lessons Learned (00:17:24) - The Role of Strategic Capital Partners (00:21:38) - Standard Real Estate's Current Focus and Differentiators (00:29:19) - Future Outlook and Closing Remarks

Tom Hall, Founding Managing Partner of GL Capital Partners, brings over 20 years of multifamily industry experience and a knack for finding alpha through focus. He dives into the evolution of GL Capital Partners, highlighting the lessons learned during the 2008 crisis, the shift to ultra-high-net-worth clients, and the unique demands of investor relations. Tom also discusses the importance of vertical integration in enhancing property management and debunks misconceptions about non-institutional investors, showcasing their competitive edge.

Charlie Ruffel, Managing Partner/Chairman of Kudu Investment Management, has a rich background in asset management and financial publishing. He discusses the strategic capital landscape in asset management, emphasizing the growing trend of minority stakes and the advantages they offer founders. Charlie shares insights on the evolution of Kudu and stresses the importance of relationships and listening skills in navigating the industry. The conversation also touches on capital allocation shifts and innovative distribution strategies in private markets.

Dr. Clint Laurent, founder of Global Demographics Ltd., delves into the intricate world of global demographic shifts. He discusses China's declining birth rates and the challenges of an aging population, contrasting this with India's demographic potential. The conversation also highlights Japan's significant aging issue and the need for strategic investments in education and job creation across Asia. A deep dive into these trends reveals their profound impact on investment opportunities and societal changes, providing a data-driven insight into the future.

Mark Shoberg, Partner and CIO at Capital Creek Partners, shares insights from his diverse career in investment management. He discusses the common misconceptions about allocators and dives into his experiences at UTIMCO and Stanford Management Company. The conversation also explores the critical role of alternative investments, manager selection strategies, and forecasts potential opportunities in 2025, particularly in U.S. businesses and aerospace, amidst changing economic landscapes. Mark emphasizes building relationships and transparency in investment partnerships.

In this engaging discussion, Jonathan Glick, Founder and Managing Partner of Incubation Capital Partners, shares insights from over 20 years in investment banking and private equity. He delves into the evolving fundraising landscape for real estate, emphasizing the need for authentic relationships in securing capital. Jonathan discusses the challenges faced by emerging managers and strategies for standing out. He also shares where he'd allocate $150 million today, highlighting niche markets like office space and senior housing, and the importance of adaptability in uncertain times.

Ms. Lashine is the Founder and Managing Partner of Park Madison Partners, a boutique real asset private equity placement firm. The firm is a leading advisor to investment management firms on their business strategy. Park Madison is headquartered in New York City and is a FINRA regulated broker dealer.Ms. Lashine has over 35 years of real estate and investment marketing experience. Prior to forming Park Madison Partners, Ms. Lashine was a strategic consultant advising leading institutional real estate investment managers on product development and the implementation of institutional marketing initiatives. Clients included Lehman Brothers, Angelo Gordon, ING Clarion, Sentinel Real Estate and JER Partners.Ms. Lashine was an early member of The O'Connor Group (1985-1995) and began her finance career at LF Rothschild, Unterberg and Towbin (1981-1985).Ms. Lashine earned her MBA at Columbia University Graduate School of Business, and a BFA, cum laude, from Case Western Reserve in Dance Theatre. She serves on several Boards including the Columbia MBA Real Estate Advisory Board, the Gibney Dance Center Board, and is a past board member of the Pension Real Estate Association. She is a member of ULI and WX (Executive Women in Real Estate).Links:Nancy on LinkedInPark Madison PartnersReal Estate Capital PodcastBrandon Sedloff on LinkedInJuniper SquareTopics:(00:00:00) - Intro(00:01:58) - Nancy’s background and career(00:17:25) - Making the entrepreneurial leap(00:19:34) - What does Park Madison look like today?(00:23:59) - The challenge of raising capital in RE(0:25:41) - What’s the process for filtering GPs?(00:30:42) - What should firms be doing in their early days to be best positioned to raise institutional capital?(00:33:45) - 2025 portfolio outlook(00:38:11) - The biggest challenges in institutional real estate(00:40:51) - Investment manager consolidation trends(00:43:41) - Capital availability regarding recaps(00:45:57) - Operating in an unpredictable environment(00:52:38) - What are you most excited about?