In this episode of the Investor Podcast, we sit down with Jeremy Harbour, founder of Unity Group and the Harbour Club, to discuss his journey from dropping out of school at fifteen to completing over a hundred acquisitions and helping nearly a hundred companies go public across twelve countries. Jeremy breaks down why he views acquisition-led growth as superior to relying solely on organic expansion, sharing key lessons on engineering win-win exits for small-to-medium enterprise (SME) owners without having to rely on traditional private equity or heavy upfront debt. The conversation dives deep into the following:M&A and the Small Middle Market: How first-time dealmakers and search funds often fall into "analysis paralysis" by applying corporate-level due diligence to lower middle-market targets, and why solving a seller's true non-financial motivations is the real key to closing deals. Navigating Public Markets & International Exchanges: Jeremy's insights from analysing over fifty global stock exchanges, detailing why listing too early in the U.S. can destroy shareholder value and how alternative international markets or pre-IPO structures can provide cheaper, more flexible growth runways. Real-World Execution vs. Theory: Case studies on rolling up fragmented industries—such as telecom and railway infrastructure and utilising public listing frameworks to win government tenders, attract executive talent, and access lower-cost capital. Jeremy wraps up with an essential dealmaking rule: "A deal is not a deal until it's a deal," reminding investors to stay focused on execution rather than counting unclosed opportunities. #MergersAndAcquisitions #SMEOwnership #PublicListing #PreIPO #Dealmaking #AcquisitionGrowth #PrivateEquity #BusinessExit

In this episode of the Investor Podcast, we sit down with William Solomon, Chief Investment Officer at White Manna Capital, to explore the intersection of artificial intelligence, biotechnology, metabolic disease, and women’s health. With over two decades of leadership spanning clinical research, pharmaceutical regulatory affairs, and entrepreneurship—including founding the Accreditation Council for Medical Affairs (ACMA)—William brings a unique, operator-led perspective to public equity investing and hedge fund strategy. The conversation dives deep into:The Evolution of GLP-1s & Metabolic Health: Moving past short-term weight loss toward targeting organ damage, preserving lean muscle mass, and evaluating the next generation of therapeutics from leaders like Eli Lilly, Structure Therapeutics, and Viking Therapeutics. Emerging Health Infrastructure & AI: How digital health platforms, continuous glucose monitors (CGMs), wearables, and anonymized big data warehouses are enabling precision medicine while maintaining essential human-in-the-loop oversight. Building an Institutional Hedge Fund: Tactical advice for emerging managers on maintaining lean operational structures, managing single-stock concentration risk (capping movers around 10%), and clearly articulating a differentiated investment edge to prospective LPs. Innovations in Women’s Health & Longevity: Addressing metabolic shifts, perimenopause, cardiovascular risk, and bone density preservation as life expectancies continue to extend. William concludes the discussion with a vital lesson on leadership and team building: "When people show you who they are when you first meet them, believe them." #HealthcareInvesting #Biotech #GLP1 #MetabolicHealth #HedgeFundStrategy #AIinHealthcare #WomensHealth #Longevity

In this episode of the Investor Podcast, we sit down with Raymond Bridges, CPA and founder of Bridges Capital LLC, to discuss his journey from studying economics at Rollins College to managing over $250 million in assets under management and launching a four-star Morningstar-rated active ETF listed on the NASDAQ. Drawing from his background in commodity futures, deep-discount brokerages, and private wealth management, Raymond explains how his Austrian economic worldview shapes his risk-adjusted strategy designed specifically for retirees navigating capital withdrawal and preservation in South Florida. The conversation covers key tactical and macro themes:Building a Proprietary ETF: The structural advantages of active ETFs over traditional closed-end funds and mutual funds, focusing on full liquidity, tax efficiency via custom basket redemptions, and transparent performance metrics. Macro Thesis & Portfolio Construction: Navigating late-stage business cycles by pairing cash-alternative box spread strategies with selective market-cap-weighted index exposure to draft the broader markets safely. Federal Reserve Policy & Kevin Warsh: Raymond’s take on Federal Reserve monetary policy, the evolution of the Fed's balance sheet, ample reserves regimes versus scarce reserve operations, and the potential impact of leadership shifts on market liquidity and inflation. Raymond wraps up with a core piece of career and life advice: "Every day, you do what you subconsciously think you're worth," encouraging listeners to align their work and conviction with their true potential. #WealthManagement #ETF #Macroeconomics #AustrianEconomics #FederalReserve #AssetManagement #FinancialPlanning #ActiveManagement

In this episode of the Investor Podcast, we sit down with Shanna Due, founder of Due Financial and a certified college financial consultant, to break down the complexities of strategic higher education planning. Drawing from her experience as an accidental financial planner who shifted from sports medicine to personal finance, Shauna shares how families can navigate the shifting financial aid landscape without sacrificing their long-term retirement goals or taking on overwhelming student debt. The conversation focuses on practical workflows for high-earning business owners, detailing the pros and cons of vehicles like 529 plans, Roth IRAs, and taxable brokerage accounts. Shauna exposes major misconceptions around full-ride athletic scholarships, discusses the vanishing landscape of prepaid state tuition plans, and highlights powerful structural workarounds like state-specific "two-and-two" community college transfer programs. Additionally, we explore critical macro updates, including the tightening of federal loan limits and how modern innovations—from Mark Zuckerberg's trade schools to physical AI infrastructure—are challenging the traditional pricing model of higher education. Shauna concludes with an essential timeline for parents, outlining why the eighth-grade year is the ultimate sweet spot to begin long-term planning, and leaves the audience with a powerful reminder to anchor every life and financial decision in a clear, defined statement of purpose. #CollegePlanning #FinancialAdvisor #529Plan #StudentDebt #WealthManagement #TuitionHacks #FinancialLiteracy #HigherEducation

In this episode of the Investor Podcast, we sit down with Ian J.H. Reynolds and Connor from Thesis Capital to uncover how they are redefining private equity in the U.S. lower middle market. Ian, who has advised on over $10 billion in M&A transactions, details the firm's proprietary "Thor framework" for sourcing and executing control buyouts across industrial, manufacturing, and B2B services. Together, they explain why talent acquisition is their ultimate competitive advantage—likening a winning management team to the '90s Chicago Bulls—and break down their unique Executive-in-Residence and Searcher-in-Residence programs designed to groom the next generation of operators and CEOs. Listeners will also gain actionable insights into how Thesis Capital leverages proprietary software and AI to systematically augment underwriting, streamline CRM data enrichment, and reduce error rates without replacing the human element of investing. Whether you are an aspiring allocator looking to break into private equity, an operator wanting to partner with a fund, or an investor seeking insights on capital formation from Connor's experience raising over $4 billion, this conversation offers a masterclass in building a culture-first firm, managing opportunity cost, and surrounding yourself with complementary talent to scale an enduring investment platform. #PrivateEquity #LowerMiddleMarket #MergersAndAcquisitions #SearchFund #AIInvesting #CapitalAllocation #BusinessAcquisition #WealthManagement

In this episode, we sit down with Andrew Horowitz, President and Founder of Horowitz and Company, to discuss his 30-year journey as a South Florida-based registered investment advisor and author of The Disciplined Investor. Andrew provides a masterclass on how to scale a wealth management practice by balancing personalization with a heavy focus on technology infrastructure. He candidly shares his experience migrating to modern cloud-based automated tools, detailing how the transition helped streamline back-office operations and improve the high-net-worth client portal experience. The conversation dives deep into:The Business of Education: How hosting over 980 episodes of The Disciplined Investor podcast since 2007 has served as a powerful dual-education engine and trust-building tool for his firm. Onboarding & Client Autonomy: Andrew’s deliberate approach to working with high-net-worth clients, managing private market complexity, and his strict rule against automated capital calls to ensure absolute transparency for investors. AI Productivity Tools in 2026: Tips on naturally integrating AI prompt workflows to dramatically shorten administrative cycles and sharpen client communications. Andrew wraps up the interview with a vital piece of personal and professional advice: "Stop trying to be right all the time, and instead focus on being authentic and doing the right thing."#WealthManagement #FinancialAdvisor #TechInfrastructure #AssetManagement #TheDisciplinedInvestor #AIProductivity #PortfolioManagement #ClientOnboarding

In this episode, we sit down with Julia Wilkinson, a leading investment strategist at Lebec Capital Partners, to explore her two-decade journey across global financial markets, private portfolio design, and cross-border impact frameworks. From her unique upbringing as a U.S. diplomat’s child debating environmental policy in Brazil and Mexico City to navigating private wealth management at Goldman Sachs during the global financial crisis, Julia provides a masterclass on balancing financial modeling with sustainable solutions. The conversation dives deep into:The Evolution of Impact Infrastructure: Moving past the marketing bubbles of ESG toward true additionality, localized relationship building, and real-world physical hardware. Innovative Finance & Blended Stacks: How Lebec addresses the $5 trillion annual capital gap by combining philanthropy, guarantees, and market-rate private equity to bridge the "valley of death" for water, health, and energy transition assets. Bespoke Portfolio Construction: The strategic advantages of Separately Managed Accounts (SMAs) over traditional mutual funds for institutional and family office allocators looking to manage climate, geopolitical, and inflationary risks. The Next-Gen Shift: Navigating the massive transfer of wealth to Millennials and Gen Z who demand alignment between financial returns and societal impact. Julia wraps up with a profound look at institutional diligence, why Lebec avoids generalist mega-funds in favor of deep technical experts on the ground, and why investing in genuine human relationships matters more than an AI-generated investment memo. #ImpactInvesting #PrivateEquity #VentureCapital #SustainableEnergy #AssetManagement #FamilyOffice #BlendedFinance #TechInfrastructure

In this episode of the Investor Podcast, we sit down with Garrett Marcillo, a partner at Delta V Capital, a private equity firm managing over $1.6 billion in assets. Garrett shares his journey from a humble background in Cleveland, Ohio—where his entrepreneurial roots began with a paper route, a local lemonade stand, and a high school web development business—to graduating summa cum laude from the Wharton School of Business. The conversation delivers a comprehensive look at the modernization of growth-stage private equity and the operational frameworks that drive success in the technology landscape:The Evolution of Sourcing via Agentic AI: Garrett details how Delta V Capital sources roughly 50% of its investments through custom, agentic outreach algorithms. By scoring signals like LinkedIn employee growth and historical investor backing, their workflow optimizes outreach and message delivery tenfold. Augmenting the Investment Committee: A deep dive into how modern investors utilize platforms like Claude to construct rigorous bull and bear cases, shifting the analyst role away from monotonous labor like spreading comps to high-level thesis development and portfolio strategy. Preserving Mentorship Through Knowledge Capture: Insights into how institutional memory can be codified by training specialized LLMs on historical memos and the decision-making frameworks of retiring firm partners. The "Bar-Raising" DNA of Elite Talent: What it takes to break into the industry today. Garrett explains why firms look for individuals with a "chip on their shoulder" and exceptional upside potential, rather than traditional "work team" associates. Garrett concludes with two intertwined pieces of timeless advice for builders and next-generation allocators: "Never underestimate the power of serendipity, and simply, you can't give up." #PrivateEquity #GrowthEquity #AgenticAI #DeltaVCapital #SourcingStrategy #TechInvesting #WhartonAlumni #ArtificialIntelligence

In this episode of the Investor Podcast, we sit down with Callum Lang, a veteran M&A and private equity investor with nearly 30 years of entrepreneurial experience. Callum shares his contrarian, genuinely founder-friendly approach to the capital markets, specializing in rolling up traditional, "old economy" small businesses into public holdings without stripping founders of their brand, culture, or operational control. The conversation focuses on the strategic landscape of small-cap public markets, cross-border listings, and creative acquisition strategies for businesses looking to scale. Key topics discussed include:The Fallacy of Small-Cap Liquidity: Why the traditional investment banking advice to maximize stock liquidity often leaves small-cap companies highly vulnerable to market manipulation and downward pressure. The Constrained Stock Model: How Callum’s unique five-year lockup structure aligns founders, staff, and sophisticated institutional investors to focus entirely on long-term growth rather than short-term exit liquidity. Navigating Global Exchanges in 2026: An analysis of the regulatory and financial differences between listing in the US versus European markets like London and Frankfurt, including the advantages of cross-listing. Scale Through Equity, Not Cash: Insights into utilizing stock as a powerful currency for joint ventures and rapid acquisition-led growth in the fragmented middle market. Callum wraps up the conversation with a surprising piece of advice for ambitious entrepreneurs: "Don't go public unless you are using the public markets to grow by acquisition", reminding the audience that listing for ego or quick liquidity is a recipe for value destruction. #PrivateEquity #MandA #SmallCap #RollUpStrategy #CapitalMarkets #IPO #CorporateGrowth #BusinessAcquisition

In this episode of the Investor Podcast, we sit down with Matt Wagner, founder and Managing Partner of Accommodation Capital, to dive into his institutional path from public markets to specialized real estate private equity. Matt shares how his early background—from being a high school hockey player to building deep financial modeling skills in the corporate restructuring world—ultimately led him to pioneer a unique, institutional investment strategy centered around flexible housing and student accommodations.The conversation explores the structural tailwinds driving alternative real estate classes and the rigorous underwriting required to generate defensive, high-yield outcomes.Key topics discussed include:The Alternative Housing Thesis: Matt breaks down Accommodation Capital's focus on high-occupancy, operationally intensive assets like student housing and flexible co-living spaces that provide a strong macroeconomic hedge.Transitioning from Public to Private Markets: Insights into shifting from a public equities trading mindset to the longer-duration, relationship-driven world of direct real estate underwriting and execution.The Importance of Operator Alignment: Why picking the right local operating partner and structuring deep joint-venture incentives is the single most critical factor in mitigating downside risk.Navigating Market Volatility: An analysis of how normalized interest rates, persistent construction material inflation, and tight banking liquidity have changed the capital stack for emerging sponsors.Matt wraps up the conversation with a vital piece of advice for early-stage real estate professionals and allocators: "Master the unglamorous details of the asset operations", reminding the audience that in a tight macro environment, alpha is generated on the ground through operational excellence rather than on a spreadsheet.#RealEstatePE #AlternativeHousing #StudentHousing #PrivateEquity #AssetManagement #PropertyOperations #MacroInvesting #JointVentures

In this episode of the Investor Podcast, we sat down with Ben Carlson, CFA, Director of Institutional Asset Management at Ritholtz Wealth Management and the creator of the popular blog A Wealth of Common Sense. Ben shares his trajectory from managing a multi-billion dollar university endowment to helping shape Ritholtz Wealth's asset allocation and institutional strategies, emphasizing how a focus on behavior, simplified portfolios, and robust market history drives long-term investment success.The conversation zeroes in on the realities of institutional asset management, the democratization of retail wealth, and the tactical shifts required to guide clients safely through shifting market cycles.Key topics discussed include:The Endowment Model vs. Simplified Portfolios: Ben breaks down his experience working within institutional endowments and why copying complex, illiquid strategies often fails for smaller pools of capital that lack specialized infrastructure.The Rise of Digital Wealth & Content: How publishing, clear market commentary, and transparency serve as massive flywheels for modern financial advisors looking to build scalable client trust and clear out market noise.Behavioral Finance as the Ultimate Alpha: Why the greatest risk to an investment strategy isn't market volatility, but an investor’s own behavioral reaction during extreme drawdowns and market corrections.The Post-COVID Macro Environment: An analysis of how persistent inflation, normalized interest rates, and retail market participation have transformed traditional asset allocation strategies.Ben wraps up the conversation with a vital piece of timeless advice for allocators and everyday investors alike: "Understand your own emotional baseline before deploying capital", noting that a great portfolio strategy is useless if an investor cannot psychologically stick with it during down periods.#InstitutionalWealth #AssetAllocation #BehavioralFinance #RitholtzWealth #EndowmentModel #WealthManagement #InvestingStrategy #MarketHistory

In this episode of the Investor Podcast, we sit down with Paige Finn Doherty, co-founder and General Partner at Behind Genius Ventures (BGV), to discuss her journey as a rising star in early-stage venture capital. Paige shares how her background in creative writing at San Diego State University—combined with an early, intense curiosity about tech ecosystems—shaped her distinct approach to sourcing, community building, and backing visionary founders at the product-market fit stage.The conversation dives into the mechanics of raising and managing an institutional micro-VC fund, the evolving landscape of developer tools, and the strategic importance of building an authentic digital presence to win competitive allocations.Key topics discussed include:The Evolution of Early-Stage Tech: Insights into BGV's core investment thesis, focusing on the future of work, developer infrastructure, and the democratization of software creation.Building a Micro-VC from Scratch: The realities, operational hurdles, and distinct strategic advantages of launching an institutional fund as a young woman in venture capital.Content and Community as an Edge: How writing, hosting educational events, and fostering transparent online networks serve as powerful flywheels for modern deal flow and founder trust.The Investor-Founder Dynamics: Why BGV prioritizes empathetic, collaborative relationships with technical founders while maintaining rigorous, data-driven due diligence.Paige wraps up the conversation with a powerful piece of timeless advice for builders and investors alike: "Focus on what you can uniquely control", reminding the audience that enduring success comes from consistent execution rather than macro noise.#VentureCapital #MicroVC #EarlyStageInvesting #DeveloperTools #TechStartups #BehindGeniusVentures #WomenInVC #FounderTrust

Jamie Hopkins, CEO of Bryn Mawr Trust Advisors and Chief Wealth Officer at WSFS, joins the podcast to share a powerful conversation on retirement planning, wealth management, private equity, and building long-term financial security. Drawing from his personal journey and decades of experience advising investors and families, Jamie breaks down actionable strategies around adaptive spending, retirement income planning, private market investing, decumulation strategies, and the growing role of private equity in modern portfolios. He also discusses leadership, trust, purposeful communities, and why financial wellness should be accessible beyond the ultra-wealthy. Whether you’re an investor, entrepreneur, financial advisor, or someone planning for long-term wealth creation, this episode delivers practical insights on navigating today’s financial landscape with clarity and purpose. #WealthManagement #RetirementPlanning #PrivateEquity #Investing #FinancialPlanning #VentureCapital #RetirementIncome #FinancialWellness

In this episode, we sit down with Andrew Coors, CEO of Steelhead Composites and a member of the legendary Coors family, to explore the intersection of industrial innovation and the unique dynamics of family office management. Drawing from his transition from the consumer-focused world of brewing to high-performance engineering, Andrew discusses the technical evolution of lightweight pressure vessels and their critical role in the clean energy and aerospace sectors. We delve into the "patient capital" approach of family offices, exploring why these institutions are uniquely positioned to support hardware-intensive, long-cycle deep tech ventures that traditional venture capital might overlook. Andrew shares profound insights into maintaining professional excellence across generations, the strategic importance of domestic manufacturing, and how a legacy of entrepreneurship informs his current focus on automation and industrial sustainability. This conversation offers a rare look at the mindset required to scale complex physical technologies while upholding a celebrated family tradition of innovation. #FamilyOffice #DeepTech #CleanEnergy #Aerospace #Manufacturing #LegacyInvesting #HydrogenEconomy #IndustrialInnovation

In this episode of the Investor Podcast, we sit down with David Goldman, Partner at Celesta Capital, to trace his path from tech investment banking to leading deep tech investments at one of the category's most established firms. David walks through his career arc — from covering AMD as an analyst at DBO Partners, to direct and fund investing at Paxion Capital alongside seasoned senior investors, to an operating stint helping stand up a global finance org in Saudi Arabia, and ultimately to Celesta, where he invests across semiconductors, intelligent systems, AI infrastructure, and bio-convergence.The conversation digs into how Celesta thinks about deep tech as the foundational layer powering everything downstream — from AI to advanced software — and why backing companies built around a core technology innovation requires a different muscle than generalist venture. David shares lessons on what makes operators like Jensen Huang outliers, how exits actually get built years before they happen, and what separates a junior analyst from a senior investor.Key highlights include:The Deep Tech Thesis: Why processors, memory, power, and infrastructure are the real drivers behind the AI and software booms — and how Celesta invests from seed through Series B around that idea.Building Exits Early: Why strategic acquisitions almost never come from cold outreach, and how founders should be cultivating relationships with potential acquirers years in advance.Outlier Founders: What David has learned watching operators like Jensen Huang combine technical foresight with the paranoia-driven, Andy Grove-style execution that keeps category leaders ahead.Inside a Multi-Family Office: How exposure to real estate, credit, private equity, and venture investing side-by-side sharpens a young investor's instincts for what actually matters in a deal.From Junior to Senior: David's closing advice, drawn from working with Michael Marks — the leap isn't doing the analysis, it's making the decision and then owning the execution.#VentureCapital #DeepTech #Semiconductors #AIInfrastructure #TechInvesting #Startups #BioConvergence #CelestaCapital