What We’re Listening To
Don Wood | Federal Realty Investment Trust
This episode of Leading Voices in Real Estate features an in-depth conversation with Don Wood, CEO and President of Federal…
EP#60 Anne Olson | Overlooked Tertiary Markets
Rental housing economist Jay Parsons highlights smaller markets outpunching their weight class in fundamentals and in capital flow. It's easy…
From a 5 page business plan to $60B of AUM – Patience and Perseverance Pay Off – Len O’Donnell – Chairman and CEO of Affinius Capital
In this episode of The Distribution, host Brandon Sedloff sits down with Len O’Donnell, CEO of Affinius Capital, for a…
Emerging Manager Selection at GEM – Capital Allocators with Ted Seides
Jay Ripley is the Head of Investments and Deputy Managing Partner at Global Endowment Management, or GEM, an endowment-style outsourced…
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM
Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where…
35 Years of Memos
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to…
Is Traditional CRE Falling Behind Alternatives? w/ Brian Pieracci
Brian shares how Heitman pioneered allocations towards self-storage, medical offices, senior housing, and single-family rentals.
#395 – Scott Arnoldy – Founder & CEO @ Triten RE Partners – Scaling to $1.5B+ Across Multiple Cycles and Asset Classes
We talk about the lessons he learned at Goldman and Stockbridge during the GFC, the early days of striking out…