What We’re Listening To

November 11, 2025

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…

November 11, 2025

October 27, 2025

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where…

October 14, 2025

To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to…

October 5, 2025

Brian shares how Heitman pioneered allocations towards self-storage, medical offices, senior housing, and single-family rentals.

September 30, 2025

We talk about the lessons he learned at Goldman and Stockbridge during the GFC, the early days of striking out…

September 24, 2025

One of our most requested guests, David Greaney is the Chief Executive Officer of Synergy, a Boston-based real estate investment…

September 18, 2025

Willy was joined by Tom Gilbane, Managing Member and Co-President of Rockpoint, at the 2025 Zelman Housing Summit.

September 16, 2025

Bryan Thornton joins host Brandon Sedloff on The Distribution for a wide-ranging conversation about his 26-year career at PCCP and…

September 15, 2025

Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time.