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Private Markets’ New Tension: Retail and Institutional Investors Collide
In this episode, I speak with Luke Sarsfield of Ridgepost Capital about what’s actually changing in private markets — and what isn’t.At the center of our conversation is a tension that’s easy to…
Why Guardian’s Nick Liolis Blew Up the Insurance CIO Playbook
In this episode, Nick Liolis explains how Guardian reworked its investment model, moving its investment function into partnerships with HPS Investment Partners, Janus Henderson, and Hamilton Lane.…
If Your Credit Relies on Growth, Avoiding Disruption, and IPO Exits, It Starts to Look a Lot Like Equity
Julie Segal speaks with Hamza Lemssouguer about the evolution of credit markets and the risks emerging in parts of private credit.They discuss how Europe’s fragmented system differs from the U.S.,…
Dimensional’s Gerard O’Reilly on the Shift Back to Public Markets
After years of directing time, attention, and capital toward private markets, institutional investors are taking a fresh look at whether they underinvested — intellectually and operationally — in…
The Political Fight Over Who Gets to Own -- and Rent -- America’s Houses
Amherst Group CEO Sean Dobson discusses the push to restrict institutional homebuyers, his work with lawmakers in Washington, and the politics driving the debate over single-family rentals.Take a…
Manulife CQS’s Soraya Chabarek on Credit, Succession, M&A Pitfalls, and What Makes Investment Firms Last
I first got to know Soraya Chabarek the way many relationships now begin: entirely on screen. Meeting in person was different. As Soraya notes in this episode, technology accelerates access, but it…
BlackRock’s Rick Rieder Asks ‘What Is Money’
In Episode 11, which was recorded live at the Morningstar Investment Conference in Chicago, Julie Segal talked to BlackRock’s Rick Rieder, who created THE buzz at the conference after his morning…
The Glitch That Has Been Undermining Hedge Funds—and the Man Determined to Fix It
Imagine waking up to discover that decades of data on stocks never included key industries (technology anyone?), making every major index misleading and leaving people to question everything about…
Stop Fighting Data Transparency in Private Markets. The Risks Are Too High.
In episode 9, Julie talks to Robert Goldstein, who has been the chief operating officer of BlackRock for 10 years and who started as a ‘green package’ analyst 30 years ago in 1994. Rob, who was part…
The Expiration Date for Private Equity’s Trillions in Dry Powder Is Approaching
In episode 8, Julie talks to Ignacio Jayanti, CEO of private equity firm Corsair Capital, which spun out of J.P. Morgan Chase in 2006. Before that, Jayanti had been on the investment team of the…
Are Investors Over-Allocated to Private Markets?
David Hunt, president and CEO of PGIM, addresses how economies are being funded differently, what that means for investors’ portfolios, and how to foster contrarian thinking.Listen to Julie and David…
In Private Credit, It’s Peak Popularity — and Peak Worries
In episode 6, Julie talks to John Wright about why it’s not enough anymore to just pick the best credits. While clearly counterintuitive statement, John, who is global head of credit and a partner,…
Companies Aren’t Defaulting, But How Much Longer Can They Pay 12 to 14 percent?
In episode 5, Julie talks to Oliver Fadly of NEPC about why he’s cautious on private credit right now after the explosive growth in the asset class over the last 15 years, why he expects much more…
Office: ‘Much of It Will Be Dirt’
Michael Levy, CEO of Crow Holdings, says the bottom third of office buildings are redevelopment projects that are a “multi-decade problem.” In today’s episode, Julie sits down in New York to talk…
If It Trades, Alpha Fades: One Man’s Quest to Discover New Assets
Rishi Ganti argues there is a meaningful alternative to investing in tradeable markets — but it’s not easy. In this episode of the podcast, Julie Segal talks to Rishi Ganti, a veteran of J.P. Morgan…
Alts Managers Race for Retail Clients — But They're Not Lowering Fees
Bob Elliott wants to offer ETFs that replicate the return streams of hedge funds and other alternatives to both pensions and individuals who can’t justify paying 2 and 20.Bob Elliott is a co-founder…
Jonathan Lavine of Bain Capital
Today I’m talking to Jonathan Lavine, co-managing partner of Bain Capital and chief investment officer of Bain Capital Credit. In this episode, Jonathan talks about his path to the esoteric world of…
Welcome to In Conversation with Julie Segal
Welcome to In Conversation with Julie Segal, a podcast about the world of institutional investors. Music: Motivate Me by Mixaund
Frequently Asked Questions
In Conversation with Julie Segal has published 18 episodes since November 2023, covering topics in Business, Investing.
In Conversation with Julie Segal is currently active with new episodes monthly. Average episode length is 44m.
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