Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Jason Fisch Podcasts

show episodes
 
A deep dive into our journey to find the dream job! My name is Jason Fisch. I am a Strategy Analyst at Accenture. How Did I Get Here? is my podcast where I interview executives and entrepreneurs with awesome jobs and potentially unconventional career paths. As a recent college graduate, I have noticed that many of my peers may know what their interests are, but not what they want to do as a career. Additionally, many college students and young professionals are not aware of all the awesome j ...
  continue reading
 
Artwork
 
Conversations with investment and business thought leaders, founders, and experts geared toward the family office executive or family principal. Join host Joe Reilly as we learn from the best in the investment and business world. Great stories, analysis and insights you can use in a family office context.
  continue reading
 
Artwork

1
Defying Odds

Logan Tremellen

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
This podcast is focused on sharing stories of growth, resiliency, and gratefulness. Through stories of a wide variety of guests, host Logan Tremellen hopes to show you the power, knowledge, and ability that we all already possess in order to take charge in every area of your life. About the Host: Logan Tremellen is a 24-year-old who has faced death from Crohn's Disease three times in his life and now is currently building a creative and digital media company. Support this podcast: https://po ...
  continue reading
 
Loading …
show series
 
There’s a vast landscape of valuable but unconventional assets out there, but how do you find them, filter them, and properly value them? What frameworks can you use to understand them and how can you integrate them into a portfolio? Jeff Collins of Cloverlay, a seasoned investor in niche assets for decades, loves to explore these esoteric and over…
  continue reading
 
Joan Solotar is global head of Blackstone Private Wealth and a member of the firm’s management committee. Joan’s career tracks the fascinating evolution of Wall Street in the past thirty years. Joan worked on three notable IPOs: DLJ in 1995, Goldman Sachs in 1999, and Blackstone in 2007, and we discuss the strategic reasons behind them. She was tap…
  continue reading
 
Mark Strauch is a founding partner and president of the private equity firm Alpine Investors, known for its unique CEO training program. With a background in Industrial Engineering from Lehigh University and subsequent business studies focused on finance, his career spans operational roles at companies like Electronic Arts, entrepreneurial ventures…
  continue reading
 
Today we are going to hear the story of one of the most interesting firms to spring from a significant family office. JB and Tony Pritzker approached today’s guest, Paul Carbone, with the idea of expanding their direct investments into a free-standing firm called Pritzker Private Capital. Paul takes us through that journey and we discuss the import…
  continue reading
 
Jason Mudrick is the Founder and Chief Investment Officer of the $3.4 billion Mudrick Capital Management, a firm renowned for its expertise in navigating complex credit situations and distressed opportunities. With a career spanning multiple market cycles, Jason brings a wealth of experience and a unique perspective on the evolving landscape of dis…
  continue reading
 
Today, we're charting the remarkable trajectory of a wealth management powerhouse: Pathstone. Joining us is Matt Fleissig, co-founder and CEO. Pathstone is a great case study for the major trends in wealth management over the last ten years. Pathstone’s DNA was from the well-known Harris MyCFO, which was the original dot-com family office formed by…
  continue reading
 
Michael Fisch is a founder and the CEO of American Securities, a $23 billion private equity firm that originated in the Rosenwald family office. This is a great story of a fabled family office turning their investment DNA into a thriving private equity firm by buying market-leading businesses. William Rosenwald, son of Julius Rosenwald who built Se…
  continue reading
 
Today’s guest is Jim Tananbaum of Foresite Capital. One of the most exciting places AI is revolutionizing is drug discovery, so I was very excited to have Jim on today. Jim Tananbaum is the founder and chief executive officer of Foresite Capital, a U.S.-focused healthcare investment firm founded in 2011 that has approximately $3.5 billion in assets…
  continue reading
 
Today’s guest is Mark Gerson of 3i Members. Mark is a remarkable entrepreneur, philanthropist, and master at creating networks. He is most well known for founding Gerson Lehrman Group, the original and largest expert network in the world, and most recently, 3i Members, a global deal network for investors, all of whom have exited a company or led a …
  continue reading
 
David Salem has had a remarkable career. He did his undergrad at Middlebury, went to Harvard Business School where he sat next to Seth Klarman, then went to work with Jeremy Grantham at GMO where he became a partner. He started The Investment Fund for Foundations, a groundbreaking way for smaller endowments to benefit from professional investing an…
  continue reading
 
Jennifer Prosek has built a powerhouse communications firm by focusing on asset management. She asked herself, "Why does the financial industry not care about its brand, and why are they so on the back foot about everything?" I was particularly keen to talk to her about how firms struggle to differentiate, especially as formerly low-profile parts o…
  continue reading
 
Zoe Cruz is a prominent figure in the financial services industry, known for her significant contributions and groundbreaking achievements as one of the highest-ranking women on Wall Street. She was named one of the Forbes top 50 women in business four years in a row. With a career spanning over 25 years at Morgan Stanley, where she served as Co-Pr…
  continue reading
 
Michael Weisz has a real knack for finding unconventional opportunities and a strong entrepreneurial spirit. He cut his teeth in real estate, but quickly found his nuanced understanding of mis-priced risk prepared him for creative investments like litigation and receivable finance and strategies like loans to professional athletes during lockouts. …
  continue reading
 
Today’s guest is Ted Seides from Capital Allocators podcast. I first did a print interview with Ted exactly seven years ago, when he had just completed his first book So You Want to Start a Hedge Fund? and had just started his podcast. Since then he has written two more books, Capital Allocators and today’s topic Private Equity Deals and now has on…
  continue reading
 
Greg Fleming is the President and Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March 2018. Greg and I discuss the pivotal Lehman weekend in September of 2008 when he was instrumental in the sale of Merrill Lynch to Bank of America, his thoughts on orga…
  continue reading
 
Ken Kencel is the President & CEO of Churchill Asset Management, a $50 billion dollar platform serving over 700 institutional clients. He shared valuable insights on the growing private credit market, the evolution of the industry, his first job at Drexel, working at Carlyle and then going out on his own to start Churchill from scratch. We also dis…
  continue reading
 
Jason Schwarz is Deputy Chief Executive Officer and President at Wilshire, which currently manages over $100 billion in assets and advises on $1.3 trillion. Jason was raised in a legal family, but his path diverged from the expected, fueled by a desire to carve his own niche. He told me, “I think you see this with sons and daughters of successful p…
  continue reading
 
Anthony Scaramucci, is the founder and managing partner of Skybridge Capital and the SALT Conference. We had a wide ranging and candid conversation about his new book, his path from Port Washington to the White House, navigating the cutthroat world of Wall Street and politics, adapting his investment style to survive, and the importance of non-tran…
  continue reading
 
Carin-Isabel Knoop is the founder and executive director of the Harvard Business School Research and Case Writing Division. This conversation was spurred by two things, one that I found out on the Business Breakdowns podcast last year that Harvard Business School Publishing is larger than Forbes, and two that I’ve also always been curious about how…
  continue reading
 
Scott Sperling is the Co-CEO of Thomas H. Lee Partners. We had an excellent conversation about his time at Harvard Management Company under legendary figures like Walter Cabot and Jack Meyer, his thoughts on the evolution of private equity, the growth of THL, how the firm is structured, his top metrics and how to find new areas of growth. Scott is …
  continue reading
 
Michael Tiedemann is a founding partner and chief executive officer of AlTi Tiedemann Global, a publicly traded $70 billion investment firm. He is also a member of the firm’s board of directors and chairman of the firm’s internal investment committee. We talk about starting the business with his father, Carl Tiedemann, the former president of DLJ, …
  continue reading
 
Alex Chaloff is the CIO of Bernstein Private Wealth Management. We had a great conversation talking about his personal litmus test for a manager, what to do with lagging funds, the advantages of scale, and the importance of having a sleep coach. Please enjoy my talk with Alex Chaloff. Alex Chaloff is the Chief Investment Officer of Bernstein Privat…
  continue reading
 
Today we have Mark Hurley, who recently co-authored a white paper called Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Mark has written several influential papers over the years, and makes some intriguing and provocative points. We go into the mechanics of the wealth management business, how to find talen…
  continue reading
 
Steffen Pauls is a serial entrepreneur with a long background in the private equity industry. His career started at BCG; he started and sold a fintech company during the dot com era; worked at KKR when it was still a small firm and grew along with it; and then left to start his own company in 2016 called Moonfare - which is a private equity investi…
  continue reading
 
Casey Whalen has had a remarkable investing career starting at the Yale investments office, then Rockefeller University, the CIO of the New York Public Library, running three billion at Truuvo partners and now heading up Lazard’s family office partners. Casey and I talk about the many lessons she learned from David Swensen, and I especially liked h…
  continue reading
 
Jason Portnoy grew a clothing brand across the US, selling in 250 retail stores, then left! He then founded JPort Media, a full-service digital media agency, that has generated over 200 million dollars for its clients PROFITABLY! He also has a coaching program "The Market Domination Method", a podcast "Perfectly Mentored", and he still prioritizes …
  continue reading
 
Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments. I thought it would be great to catch up with Ryan to get a look under the hood of a rapidly growing B2B SaaS company tackling one of asset management’s persistent back office issues such as K-1s and …
  continue reading
 
Today we have Jon Hirtle, founder and executive chairman of Hirtle, Callaghan & Co, a $20 billion OCIO firm. I was especially interested to talk to Jon because he is a real process guy, and has been thinking deeply about managers and portfolios for over thirty years. John trained recruits at Paris Island, worked at Goldman, and left with no clients…
  continue reading
 
AI for Portfolio Insight Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for investors of all stripes. Szilagyi spent most of his career with Stanley Druckenmiller at Duquesne Capital. He was co-CIO of global macro at Lombard Odier and also manage…
  continue reading
 
In this episode of the Defying Odds Podcast, I talk about my story of overcoming death and how it built me for the world of business.If you're struggling with tough times and need a perspective from someone who turned them into opportunities for success, then you need to listen to this episode of the Defying Odds Podcast, How Tough Times Built Me F…
  continue reading
 
Stan Miranda is the Co-Founder and Chairman of Partners Capital, a global OCIO with $50 billion under management. Stan was previously a longtime director at Bain and chairman of their Worldwide Executive Committee and a co-founder of Evolution Global Partners, a venture capital firm affiliated with Kleiner Perkins and TPG. I was interested to talk …
  continue reading
 
Paul Edelman is a psychologist who has worked with some of the world’s most successful hedge fund managers. Today we take a deep dive into how psychological techniques can be used to look for investment managers, how Paul applied what he learned from great mentors to filter for the investment management skill set, the importance and uncovering of c…
  continue reading
 
Rebecca Patterson was most recently Chief Investment Strategist at Bridgewater Associates where she was on the Executive Committee and was a frequent author of Bridgewater’s Daily Observations. Previously, she was CIO of Bessemer Trust, overseeing $85 billion in client assets. Before joining Bessemer, she worked globally for JP Morgan where she was…
  continue reading
 
Mark Anson, CEO and CIO of Commonfund, is in a unique position to compare and contrast the different investment styles of pension funds, endowments, family offices, and traditional asset managers. We talk about his interesting background starting at Salomon Brothers, then running investments for CalPERS, the Bass Family Office, Nuveen, and Commonfu…
  continue reading
 
Today we are speaking to Logan Allin, founder and managing partner of FinVC, a global fintech firm investing in B2B SaaS companies with over $1 billion in assets under management. Prior to founding FinVC, Logan was a vice president at SoFi Ventures and has had advisory and operating roles at Light Street Capital, Formation 8, Zanbato, Addepar, Poin…
  continue reading
 
Check out ⁠http://macromerch.com⁠ Use code “DEFY” at checkout for 10% off + free shipping. Video Version: ⁠https://youtu.be/Rr7xvLUjH7U⁠ Youtube: ⁠https://www.youtube.com/logantremellen?sub_confirmation=1⁠ About Me: I am a 24-year-old aspiring entrepreneur, who helps businesses gain attention on the internet. Follow me on social! Instagram: ⁠https:…
  continue reading
 
Michael Sidgmore is a co-founder and partner at Broadhaven Ventures, which is part of Broadhaven Capital Partners. Michael is a leading expert in the alternatives going mainstream movement in fintech and was an early employee at iCapital. He was an early investor in Carta, MoneyLion, Republic, Nowports, Pipe, and Allocate, among many others. He was…
  continue reading
 
In this video, I have a conversation with Tyler Babin about his creative success. Tyler is an amazing photographer, filmmaker, and more recently a Netflix producer. If you're interested in learning about creative success, then this video is for you. We talk about how he achieved the success he's had, and I hope that you can learn from his experienc…
  continue reading
 
We are speaking today with Chris Miller, the author of the international best selling Chip War: The Fight for the World's Most Critical Technology. We talk about the worse case scenario if TSMC went off line, if the race for technology collapsed the Soviet economy, the limits of Moore’s Law, and why Morris Chang, the founder of TSMC, should be more…
  continue reading
 
Our guest today is Mark Machin, CEO and co-founder of Opto Investments, a technology platform that provides independent investment advisors access to private markets. Mark was previously CEO of CPIB, the $500 billion dollar Canadian pension fund, and before that was a banker with Goldman Sachs in Asia. He has degrees in medicine and surgery from Ox…
  continue reading
 
In this video, we'll tell the story of a man who not only founded a billion-dollar company but also pursued an ultimate life experience. From his early beginnings failing out of school in France to his current success as a Father, Partner, and Startup Founder, we'll tell the inspiring story of this man who overcame all odds to achieve his dreams. H…
  continue reading
 
In this video, I'm joined by Katie Roerig, the founder of a natural candle e-commerce business that is on track to break 2 Million in sales in its fifth year in business. Katie shares with us the secrets to an online brand's 7-figure success, and how you can achieve it too! If you're thinking about starting your own online business, then you need t…
  continue reading
 
Karlo Gesner is a commercial photographer with more than 15 years of experience. In this video, he shares his story, from starting out with an engineering degree, becoming a wedding photographer, and then transitioning to a successful commercial photographer. Karlo shares some of his stories for aspiring commercial photographers, including why it i…
  continue reading
 
In this podcast, I am sharing Rob Liss's story of being a part of building a 1400 employee business, saving a baseball team, and battling with mental illness. If you're interested in entrepreneurship, business growth, or overcoming tough challenges, then this video is for you! In it, we share stories of Rob's successes and failures. Video Version: …
  continue reading
 
Curious about How to build a Youtube Channel Business? In this podcast, I have the opportunity to speak with Jacklyn Dallas from NothingButTech to talk about how she built the youtube channel to 192,000 subscribers, the challenges she encountered over the past 8 years, and how she uses social media to scale her business. Video Version: https://yout…
  continue reading
 
In this podcast, Cody Wanner and I discuss being a full-time content creator, facing adversity, and why he just quit his job to work for himself again. This podcast is a great look into how Cody approached posting content, and what led to him creating content for a living. Video Version: https://youtu.be/c3s6psKDatc Youtube: https://www.youtube.com…
  continue reading
 
Brody Hall began his career in business by flipping shoes at the age of 12. He founded Xelerate Auto Appearance in 2018. This year, at the age of 21, he moved his company into a 16,000 sq. ft warehouse! Brody's joy for business and life is clear and his drive to keep moving forward makes this podcast a great listen. Video Version: https://youtu.be/…
  continue reading
 
Why would someone turn down a 6-figure paying career? Why would someone take a commission-only job when they have bills that need to be paid? In this conversation with Nico Delgiorno, I ask these questions and get to know the reasoning and mindset behind what has created a successful sales and real estate investment career. Video Version: https://y…
  continue reading
 
Could you imagine being homeless at 48 years old? Could you imagine starting 29 individual businesses? In this conversation, I speak with Rick Middleton about his crazy history and all that he had to overcome to end up selling his company in 2018 for $43 million dollars. This is a very long podcast, but it is definitely worth the time to listen to!…
  continue reading
 
In this podcast, I have a conversation with Jamie Mowery of Anthem Marketing Group to discuss how to build a social media following, the importance of a personal brand, and a bunch of other business and marketing topics! Follow Jamie: https://www.instagram.com/jamielee049/?hl=en Video Version: https://youtu.be/i5PFjwNTL1M Youtube: https://www.youtu…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play