Latest
23
Dec
BTE Newsletter #9: The Holiday Special
Hello everyone,
With the holidays in full swing and Christmas just around the corner, this edition of the newsletter will
4 min read
18
Dec
When Private Markets Goes Wrong - Bluerock and Willow Wealth
Anyone who’s heard me talk about private markets, or read my newsletter, might incorrectly assume I’m bullish on
5 min read
16
Dec
BTE Newsletter #8: The John Fisher Interview (and first two video clips!)
4 min read
16
Dec
Interview With John Fisher, CEO, Bridgeport Asset Management
In the fourth episode of the Beyond the Exchange podcast, I was joined by John Fisher, CEO of Bridgeport Asset Management. John shared his entrepreneurial journey, the evolution of Bridgeport’s offerings, and his perspective on today’s investment landscape. This is part one of our conversation.
6 min read
11
Dec
Are Private Markets Reaching the Final Frontier?
As private markets firms look to reach retail investors, they are increasingly teaming up with traditional asset managers.
4 min read
09
Dec
BTE Newsletter #7: The Elroy Gust Interview
Hey everyone,
The podcast is officially rolling! Episode two was released yesterday, featuring Sean O’Hara from Obsiido.
Coming up
4 min read
09
Dec
Interview With Elroy Gust, CEO, Newlook Capital
Elroy Gust, CEO of Newlook Capital, joined me for a wide-ranging conversation about the origins of Newlook, how the firm operates, and what led a private equity company to launch a strategy focused on dentistry. This is part 1 of the interview.
5 min read
04
Dec
PwC 2030 Forecast: It Pays To Be In Private Markets
PricewaterhouseCoopers is forecasting for private markets to account for over half of all revenues in investment management by 2030. This brings up two questions: how and why?
3 min read
02
Dec
BTE Newsletter #6: The Sean O'Hara Interview (and Podcast Launch!)
Hello everyone, and great news!
The podcast is officially live. I had originally planned to launch it in 2026, after
4 min read
02
Dec
Interview With Sean O'Hara, Chief Investment Officer, Obsiido
Sean O’Hara, Chief Investment Officer at Obsiido, joined me to discuss the firm’s origins, its mission, and his approach to fund selection. We also explored the current state of Canada’s private markets and the meaning behind the name “Obsiido.” This is part 1 of the interview.
5 min read
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