Conversations with Investment Managers
Opportunities in General Partner Stakes
A Conversation with CAZ Investments Webinar
June 27, 2024 - Private markets are rapidly growing, with private equity, private debt, real assets, and real estate attracting significant investor interest due to their favorable long-term risk/return profiles. Additionally, owning a general partnership in these funds offers benefits like potential management and incentive fee returns. Sloan Smith and Steven Fraley interview Matt Lindholm of CAZ Investments about opportunities in general partner ownership and future prospects.
Conversations with Investment Managers
Explore past discussions on the latest trends and strategies shaping the investment landscape!
The Real Estate Investment Environment Going Forward: The Headwinds & Tailwinds
A Conversation with Versus Capital
March 13, 2024 - Higher interest rates, inflation, and economic uncertainty have dramatically changed the real estate investment landscape, with concerns about office vacancies and heavy debt. Despite this, real estate remains a strong long-term asset class with attractive opportunities in some sectors. Join Sloan Smith and Steven Fraley as they interview Casey Frazier of Versus Capital on navigating this challenging market..
The Future of Midstream Energy
A Conversation with Tortoise Capital Advisors
December 12, 2023 - Midstream energy infrastructure is crucial for moving energy across North America and overseas, generating strong free cash flow, income, and hedging against inflation. However, regulatory and environmental changes could impact this asset class. Join Sloan Smith as he interviews Brian Kessens of Tortoise Capital Advisors about their midstream energy strategy and market navigation.
The Current Private Equity Landscape
A Conversation with Partners Group
September 19, 2023 - Higher interest rates, inflation, and economic uncertainty have reshaped the private equity landscape, leading to declines in deal flow, exits, and fundraising. Yet, private equity remains a top-performing asset class over the past 15 years, with promising outlooks in certain sectors. Join Sloan Smith as he interviews Rob Collins of Partners Group on their strategy navigating these challenges.
Opportunities in Private Debt
A Conversation with Cliffwater LLC
June 20, 2023 - Private debt opportunities are becoming increasingly attractive in the current interest rate cycle as many traditional banks have reduced their lending capabilities. Join Sloan Smith as he interviews Steve Nesbitt, Chief Executive Officer of Cliffwater LLC on the topic of private debt and his view of the market.
Large Cap Growth
A Conversation with Harbor Capital Appreciation
March 21, 2023 - 2022 was a difficult year for the large cap growth equity space due to rising interest rates, higher inflation, and concerns about a potential recession. However, large cap growth still ranks as one of the best styles in the equity market for the past 15 years. Please join Sloan Smith and Rick Rodgers as they interview, Rick Mastain, Managing Director of Jennison Associates (subadvisor to Harbor Capital Appreciation) about the outlook for large cap growth.
Trends in Alternatives Investments
October 26, 2022 - As equity and fixed income markets have struggled in 2022, investors have taken a greater interest in alternative asset classes. Areas such as hedge funds, private equity, real estate, and private debt have captured more attention due to their ability to provide a different risk/return profile relative to equities and high-quality bonds.
Opportunities in Private Debt
A Conversation with Portfolio Advisors
June 23, 2022 - Join Sloan Smith, Innovest Principal and Director, and John Kyles, Head Portfolio Manager of Portfolio Advisors Credit Strategies Fund. Sloan interviews Mr. Kyles on the Private Debt space for a timely and interesting conversation.
The Future of Cryptocurrencies & Blockchain
A Conversation with Parapent Solutions
December 16, 2021 - Join Sloan Smith, Innovest Principal and Director, and David Gold, Founder & President of Parapent Solutions for a conversation about cryptocurrency and blockchain. They will discuss this unique area of investing and the forward landscape. It should be a timely and interesting conversation. We look forward to seeing you there.
The Future of Real Estate and Real Assets
A Conversation with Versus Capital
June 15, 2021 - Join Sloan Smith, Innovest Principal and Director, and Casey Frazier, Chief Investment Officer of Versus Capital for a conversation about the real estate and real asset investment landscape and the potential opportunities and risks.
Private Equity in the Lower Middle Market
A Conversation with RCP Advisors LLC
September 21, 2021 - Join Sloan Smith, Innovest Principal and Director, and Tom Danis, Managing Partner & Co-Founder of RCP Advisors LLC for a conversation about private equity in the lower middle market. They will discuss the opportunities in this area of private equity and the landscape going forward. It should be a timely and interesting conversation. We look forward to seeing you there.
Is Venture Capital Attractive in Today’s Market?
A Conversation with Greenspring Associates
October 6, 2020 - Join Sloan Smith as he interviews John Avirett and Hunter Somerville of Greenspring Associates as part of our Quarterly Research Interview Series. Greenspring is a respected venture capital firm that believes deep relationships built on trust lead to better returns. This webinar will answer the leading question, “Is Venture Capital Attractive in Today’s Market?” and other questions regarding the venture capital asset class.
Hedging Strategies
A Conversation with Ironwood Capital Management
July 16, 2020 - Join Innovest Principal, Sloan Smith for a conversation with Benjamin Zack, Managing Partner at Ironwood Capital Management about hedge funds and their place in your investment portfolio. Ben will share his thoughts on the important role Hedge Funds can play in a portfolio, fees in hedge funds and whether or not they are justified, and what separates a good hedge fund from a poor hedge fund.
