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A podcast hosted by Dylan Marma, dedicated to exploring how to make smart investment decisions and execute well in real estate and private equity. We will be interviewing top notch sponsors in various asset classes to understand how they think and the frameworks that they've put in place with the goal of achieving above average risk adjusted returns. This podcast won't give you "tips and tricks" or tell you how to "get rich quick" instead the Operators and Allocators podcast will give you re ...
 
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I’m excited to share that Matt Spielman, my friend of 25 years, a member of my personal Board of Directors, and my executive coach, released his first book earlier this week. It’s entitled: Inflection Points, How to Work and Live with Purpose, and Matt gave me the honor of writing the foreward to the book. In an effort to help him spread the word, …
 
Ryan graduated from The Farmer School of Business at Miami University(OH) in 2012 with a B.S. in Finance. During his academic career, Ryan played 4 years of collegiate baseball.After graduation, he worked in the Finance industry prior to getting into the mobile home park industry full time.Currently, his portfolio has grown to over 8 parks, spreadi…
 
Billy Libby is the co-founder of Upper90, a firm that invests in a hybrid of debt and equity in early stage technology companies to help founders scale efficiently. Billy partnered with Jason Finger, the founder of Seamless, to address a capital structure inefficiency in the venture world. Upper90 has deployed a $1 billion of capital for an LP base…
 
John Barber is the Managing Partner of Cohesive Capital, a $1 billion private equity firm founded in 2010 to focus exclusively on private and growth equity co-investments. Cohesive executes its strategy without investing in funds and without paying a carry to sponsors. Our conversation covers John’s early career in investment banking, the evolution…
 
Larry Kochard is the CIO at Makena Capital Management, a $20 billion OCIO formed by senior executives from the Stanford Management Company in 2005. Larry joined Makena in 2018, following a storied career serving as CEO and CIO of University of Virginia Investment Management Company, as the first CIO at Georgetown University, and as Managing Directo…
 
Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the University, and responsibility for the University's $8.5 billion long-term investment pool. Before joining UVIMCO in 2011, he served as Georgetown University's first in-house CIO. Prior to that, he…
 
Sahil Bloom is one of most dynamic up and coming creators in the financial community. He spent a decade in investment banking and private equity before turning to writing prolific threads about finance and frameworks to have a more fulfilling life and career. He’s amassed over a half a million followers on Twitter in just the last two years, writes…
 
On today’s Manager Meeting, Paula Volent interviews Steve Drobny. Paula is a legend in the endowment world and recent guest on Capital Allocators who is now serving as the CIO for Rockefeller University’s $2.5 billion endowment after spending twenty years at the helm of Bowdoin College’s endowment. Steve is the Founder and Managing Partner of Clock…
 
Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) – a mid-market investment consultant with $80 billion in discretionary and non-discretionary assets under advisement. Greg oversees the day-to-day management of the research team and chairs the firm's investment policy committee that oversees all manager hire and fire decis…
 
We dive back into the mobile home park space but this time with Ryan Narus. Ryan definitely has strict criteria when it comes to investing into properties. He gives us a detailed list of do’s & don’t to always keep in mind and lays out the business plan and operations strategies he utilizes both in his day to day operations as well as when finding …
 
Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in…
 
On today’s manager meeting, I interview Andrew Milgram, a Managing Partner and Chief Investment Officer of Marblegate Asset Management. Marblegate is a $2.3 billion alternative investment manager founded in 2008 that focuses on middle-market distressed credit opportunities and special situations. The firm takes a direct sourcing approach, and works…
 
Learn more about the podcast and it's presenters at: https://therequitygroup.com/ The deal is everything when it comes to real estate, it can set you up for failure or total success. Your first steps need to be done correctly and fully thought out, doing it that way will minimize any obstacles that could arise. Today our guest Timothy Lyons, gives …
 
Tom Lenehan is the CIO at the Wallace Foundation, where he oversees $2 billion for the New York City-based Foundation whose mission is to foster equity and improvements in learning and enrichment for young people. Tom is only the second CIO in Wallace’s history, having taken over the helm in January 2021. Before joining Wallace, he served as deputy…
 
Tom Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps lead the management of the University’s $2B endowment. Rockefeller University is a unique duck – with a focused mission of improving the understanding of life for the benefit of humanity. Founded in 1901, it was the first institution in the country devo…
 
What is the secret to a successful real estate investment career? Knowledge, Experience, Being Studious, and Taking Calculated Risks. Our guest James Knull knows a lot about these steps because creating a successful portfolio and presence in Canada or anywhere for that matter isn’t easy. James and Dylan talk about James’ first exposure to real esta…
 
Sebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a contributing columnist for The Washington Post, two-time Pulitzer Prize Finalist, and New York Times best selling author. His most recent book, The Power Law: Venture Capital and the Making of the New Future, chronicles the hist…
 
Mobile home parks are beginning to become an all-star topic on this podcast and we love it! Behind every all-star park is an all-star owner / operator. Today we had the chance to sit down and discuss all things MHC with Todd Sulzinger as well as other huge topics like syndication and market climates.Todd gives us his story on how he moved from a 40…
 
Steve Papa has been part of reimagining the technology landscape for twenty years. He was the Founder and CEO of Endeca, an enterprise software company that Oracle acquired for $1.1 billion in 2011. After that, he invested in and became a founding Partner of six technology companies, including the lead investor in Toast. Our conversation covers Ste…
 
Passive investing as limited partners is one thing qualified individuals can benefit from to help grow your capital. Some think it is as easy as just throwing money at the best sounding deal without doing the due diligence and hoping it will pay off. Sam Silverman is a real estate investor, CEO of Silverman Capital, and the top pick of investors in…
 
Kathy Xu is the Founding Partner of Capital Today, a $2.5 billion firm that is one of the top venture capitalists in China. Capital Today strives to help small and mid-sized companies become the leading brands in China. Over the years, some of their winners include JD.com, Mei Tuan, VIP Shop, and Ctrip. Our conversation covers Kathy’s upbringing in…
 
On today’s Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund th…
 
Acquiring multiple asset classes can be beneficial even outside of profits, it could sharpen your knowledge and network. Logan D Freeman, is the man that likes to know the ins and outs of everything dealing from multifamily to commercial. We get to pick his brain to see his tips to making the best of every business endeavor. We cover office space, …
 
Renata Quintini and Roseanne Wincek are the Co-Founders and Managing Partners of Renegade Partners, a venture capital firm they launched in 2019 after each experienced life inside top-notch venture firms – Renata at Felicis and Lux and Rosanne at Canaan Partners and IVP. They raised a first fund of $100 million to focus on the “Supercritical Stage”…
 
Today’s show is a special Sponsor Insight from Aumni, highlighting their growing business for venture capitalists, operators, and LPs. Aumni helps private capital investors track and analyze individual deal terms, while providing comprehensive financial and legal insights across portfolios and the broader venture market. I sat down with Kelsey Chas…
 
Today we ask the question, buy big or buy comfortable? Greg Scully gives us both sides of the coin when it comes to real estate investing. There is no wrong answer but there are benefits to both sides. Greg and I express our thoughts on the matter and deep-dive on the current gas prices and its impact on RV camping resorts. Is there a downturn with…
 
Arjun Sethi is Co-founder and CEO of Tribe Capital, a $1.3B venture capital fund built by engineers and scientists to focus on using product and data science to engineer N-of-1 companies and investments. Arjun was an entrepreneur who founded and sold two businesses and became an active angel investor before turning to venture capital. Our conversat…
 
James Aitken is the Founder of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. He has been a repeat guest on the show, sharing his deep understanding of the inner workings of the financial system. Our first conversation …
 
Australian James Aitken is the Founder and Managing Partner of Aitken Advisors, a one-man macroeconomic consultancy based in Wimbledon, England that works with approximately one hundred of the most influential pools of capital in the world. James started his career in 1992 as a foreign exchange trader, moved to London in May 1999, and in March 2002…
 
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