Latest

27
Jan
BTE Newsletter #13: David Gens Preview

BTE Newsletter #13: David Gens Preview

Hello once again, For the second week in a row, this newsletter’s feature is a podcast preview, and you
11 min read
20
Jan
BTE Newsletter #12: Andrea Gruza Preview

BTE Newsletter #12: Andrea Gruza Preview

Hello again everyone, The BTE podcast is officially in full swing. Episode #5 with Andrea Gruza of Bonnefield is set
7 min read
13
Jan
BTE Newsletter #11: Sports!

BTE Newsletter #11: Sports!

Hello again everyone, and I hope your year is off to a good start. For my part, I just recorded
6 min read
07
Jan
BTE Newsletter #10: The 2026 Outlook Special

BTE Newsletter #10: The 2026 Outlook Special

Hello everyone, and Happy New Year 🎆 I hope you all had a great holiday season. Mine was spent looking after
4 min read
23
Dec
BTE Newsletter #9: The Holiday Special

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

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!)

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

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?

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

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