Episodes
In this episode of Capital Calls, we have the pleasure of speaking with Brett Hickey, the Founder & CEO of Star Mountain Capital, a specialized asset management firm focusing exclusively on the lower middle market. Brett will be sharing with us his insights and expertise on the company's approach to identifying the right opportunities and generating risk-adjusted returns in secondary credit.  While this is a publicly available interview, we want to remind our listeners that the full...
Published 05/17/23
Published 05/17/23
Hello listeners, in this episode of Capital Calls, we welcome Thomas Bengtsson, Head of Investments at Oak Universe, a fund founded on the concept of bringing cutting-edge portfolio management to advanced manufacturing. In this conversation, we talk about Oak Universe's unique take on the transformation of the European economy to secure supply chains and energy transition, and we get their specialized perspective on the 4th industrial revolution, or industry 4.0, as an opportunity for...
Published 12/19/22
In this episode of Capital Calls, we welcome Brian Smiga of Alpha Partners, whose PE fund strategy focuses on growth-stage private technology companies, led by the world’s best investors. Through its unique relationships with over 700 early-stage VCs,  Alpha Partners is able to create access to over 20% of Series C+ deals.  As a reminder, this is our publicly available interview. The full interview is accessible to accredited investors who are members on Palico. The extended version...
Published 09/08/22
Hello listeners, in this episode of Capital Calls, we welcome Andrew Axelrod, managing partner, and portfolio manager at Axar Capital, whose PE fund strategy focuses on turnaround and distressed investments in the North American middle market. This is an extremely timely interview in light of ongoing macroeconomic events. As a reminder, this is our publicly available interview. The full interview is accessible to accredited investors who are members of Palico.  The rest of the interview is...
Published 07/26/22
In this episode of Capital Calls, we welcome two guests from Millennium Bridge Capital. Managing Director, Brian Knitt, and Principal, Garrett Fitzgerald. Millennium Bridge Capital has been a pioneer in the co-investment space since 2004. Their strategy targets the North American lower middle market, primarily focusing on direct and indirect buyout/control investments. In this conversation, we explore the keys to Millennium Bridge Capital’s long-lasting success and how they’ve combined...
Published 06/30/22
In this episode of Capital Calls, we welcome Johannes Rabini and Stefan Beil, Managing Partners at Sobera Capital, a firm that focuses specifically on the niche but thriving area of direct secondary transaction in the European market. In this conversation, they lead us through their long history in this unique strategy and what has made them so successful at sourcing opportunities.  Enjoy this conversation with our host Lucas Lin.  As a reminder, this is our publicly available interview. The...
Published 03/09/22
Hello listeners, in this episode of Capital Calls, we welcome John Zic, Partner and Founding team member of EQUIAM — a fund that can easily be characterized as the ‘Moneyball’ of VC investing. John leads us through EQUIAM’s remarkable story and unique strategy that uses its proprietary data-driven model to achieve top quartile results. Take a listen as John takes us through Equiam’s ability to: Get 8x the deal flow of traditional VCsDeploy capital 3x as quicklyAnd realize value at ½ the time...
Published 02/23/22
In this episode of Palico Capital Calls we talk to Hans van Houwelingen, Managing Partner at Urban Impact Ventures, a European Impact Venture Capital Firm on a mission to improve urban quality of life in Europe. Diving deep into what investing in urban spaces means and why it is underserved, Hans gives us a clear view into UI Ventures’ network, diversification strategy and impact framework. We talk about decarbonization and circularity, and Hans brings all this to life as he describes some of...
Published 02/15/22
In this episode of Capital Calls we talk to Boris Bakech and Eric Boustouller, partners at C4 Ventures. We dive into the explosive success that C4 Ventures has already seen since its founding in 2014 and get an inside look at how they’ve already been able to see 8 of their portfolio companies reach unicorn status including well known investments that you’ll be familiar with such as Nest, Foursquare and Via.
Published 01/10/22
In this episode we talk to Borja de Roda, Managing Partner at Beka Asset Management, a fund that specializes in real asset investments. Borja presents the fund's investment strategy with special focus on farming-related businesses. He takes us through the details of investing in agribusinesses, how it complies with the fund’s ESG strategy and the associated returns related to the sector.  Borja de Roda has been involved in private equity real assets for over ten years now. He is the Managing...
Published 11/17/21
In this episode we talk to Natalie Adomait, Managing Director in Brookfield’s Renewable Power Group focused on impact investments. This is a timely conversation as the effects of climate change become increasingly evident. With Natalie, we get concrete insights into Brookfield’s investment philosophy and how the pursuit of creating a positive impact can also drive positive commercial returns.  Enjoy this conversation with our COO, Claire Commons, as we delve into impact investing from someone...
Published 09/08/21
We have a special episode as we catch up with the host of this very podcast Claire Commons, COO and Head of Strategy at Palico. Claire worked for over 20 years in private equity having worked on behalf of pensions, endowments and families. Now as a leader in the PE tech space, we talk to her about the trends we are seeing across the InvestTech space and the rapid changes they are bringing to the PE industry as a whole.
Published 08/04/21
Our guest this month is Andres Hefti, Partner at Multiplicity Partners, an investment firm specialized in providing liquidity solutions to holders of private market funds and distressed assets.  In our conversation, he explains how Multiplicity Partners shifted from being an advisory firm to becoming an investor in PE secondaries. Mr Hefti shares his experience and enthusiasm for the secondary market and takes us through some real-life examples that demonstrate why this asset class is so...
Published 06/15/21
In today’s episode, we welcome Neetesh Kumar, Partner at Spruceview Capital Partners, a fund of funds investing in low and mid-market buyout funds in the United States. He takes us through Spruceview’s specific investment strategy, using real-life examples that illustrate the valuable opportunities that can be found in these specific markets and how it makes Spruceview so unique as investors. 
Published 05/11/21
In today’s episode, we welcome Maureen Stancik Boyce and Amy Salzhauer - both Managing Partners and co-founders of Good Growth Capital. Founded in 2015, Good Growth Capital is an early-stage venture capital firm known for its expertise in finding,...
Published 03/16/21
As a category endowments and foundations include some of the most sophisticated and prominent institutional investors. They have been long known for generating outsized returns from top-quality investment programs. With the pandemic, E&F investment...
Published 03/01/21
We speak with Jennifer Choi, Managing Director for Industry Affairs at ILPA as she shares her view of the LP industry in recent months, how the crisis has impacted LPs engagement with GPs, and how ILPA has adapted to continue to serve the interests of LPs.
Published 01/12/21
From partnering with Elon Musk to describing how Brookfield became a technology investor, Josh Rafaelli, Managing Director at Brookfield Asset Management and former Managing Director at Silver Lake takes us through his different experiences in...
Published 11/26/20
In this episode we’ll be talking about Endowments and Foundations with Brendon Parry, Managing Director & Head of Private Equity at TIFF.  It is an interesting time for Endowments and Foundations as they face particular challenges brought on by the...
Published 11/05/20
A panel discussion featuring senior executives from VCFA, Coller Capital and Hamilton Lane. We discuss- How technology helps Secondary buyers to make decisions? What reasonable expectations a seller should have during COVID-19? How buyers deploy their...
Published 09/03/20
Chris Keller, Managing Partner at NextGen Venture Partners, as a true serial entrepreneur, created the world’s first celebrity fantasy league (Fafarazzi) and the world’s first email follow-up tool Followup.cc and then began his VC career at NextGen. An...
Published 08/17/20
Sean Ruhmann, Portfolio Manager running the TA Realty Core Property Fund, shares how his roots of a mechanical engineer kickstarted his Real Estate Investment industry career spanning almost 2 decades. The former Director and Partner at NEPC reflects on...
Published 08/03/20
A panel discussion featuring senior executives from LACERA, Campbell Lutyens and Nokia Investment Management Corporation. We discuss- How COVID-19 is affecting the secondary market? What best practices should LPs consider when selling their fund stakes...
Published 07/23/20
Asaf Horesh, General Partner at Vintage Investment Partners, served as a helicopter pilot under the Israeli Air Force before beginning his career in PE as a Principal at Greylock IL (now 83 North). The Wharton alumni and ex-BCG consultant reflects upon...
Published 06/15/20