E77: Justin Pollack on PineBridge’s ($168 Billion AUM) Investment Thesis
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Description
Justin Pollack, Managing Director at PineBridge Investments, sits down with David Weisburd to discuss PineBridge’s investment thesis. They also breakdown the secondary markets, discuss the structural differences between private equity & public market investing, and ways to analyze spinouts.  The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co -- X / Twitter: @PineBridge (PineBridge Investments) @dweisburd (David Weisburd) -- LinkedIn: Justin Pollack: https://www.linkedin.com/in/justinpollack PineBridge Investments: https://www.linkedin.com/company/pinebridge-investments David Weisburd: https://www.linkedin.com/in/dweisburd/  -- LINKS:  PineBridge Investments: https://www.pinebridge.com/en  -- NEWSLETTER: By popular demand, we’ve launched the 10X Capital Podcast newsletter, which offers this week’s venture capital and limited partner news in digestible news bites delivered straight to your email. To subscribe please visit: http://10xcapital.beehiiv.com/  -- Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at [email protected] -- TIMESTAMPS: (1:12) Introduction of Justin Pollack and PineBridge Investments (1:55) Evolution and growth of the private equity market (4:39) Secondary market dynamics (12:02) Differentiating strategies in secondary investing (15:33) Emphasis on downside protection in secondary markets (19:12) Fund of funds and emerging manager strategies (22:29) Adapting private equity strategies to fund growth (26:18) PineBridge's approach to venture capital (27:26) Evaluating spinouts  (30:31) Identifying traits of top-performing fund managers (34:05) Closing remarks
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