The Biltmore View
In depth conversations with leading investment managers.
Dec. 7, 2022, noon
Episode 26: Boris Jordan, Chairman Curaleaf - Cannabis Reform in the Lame Duck?
Join Rael with Curaleaf Chairman, Boris Jordan on this episode of the Biltmore View. The slow rolling legalization of cannabis in the United States is providing an interesting investment opportunity. Since Covid, cannabis sales are up tremendously. The legal industry is growing as more states legalize medicinal and/or recreational use...
Sept. 19, 2022, 4:34 p.m.
Episode 25: That's Real. Commercial Real Estate Lending in a Rapidly Changing World - Chris Tokarski, Acore Capital
Chris Tokarski was a founder of Acore Capital in 2015. Since that time it has grown to be one of the premier commercial real estate lenders with over 100 professionals and over $20b in assets under management. IN this episode we discuss real est...
Aug. 25, 2022, 8:28 a.m.
Episode 24: Equity Markets- Is History the Best Guide? - Scott Wallace, Founder/CIO of Shorepath Capital Management
Scott Wallace was the very first guest on the Biltmore View Podcast. On this podcast, we talk about why history is not necessarily an accurate measure for our current situation: while we had inflation in the 70’s, it may not be the right comparison...
July 27, 2022, 1 p.m.
Episode 23: Past is Prologue - The Coming Tempest in Private Markets - Drew Crichton, Founder of Traveller Capital Advisors
As founder of Traveller Capital Advisors, a boutique investment firm focused on purchasing LP interests of private funds in the secondary market, Drew Crichton has a great perch from which to view changes in the world of private investing. On this episode of the Biltmore View, Drew and I...
July 11, 2022, 1 p.m.
Episode 22: Evolving Mortgage Market and the Impact on Home Prices - Adam Rilander and Joe Allen, Galton / Mariner Investment Group
Join Rael, Adam Rilander and Joe Allen on US housing market investment strategies. With massive spikes across the US over the past two years, interest rate changes, and the history of the housing market, this becomes a complex topic.
June 20, 2022, 1 p.m.
Episode 21: Timing Distressed Credit - Jon Dorfman, Napier Park Global Capital
Jon Dorfman, Chief Investment Officer of Napier Park Global Capital co-founded Napier Park when the firm separated from Citigroup’s alternative investment arm in 2013. Today, Napier Park has approximately $19b assets under management with a highly institutional client...