The Biltmore View
In depth conversations with leading investment managers.
Oct. 19, 2023, 4 p.m.
Episode 33: Ch Ch Changes (Turn and Face the Strain): CRE REITs - Jonathan Litt, Founder & CIO at Land & Buildings Management
This is a particularly interesting time in commercial real estate - full of changes. Many public REIT valuations have fallen to 20% discounts to their asset values. While private real estate is generally held at elevated values. The lending environment is radically changed...
Sept. 19, 2023, 4 p.m.
Episode 32: An Education in Biotech, Dev Gandhi - SilverArc Capital
If you ever want to cause a debate with any of your investment friends, a good starter subject is BioTech. People either love it or hate it. Biotech stocks are particularly volatile. The day trial results are released can see a stock falling 50% or gaining 100%...
July 19, 2023, 10 a.m.
Episode 30: The Hidden Market of Bank Loan Sales - Nick Renwick, Cross Ocean Partners
Our guest, Nick Renwick, is Senior Portfolio Manager and Head of Research at Cross Ocean Partners. Cross Ocean invests globally in a broad range of credit and hard assets. They specialize in sourcing assets directly from banks.
April 27, 2023, 10 a.m.
Episode 29: The Most Interesting Asset Class You've Never Heard Of - Precatorios - Cesar Collier, Siguler Guff
Cesar Collier has built Siguler Guff into the dominant player in a unique asset class - Brazilian legal claims against the government. These claims are written into the Brazilian constitution and known as precatorios
March 29, 2023, 10:15 a.m.
Episode 28: After SVB, Is My Money Safe at Charles Schwab? - Warren Fisher, Manole Capital Management
The failure of Silicon Valley Bank, left many wondering about the safety of their savings. As we record this, the government’s actions appear to have won a reprieve in the banking panic. We’re joined by Warren Fisher, Founder and Portfolio Manager at Manole Capital to unpack causes of the crisis, the government fix, and predictions on the future of banking.
Feb. 6, 2023, 3:55 p.m.
Episode 27: Private Equity is Keeping Your Home Pest Free - Jay Abramson & Mark McKenna of Halle Capital
In today’s conversation, I speak with both Jay Abramson, Senior Partner, and Mark McKenna, Principal, of Halle Capital. Jay & Mark really dive in to the nuts and bolts of how Halle can build value in areas of the economy most investors pass right by
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.