The Biltmore View℠
In depth conversations with leading investment managers.
S3 E24
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...
S3 E23
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...
S3 E22
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.
S3 E21
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...
S3 E20
May 23, 2022, 1 p.m.
Episode 20: The Future of Cannabis in the US - Justin Ort, Measure 8ight Venture Partners
Despite all the stigma, cannabis was once a very trendy investment. With Canadian legalization, some public cannabis stocks traded...
S3 E19
May 9, 2022, 1 p.m.
Episode 19: Chris Teryazos, Aetos - The Opportunity in Carbon through CCA's
My guest today is Chris Teryazos. Chris is the President of Aetos Capital, a family office owned investment firm focused...
S3 E18
Feb. 14, 2022, 2:23 p.m.
Episode 18: How University Technology Transfer Fits into the Venture Landscape - Marc Singer, Osage University Partners
Today's guest Mark Singer has over 25 years in venture capital. He is currently a Managing Partner at Osage Univer…
S2 E16
July 6, 2021, 1:31 p.m.
Episode 16: What History Can Teach Us About Inflation - Scott Wallace, Shorepath Capital Management
Scott Wallace was the very first guest on the Biltmore View Podcast in March 2020. There’s g…
S2 E14
May 3, 2021, 1:23 p.m.
Episode 14 - Single Family Rental Housing with Todd Gorelick - "The Todd Pod"
As we talk to clients, one question seems to come up again and again… what is going on with …
S2 E12
March 10, 2021, 1:15 p.m.
Episode 12 - Sail Away with James Kelly, Greywolf Capital
James Kelly, Managing Director, Greywolf Capital. While Greywolf is known for distressed, e…
S2 E11
Feb. 26, 2021, 3:37 p.m.
Episode 11 - Charlie Carnegie, Context Capital - SPACtacular
Charlie Carnegie, Portfolio Manager, Context. While Context is known as a convertible arbitr…
S2 E11
March 25, 2021, 1:19 p.m.
Episode 13 - Don't Break the Chain with Darsh Singh, Hazoor Capital
Blockchain, Bitcoin, Cryptocurrency, NFT's - Darsh Singh, Co-Founder and Portfolio Mana…