The Biltmore View℠
In depth conversations with leading investment managers.
S4 E30
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.
S4 E29
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
S4 E28
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.
S4 E27
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
S3 E26
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...
S3 E25
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...
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...