Evercore: Flow of Funds with Glenn Schorr
Evercore 13 episodes Oct 30, 2026
Evercore's Flow of Funds is a financial podcast hosted by Glenn Schorr, a Senior Managing Director and leading equity analyst at Evercore ISI. Each episode examines the forces shaping private markets, wealth management, and the financial institutions behind them. The show combines sharp market analysis and Glenn's own perspective with conversations featuring top executives, investors, and industry leaders. It is aimed at listeners who want insight into where capital is moving and why.
Episodes
12: Tax Alpha & Technology: Inside Parametric's Direct Indexing Revolution
Discover why the future of investing may be less about "products" and more about hyper-personalized service. In this insightful episode, Glenn Schorr welcomes Tom Lee, Co-President and CIO of Parametric, to break down how direct indexing and tax-aware customization are reshaping the wealth and asset management industries. Key highlights include practical strategies for tax optimization,
11: Leaving a Mark: How Lincoln Sets The Standard for Private Valuations
In this packed episode, Glenn Schorr and his partner Ben Rubin sit down with Lincoln International’s Global Head of Portfolio Valuations Brian Garfield for a discussion covering everything from how you put a price on a private asset that doesn’t trade, why independent valuations and proprietary data are becoming increasingly important as private markets grow, and how the rise of evergreen funds an
10: Choosing Wisely: Where ICG Invests and Where It Doesn't
Discover why disciplined focus and organic growth are powering ICG’s global ascent—and learn how long-term partnerships with major pension funds and a unique balance sheet approach are setting new standards in private markets. What does it take to build a global asset manager without relying on acquisitions, and how are client relationships evolving as the industry consolidates?In this episode, Gl
09: SEI: The Connective Tissue of Modern Finance
What if the “connective tissue” of asset management, fund administration, and wealth advice isn’t who you think it is? In this episode, Glenn Schorr sits down with Ryan Hicke, CEO of SEI, to pull back the curtain on a 58-year-old financial giant that’s quietly shaping the future of the industry. Find out why leading alternative asset managers are suddenly rushing to outsource, how the explosion of
08: Software, Soft Where? How Vista Equity Partners Is Evolving In The AI Era
In this packed episode, Glenn Schorr sits down with Vista’s President David Breach for a discussion covering everything from how AI won’t kill software, but in fact make it better, how the power of incumbency is helping software adapt, embrace and be the delivery mechanism for agentic tools, and how the industry is looking to rearchitect pricing strategies as we moved from the software-as-a-servic
07: CLO’s Explained: How they Work and What Drives Returns with Lauren Basmadjian
Join Glenn Schorr as he sits down with Lauren Basmadjian, Partner and Global Head of Liquid Credit at Carlyle, for a deep dive into the world of CLOs (Collateralized Loan Obligations). This episode of Evercore’s Flow of Funds podcast demystifies the CLO market, covering how CLOs are structured, the mechanics of cash flow, the array of risk/return opportunities, and the evolving investor landscape.
06: Steve Eisman's Perspectives on Private Credit & Why It's Probably Not 2008
Glenn Schorr welcomes legendary investor Steve Eisman, renowned for his market-shaking calls before the global financial crisis, to uncover what could be brewing beneath the so-far “safe” surface of private credit and direct lending.Journey through key moments where Steve Eisman was years ahead of consensus on everything from the dismantling of Glass-Steagall to the demise of subprime lending, to
05: Unlocking Alpha in Cash: MaxMyInterest Founder Gary Zimmerman
What if you could eliminate the anxiety of chasing the highest yield on your cash—and earn thousands in extra income without ever switching banks? In this episode of Evercore's Flow of Funds, host Glenn Schorr sits down with Gary Zimmerman, founder and CEO of MaxMyInterest, who reveals the secret to turning cash—a supposedly “boring” asset—into a source of meaningful alpha.You’ll hear how a fo
04: An Inside Look Into The World of Systematic Credit with Acadian Asset Management
What if we told you that only around 1% of the massive $17 trillion corporate credit market is managed systematically—leaving a huge opportunity for those who dare to innovate? In this episode of Evercore's Flow of Funds, host Glenn Schorr sits down with Kelly Young, CEO of Acadian Asset Management, and Scott Richardson, Head of Systematic Credit, for an eye-opening look into the world of syst
03: Demystifying Alternative Credit and Asset-Backed Finance with Ivan Zinn of Blue Owl
What if the hidden backbone of America’s Main Street—the massive, complex world of asset-backed finance and alternative credit—was not only bigger than you imagined, but also teeming with overlooked investment opportunities? In this episode of Evercore's Flow of Funds, host Glenn Schorr sits down with Ivan Zinn, the head of alternative credit at Blue Owl, to give listeners a rare, behind-the-scene
02: Wealth Management Unplugged: Team Structure, Tax Strategies, and Alternatives with UBS Experts
What if the most powerful wealth strategy isn’t about how much you make, but how much you keep?On this episode of Evercore's Flow of Funds, host Glenn Schorr sits down with elite UBS advisors Nick Pepe and Joe Vogler, who reveal the surprising engine driving massive value for clients: strategic tax planning and holistic wealth coordination that goes far beyond traditional investing.You’ll disc
01: The Power of The Platform: Morgan Stanley’s Jed Finn and Alison Nest
What if we told you that Morgan Stanley’s alternative investments platform only lets less than 10% of the funds they review onto their shelves—and that this selectivity is exactly what's turning the entire wealth management industry on its head?In this episode of the Private Markets and Wealth Forum with Glenn Schorr, you’ll hear how Morgan Stanley’s scale, innovation, and relentless dedication to
00: Evercore's Flow of Funds Unveiled
What if the public markets you thought were the center of finance... are no longer the only markets that matter?Get ready to discover why trillions of dollars are quietly migrating into alternative assets—and what this seismic shift means for everyone from financial advisors to everyday investors.In this kickoff episode of the Private Markets and Wealth Forum, host Glenn Schorr uncovers the ongoin
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