The Distribution by Juniper Square
The Distribution by Juniper Square features interviews with industry experts, thought leaders, and prominent figures in commercial real estate, venture capital, and private equity. The podcast offers open and honest conversations about current trends and developments in private markets. It is produced by Juniper Square, a company focused on real estate investment management software.
Episodes
The Real Return on a GP Stake Is Information - Adel Alderbas - CIO @ Wafra
Brandon Sedloff and Adel Alderbas sit down at the IPEM Private Markets Conference in Paris to discuss Wafra's distinctive approach to middle market investing. Alderbas, Chief Investment Officer at Wafra, shares how the firm leverages its dual DNA as both GP and LP to build partnerships across a $30 billion platform. The conversation explores how Wafra identifies investor entrepreneurs, structures
The Power of Compounding: How Convening People Turned Into a Four-Decade Venture Advantage - Jamie Montgomery - Co-Founder & Managing Partner at March Capital
Brandon Sedloff and Jamie Montgomery explore the power of compounding across networks, knowledge, and capital in this episode of The Distribution. Montgomery, founder and managing partner at March Capital, shares insights from a forty-year career spanning aerospace consulting, merchant banking, and venture investing. The conversation traces his path from caddying for stockbrokers in 1960s Seattle
HALO Investing: Why Hard Assets With Low Obsolescence Beat AI Disruption - Matthew Adler - Founder & Managing Principal - Adler Partners
Brandon Sedloff and Matt Adler explore the world of small bay industrial real estate and the path from family business to independent fund manager. Adler, founder and managing partner of Adler Real Estate Partners, shares how he spun out of a third-generation family operation to build a specialized platform focused exclusively on multi-tenant light industrial properties across the Sun Belt. The co
The $20 Million Gap: Why Middle-Market Hotels Are Being Abandoned by Mega Funds - Russ Flicker - Co-Founder and Managing Partner - AWH Partners
Brandon Sedloff and Russ Flicker explore the institutional hotel business and the journey from practicing real estate law to building a vertically integrated hospitality firm. Flicker shares how AWH Partners emerged from a borrowed desk during the Great Recession and what shaped his approach to investing through work at the Trump Organization and Blackstone. The conversation covers how AWH differe
The Next Wave: Why Single-GP Evergreen Funds Will Define Wealth Channel Access - Susan Long McAndrews - Strategic Advisor
Brandon Sedloff and Susan Long McAndrews explore the evolving landscape of private markets distribution on The Distribution. Susan brings over two decades of experience from Pantheon, where she led both GP allocation and built the firm's wealth channel from the ground up. Now advising private equity firms on wealth and 401(k) strategies, she offers insight into what works, what doesn't, and where
The Succession Cliff: How Hunter Point Built a Full-Spectrum GP Solutions Platform - Melvin Hibberd - CIO at Hunter Point Capital
Brandon Sedloff and Melvin Hibberd explore the evolution of GP solutions and what it takes to build durable enterprise value in private markets. Hibberd, chief investment officer at Hunter Point Capital, shares his path from engineering in northern England to leading investments across a $10 billion platform. The conversation examines how GP solutions expanded from simple minority stakes into a fu
AI for private markets leaders: Rethinking How Work Gets Done - Alex Robinson - Co-Founder & CEO of Juniper Square
Brandon Sedloff and Alex Robinson explore the accelerating intersection of artificial intelligence and private markets operations. Robinson, co-founder and CEO of Juniper Square, explains why investment managers must reimagine their businesses around AI rather than treating it as a simple productivity tool. The conversation balances technical strategy with practical leadership advice for non-techn
Building an AI-Native Real Estate Investment Firm - Dan Carr & Peter Weiss - Co-Founders of Alpaca Real Estate
Brandon Sedloff sits down with Dan Carr and Peter Weiss, co-founders of Alpaca Real Estate, for a live conversation recorded at their annual Aspen Real Estate Summit. The two met as analysts at JP Morgan in 2011 and spent a decade building expertise at major institutions before launching their own opportunistic real estate private equity fund in late 2022. What sets Alpaca apart is their commitmen
The Discipline of Betting Against the Crowd — Bill McMorrow, CEO of Kennedy Wilson
Brandon Sedloff and Bill McMorrow trace the evolution of Kennedy Wilson from a $57,000 real estate auction company in 1988 to a global investment firm managing nearly $38 billion in assets. McMorrow shares how a series of pivotal relationships, from early banking mentors to partnerships with George Graziadio and Fairfax Financial's Prem Watsa, shaped the firm's trajectory across four decades of re
Geopolitics Over Asset Allocation: Why the Next 40 Years Demand a New Portfolio Playbook - John Bowman - CEO of CAIA Association
Brandon Sedloff and John Bowman explore the future of private markets through the lens of CAIA Association's recent research report, "The World Rewired." Bowman, CEO of CAIA Association, shares insights from eight global roundtables with over 120 C-suite executives across major financial centers. The conversation examines how geopolitical shifts, evolving product structures, and talent needs are r
The Inefficiency Advantage: Why the Best Alpha Lives in Private Markets' Hidden 90% - Raphi Schorr - Deputy Chief Investment Officer and Partner - HighVista Strategies
On this episode of The Distribution, Brandon Sedloff and Raphi Schorr explore what makes inefficient markets the last bastion of alpha in private investing. Schorr, Deputy Chief Investment Officer and Partner at HighVista Strategies, explains how his firm deploys $14 billion across overlooked corners of the market, from lower middle market private equity to venture capital, private credit, and pub
Institutional and Private Wealth as Equals: Nearly $100 Billion Built From Day One - David Weisburd - Co-Founder and Managing Partner - Weisburd Capital
Brandon Sedloff and David Weisburd explore the hidden psychology behind venture capital fundraising and LP decision-making on The Distribution. Weisburd, co-founder of Weisburd Pierce and host of How I Invest, shares insights from hundreds of conversations with institutional allocators managing over 10 trillion dollars in assets. The discussion reveals why LP incentives often diverge from traditio
The Platform Architect: Why Decision Architecture and Succession Planning Are Private Markets' Next Competitive Edge - Mike Cordingley - Managing Director @ Ferguson Partners
Brandon Sedloff and Mike Cordingley explore what it takes to build durable, scalable private markets firms in an era of constant disruption. Mike leads the strategy, leadership, and advisory group at Ferguson Partners, a talent management and strategic advisory firm that works with about half of the public REITs and many of the largest private equity and real estate platforms. His work takes him i
Against the Rate Cut Consensus: Floating Rate Credit, Consumer Resilience, and a Higher-for-Longer Decade - Elizabeth Burton - Chief Strategist - Fortress Investment Group
Brandon Sedloff and Elizabeth Burton explore the shifting landscape of institutional investing, macro strategy, and the growing case for credit over traditional private equity allocations. Burton brings a unique perspective shaped by her time as an allocator at the Maryland State Retirement System and as CIO of the Employees' Retirement System of Hawaii before joining Fortress Investment Group as
Operational Alpha at Any Scale: How a $300 Billion Platform Invests Like a Sector Specialist - Lowell Baron - CEO | Real Estate - Brookfield
Lowell Baron and Brandon Sedloff trace the evolution of Brookfield's real estate business from a small balance sheet investor into a global platform managing roughly $300 billion in assets. Baron shares how he joined what was then called Brascan in 2005 with fewer than twenty people on the real estate team, initially working on a modest credit fund while the firm owned just a stake in an office co
Credit, Secondaries, and 30 Years of Relationship-Driven Alpha - Aaron Gershenberg - CEO @ Pinegrove Venture Partners
Brandon Sedloff and Aaron Gershenberg sit down in California's wine country to explore three decades of venture capital evolution. Aaron, CEO and managing partner at Pinegrove Venture Partners, shares his unconventional path from economic development work and real estate consulting to building SVB Capital into a $10 billion platform, then relaunching after the bank's collapse as Pinegrove, backed
Picking Winners Late in the Race: Why Venture Secondaries Are a Decade-Long Opportunity
Brandon Sedloff sits down with Mike Boggs of Revelation Partners and Justin Burden of Industry Ventures at the Venture Secondaries Summit to explore how venture secondaries have evolved from a tool for distressed sellers into an institutional liquidity engine for private markets. The conversation examines the specialist approach required to succeed in this opaque, relationship-driven market where
The Overcaution Discount: How Tightening Supply Makes Today's Commercial Real Estate Undervalued - Hessam Nadji - CEO of Marcus & Millichap
Hessam Nadji, President and CEO of Marcus & Millichap, joins Brandon Sedloff to share his remarkable journey from immigrating to the United States from Iran to leading one of the largest commercial real estate brokerage firms in the country. Hessam reflects on the formative experiences that shaped his career, how an entry-level data entry role at Grubb & Ellis sparked a lifelong passion for resear
Demographics as Destiny: Building a $21B Platform on Mission-Critical Real Estate - Al Rabil - CEO of Kayne Anderson
Brandon Sedloff and Al Rabil discuss navigating real estate cycles, building investment platforms, and identifying mission-critical assets with decades of demand ahead. Rabil shares how an unconventional path—from philosophy major to commercial real estate workouts during the RTC crisis to running UBS Real Estate Investment Banking—shaped his approach to disciplined capital allocation. He explains
The Legal Catbird Seat: How Data and AI Are Reshaping Private Credit and Fund Finance - Matt Schwartz - Global Finance Group Leader & Co-Head of Private Credit - DLA Piper
Brandon Sedloff and Matt Schwartz explore the evolution of fund finance and private credit on The Distribution. Matt shares insights from his two decades in legal finance, including his journey from representing venture debt transactions to overseeing one of the world's largest law firm finance practices. The conversation examines how the financing landscape has fundamentally shifted over the past
A Contrarian's Vindication: Why Grocery-Anchored Retail Is Entering a 7-Year Rental Growth Super Cycle - Brian Kosoy - Managing Principal and CEO of Sterling Organization
Brandon Sedloff and Brian Kosoy explore the transformation of retail real estate from distressed contrarian bet to institutional favorite. Kosoy, CEO of Sterling Organization, explains how his firm built a $4 billion vertically integrated shopping center platform by staying committed to retail through 15 years of headwinds—from the financial crisis through the retail apocalypse and COVID-19. He sh
Why Market Returns Require More Than Market Risk: An 80-Year Diversification Playbook - Michael Levy - CEO @ Crow Holdings
Michael Levy joins Brandon Sedloff for a wide-ranging conversation on leadership, institutional evolution, and the long arc of building durable businesses. Michael reflects on his unconventional path from studying fine arts and attending law school at night to becoming a senior leader at Morgan Stanley and eventually CEO of Crow Holdings. He shares lessons from navigating the 2008 financial crisis
Finding Alpha in Middle Market Real Estate - Collin Laffey - Managing Director @ LFPI
Brandon Sedloff sits down with Collin Laffey, who leads U.S. real estate efforts at LFPI, to unpack how one of the most active allocators in private markets evaluates managers, structures long-duration capital, and identifies opportunity across real estate funds and co-investments. Collin explains why LFPI has intentionally focused on sub-$1 billion managers, how the firm’s 30-year flagship vehicl
Why Private Capital Is Waking Up to Net Lease - Jonathan Pong - EVP, CFO & Treasurer - Realty Income
Jonathan Pong joins Brandon Sedloff to discuss the evolution of Realty Income from one of the original net lease REITs into a global real estate platform spanning public and private capital markets. Jonathan shares how Realty Income scaled from a roughly $15 billion enterprise value company into a global platform with more than 15,500 properties across the U.S. and Europe, while maintaining its id
Global Real Estate Investing Through Uncertainty - INREV 2026 Barcelona
Brandon Sedloff hosts a special live panel recorded at the INREV annual conference in Barcelona, where he was invited to moderate an exclusive Investor Day session featuring some of the world’s leading institutional allocators. In front of an audience of global pension funds, insurance companies, family offices, and sovereign wealth funds, he sits down with Lucy Fletcher, Marieke van Kamp, and Mar
From Real Estate to Healthcare: Building Enduring Businesses - Fernando De Leon - Founder & CEO - Leon Capital Group
Brandon Sedloff sits down with Fernando De Leon to unpack the evolution of Leon Capital Group and the lessons learned from building and operating businesses across healthcare, insurance, financial services, and real estate. Fernando shares how his upbringing between Mexico and Texas shaped his understanding of human behavior and incentives, which later became foundational to how he builds organiza
How GPs Should Approach AI Right Now - Brandon Rembe - Chief Solutions Officer - Juniper Square
Brandon Sedloff sits down with Brandon Rembe in Nashville following Juniper Square’s sales kickoff to unpack how AI is reshaping private markets from the inside out. Rembe shares how rapidly advancing technology is forcing firms to rethink not just their tools, but how they operate, make decisions, and deliver results to LPs. The conversation explores why private markets are at a structural inflec
The Real Estate Inflection Point: Why Volatility Is the Greatest Source of Alpha - Todd Briddell - CEO of CenterSquare Investment Management
Brandon Sedloff sits down with Todd Briddell to explore the evolution of CenterSquare and the principles that have shaped its investment philosophy across public and private real estate markets. Todd reflects on his early career moments that defined his approach to decision-making, leadership, and fiduciary responsibility, while walking through the firm’s journey from a small startup to a global p
The Programmable Economy: Where AI, Data, and Capital Converge - Nick Shalek - Partner & Co-Founder @ Ribbit Capital
Brandon Sedloff sits down with Nick Shalek to explore the evolution of venture investing, the rise of AI, and the long-term implications of tokenization across global markets. Nick shares his journey from the Yale Investment Office to co-founding Ribbit Capital, offering a behind-the-scenes look at how the firm approaches conviction, concentration, and founder partnerships. The conversation dives
AI for private markets leaders: Rethinking How Work Gets Done - Alex Robinson - Co-Founder & CEO of Juniper Square
Brandon Sedloff sits down with Alex Robinson to unpack how AI is rapidly transforming private markets and the nature of knowledge work itself. Alex shares why recent breakthroughs are not incremental but foundational, shifting roles from execution to orchestration as AI agents take on more of the workload. The conversation explores how firms should think about adopting AI, why mindset matters as m
The Evolution of GP Stakes and GP Solutions - Drew Murphy - Head of Private Markets Advisory @ Berkshire Global Advisors
In this episode, Drew Murphy joins Brandon Sedloff to break down the evolving landscape of GP solutions and what it means for private markets firms navigating growth, capital needs, and strategic partnerships. Drew shares a comprehensive view of how the market has developed over the past two decades, why today’s environment offers more optionality than ever, and how firms should think about timing
The Future of Real Estate Investment Management: Scale, Specialization, and Survival - Jon Martin - CEO @ AEW
Brandon Sedloff sits down with Jon Martin to explore how real estate investing has evolved from a zero interest rate environment to one defined by disciplined capital allocation and operational execution. Jon reflects on his unconventional path into the industry, the transformation of real estate into a core institutional asset class, and how decades of market cycles have shaped his perspective as
Private Credit Through the Cycle: Why Relationships Matter More Than Capital - John Atwater - Co-Founder and Managing Partner - Prime Finance
Brandon Sedloff sits down with John Atwater to explore the evolution of Prime Finance and the broader dynamics shaping real estate private credit. John shares the story of launching Prime during the Savings and Loan crisis and how periods of market stress often create the best opportunities for disciplined lenders. The conversation traces the growth of Prime into a major platform across CMBS, orig
From Sector Specialist to Global Platform: Building Real Estate inside a Private Equity Giant - Henry Steinberg - Partner, Global Head, EQT Real Estate - EQT Group
In this episode of The Distribution, Brandon Sedloff sits down with Henry Steinberg, Global Head of EQT Real Estate, to discuss the evolution of one of the world’s largest real estate investment platforms. Henry shares the story of his path into the industry, from consulting and business school to building a career in logistics real estate through Liberty Property Trust and Exeter Property Group b
How Mid-Sized Alternative Managers Compete in the Age of Scale - Travis Pritchett - CEO @ HMC
In this episode of The Distribution, Brandon Sedloff sits down with Travis Pritchett, CEO of HMC, to unpack his unconventional path into alternatives and the evolution of a middle-market investment firm navigating a rapidly changing private markets landscape. From a biology major and fly-fishing enthusiast to leading an $8 billion global real assets platform, Travis shares the inflection points th
Beyond the Maple Eight: Canada’s $4T Opportunity - Katie Fasken - Founder & Managing Partner - August Advisors
In this episode of The Distribution, Brandon Sedloff sits down with Katie Fasken, founder of August Advisors, to unpack the overlooked depth of Canadian institutional capital. Drawing on her experience building institutional relationships at Slate Asset Management and launching her own boutique placement firm, Katie explains why Canada is far more than just the “Maple Eight” pensions. She breaks d
Operational Alpha in Multifamily: How Vertical Integration Drives Real Performance - Steven DeFrancis - Founder & CEO of Cortland
In this episode of The Distribution, Brandon Sedloff sits down with Steven DeFrancis, Founder and CEO of Cortland, to unpack how multifamily evolved from a commodity product into a true consumer service business. Steven shares the story behind Cortland’s transformation from a small merchant builder into a vertically integrated investment manager with more than 75,000 units and $20 billion in gross
The Next $10 Trillion Opportunity: Private Wealth Meets Private Markets - Mike Kelly - President and CIO of Future Standard
Mike Kelly joins Brandon Sedloff to share the journey that took him from a first-generation college student in Queens to co-President and Chief Investment Officer of Future Standard, an $88 billion alternative investment manager. He reflects on the formative experiences that shaped his investing philosophy, from cold-calling Lee Cooperman for an internship to working at Tiger Management and helpin
How Education Leads to Allocation in Private Investments - Michael Sidgmore - Partner & Co-Founder @ Broadhaven Ventures
In this episode of The Distribution, Brandon Sedloff sits down with Michael Sidgmore to unpack the accelerating convergence between private markets and private wealth. Drawing on Michael’s experience across investing, advisory, and media, the conversation explores how shifting market structure, technology, and education are reshaping distribution strategies. They examine why the wealth channel is
How LPs Evaluate Lower Middle Market Private Equity Managers - Lara Banks - Managing Director & Head of Private Equity - Makena Capital
In this episode of The Distribution, Brandon Sedloff sits down with Lara Banks to explore her investing career and her long tenure at Makena Capital. Lara shares how her early background in energy, quantitative trading, and project finance shaped her perspective as an allocator, and how her role evolved as Makena expanded its private equity and venture platform. The conversation dives into Makena’
What Private Wealth Wants From Real Estate Operators - Live From iREOC 2025 in Austin, Texas
This episode of The Distribution features a live panel conversation moderated by Brandon Sedloff with Brian Cho, Mark Shoberg, and Mark Neely, recorded at iREOC. The discussion focuses on the growing importance of private wealth as a capital source for real estate operating companies and investment managers. Drawing from perspectives across family offices, OCIOs, and active operators, the panel un
From 60/40 to Alternatives: How Wealth Portfolios Are Being Rebuilt - Phil Huber - Managing Director and Head of Portfolio Solutions at Cliffwater
In this episode of The Distribution, Brandon Sedloff sits down with Phil Huber to unpack the evolution of private markets and their growing role in private wealth portfolios. Phil shares his path from a family RIA to leading portfolio solutions at Cliffwater, and explains why alternatives are shifting from a niche allocation to a core portfolio decision. The conversation explores how interval fund
The Leadership Playbook Behind Scaling a National Retail Portfolio - Jahan Moslehi - CEO & Co-Founder - Bridge33 Capital
In this episode of The Distribution, Brandon Sedloff sits down with Jahan Moslehi to explore the long arc of building a retail real estate platform rooted in relationships, conviction, and operational discipline. Jahan shares his journey from immigrating to the US as a child to founding Bridge33 Capital, detailing how mentorship, trust, and hands-on execution shaped the firm’s growth. The conversa
Why Private Wealth is Still Under-Allocated in Private Markets (and What Changes That) - Chris Schelling - Managing Director - Aksia
In this episode of The Distribution, Brandon Sedloff sits down with Chris Schelling for a deep dive into the evolving intersection of private markets, alternatives, and private wealth. Chris shares his unconventional path into investing, from studying psychology to becoming a longtime allocator and advisor across institutional and wealth channels. The conversation explores how private markets have
What Real Estate Leaders Get Wrong About Cycles, Capital, and Conviction - Willy Walker - Chairman & CEO of Walker & Dunlop
In this episode, Brandon Sedloff sits down with Willy Walker for a conversation on leadership, capital markets, and the evolution of Walker & Dunlop. Willy walks through his unconventional path into real estate, from early career experiences in Latin America to returning home to help scale a multi-generational family business. The discussion explores how personal ambition, insecurity, and long-ter
Operational Alpha Over Scale: Why Focused Real Estate Platforms Are Winning - Jeff Beckham - CIO at Buckingham
In this episode of The Distribution, Brandon Sedloff sits down with Jeff Beckham to discuss building institutional real estate platforms, generating operational alpha, and scaling founder-led investment firms. Jeff walks through his career from investment banking to global real estate investing and explains how those experiences shaped his approach as Chief Investment Officer at Buckingham. The di
Building an Enduring Real Estate Platform Through Focus, Discipline, and Succession - Casey Cummings - CEO at Ram Realty Advisors
In this episode of The Distribution, Brandon Sedloff sits down with Casey Cummings for a deep conversation on building a real estate investment firm over multiple decades and market cycles. Casey walks through his personal path into the business, the evolution of Ram Realty Advisors, and the strategic decisions that shaped its transition from family capital to institutional platforms. The discussi
The For-Sale Housing Blind Spot: The Institutional Case for Financing Homeownership - Tony Avila - Founder @ Avila Real Estate Capital
In this episode of The Distribution, Brandon Sedloff sits down with Tony Avila for a detailed discussion on the evolution of residential land development and homebuilding finance. Tony walks through his multi-decade career, from early exposure to real estate and investment banking to building platforms focused on capital solutions for developers and regional homebuilders. The conversation explores
The Capital Stack Reset Creating Opportunities in Real Estate - Neville Rhone - Co-Founder & Managing Partner - Arc Capital Partners
Neville Rhone joins host Brandon Sedloff on The Distribution for a thoughtful conversation about his path from engineering to real estate, the experiences that shaped his investment philosophy, and the evolution of Arc Capital Partners. He reflects on early lessons from Morgan Stanley and Canyon Partners, the formation of Arc, and why the middle market remains the most compelling area for generati
How Hands-On Operations Built a 35,000-Unit Multifamily Platform - David Moore - CEO at Knightvest Capital
David Moore joins Brandon Sedloff on The Distribution for a candid conversation about his unconventional path into real estate, the early grind of building Knightvest, and how his team has scaled into one of the country’s most active multifamily owner operators. He reflects on growing up in an entrepreneurial household, navigating early career uncertainty, and stumbling into real estate through ne
Episode 100: A Solo Look Behind the Mic After 100 Conversations - Brandon Sedloff - Chief Real Estate Officer - Juniper Square
Brandon Sedloff marks the 100th episode of The Distribution with a reflective deep dive into the most consistent themes, lessons, and market insights gathered across his conversations with leaders throughout private markets. He revisits the origins of the show, shares his perspective on today’s uniquely challenging environment for investment managers, and distills the personal, operational, and st
Understanding Today’s Office Market: Distress, Recovery, and Selective Opportunity - Nick Bienstock - CEO & Co-Chairman - Savanna
Nick Bienstock joins host Brandon Sedloff on The Distribution for a detailed conversation about his path into real estate, the evolution of Savanna, and what he is seeing across the New York and West Palm Beach markets. He reflects on early experiences that shaped his investing philosophy, the formation of Savanna’s vertically integrated platform, and the strategic discipline required to operate i
From Ambiguity to Permanence: The New Era of Opportunity Zone Investing - Jeff Feinstein - Founder and Managing Partner of Pinnacle Partners
Jeff Feinstein joins host Brandon Sedloff on The Distribution for a deep dive into the evolution and future of opportunity zone investing. The conversation traces Jeff’s path from a decades-long career in technology to building Pinnacle Partners, a firm dedicated exclusively to opportunity zone development. Jeff explains how tax policy shaped his investing journey, why OZ legislation has become a
How Strategic Capital is Transforming Real Estate Operators - David Robertson - CEO & CIO @ FrontRange Capital
In this episode of The Distribution, host Brandon Sedloff sits down with David Robertson, CEO and Chief Investment Officer of FrontRange Capital, to unpack the evolution of strategic capital in real estate. David shares his unexpected journey from a childhood in Burbank’s entertainment industry to Harvard Business School and eventually into investment banking and real estate. The conversation expl
How Culture and People Create Real Estate Outperformance - Wade Madden - CEO @ Olympus Property
In this episode of The Distribution, host Brandon Sedloff sits down with Wade Madden, CEO of Olympus Property, for a deep dive into operational excellence and culture-driven leadership in multifamily real estate. Wade shares how his background in risk management and entrepreneurship shaped his disciplined yet people-first approach to scaling Olympus into one of the largest vertically integrated ow
Private Equity and Real Estate: How Platform Investing Drives Operational Value - Eric Resnick - CEO at KSL Capital Partners
Eric Resnick joins host Brandon Sedloff to discuss his remarkable journey from a lifelong passion for skiing to leading one of the world’s most prominent travel and leisure investment firms, KSL Capital Partners. Eric shares how early lessons in combining vocation with avocation shaped his career, from his first role at McKinsey to helping professionalize the ski industry with Vail Resorts. He det
Re-shoring, Robotics, and Real Alpha: A Deep Dive Into the Future of Industrial - Aasif Bade - Founder & CEO - Ambrose
In this episode of The Distribution, host Brandon Sedloff sits down with Aasif Bade, founder and CEO of Ambrose, to explore how he built one of the country’s leading modern industrial real estate platforms from the ground up. Aasif shares his journey from watching his father work in a warehouse on the west side of Indianapolis to founding Ambrose in 2008—just weeks after the collapse of Lehman Bro
How AI Is Transforming Private Markets - Alex Robinson - CEO & Co-Founder of Juniper Square
In this episode of The Distribution, host Brandon Sedloff welcomes Alex Robinson, CEO and co-founder of Juniper Square, for a deep dive into the evolving role of artificial intelligence within private markets. As a returning guest, Alex discusses Juniper Square’s latest acquisition of Tenor Digital and how it positions the company at the forefront of the rapidly growing private credit sector. From
How LPs and GPs Build Trust in a Changing Market - Katie Riester - Managing Director & GP of Fund of Funds Investing - Felicis
In this episode of The Distribution, host Brandon Sedloff sits down with Katie Riester, Managing Director at Felicis Ventures, for a wide-ranging conversation about the evolution of venture capital and the lessons she’s learned across her career on both the LP and GP sides. Katie reflects on her path from early experiences at Vanguard and Cambridge Associates to her current role helping shape one
Turning Hotel Operations Into Investment Alpha - Carlos Rodriguez, Jr. - Founder, President & COO of Driftwood Capital
In this episode of The Distribution, host Brandon Sedloff sits down with Carlos Rodriguez Jr., president and COO of Driftwood Capital, to discuss the evolution of one of the most vertically integrated hospitality investment platforms in the U.S. Carlos shares his family’s multigenerational journey from Costa Rica’s first Holiday Inn to today’s expansive network of hotels and funds, highlighting Dr
How Operational Alpha Shapes European Real Estate Investing - Saul Goldstein - Founder & CEO of ActivumSG
In this episode of The Distribution, host Brandon Sedloff sits down with Saul Goldstein for an in-depth look at his unconventional path from studying Japanese to building a European opportunistic fund manager, ActivumSG. Saul shares the lessons learned from navigating distressed markets in Japan and Germany, the entrepreneurial leap of founding ActivumSG, and how his firm approaches operational in
The Distribution Edge: Education, Media, and Trust - Brad Hargreaves & Paul Stanton of Thesis Driven
Brad Hargreaves and Paul Stanton join Brandon Sedloff on The Distribution to explore how media, capital markets, and innovative real estate models intersect. Brad reflects on his entrepreneurial journey from General Assembly to Common and now Thesis Driven, while Paul shares his evolution from institutional real estate to coworking and investment banking. Together, they highlight why education, st
Relationship Alpha in the Middle Market - Bryan Thornton - Managing Partner @ PCCP
Bryan Thornton joins host Brandon Sedloff on The Distribution for a wide-ranging conversation about his 26-year career at PCCP and the evolution of real estate investment management. He shares how his early experiences shaped his passion for urban environments, reflects on PCCP’s growth from a California-focused startup to a national player, and explains why relationships remain central to both le
Logistics, Data Centers, and Energy Growth in Asia - Trent Iliffe - Founder & CEO of LŌ-GOI Group
In this episode of The Distribution, host Brandon Sedloff speaks with Trent Iliffe about his unconventional path from aspiring filmmaker to leading logistics and data center development across Asia. Trent reflects on his early career in industrial real estate, the founding of LŌ-GOI Group, and how he helped grow the platform into a major player in the region. He shares candid insights into navigat
Lessons From 45 Founders of Real Estate Private Equity Firms - Jonathan Glick - Managing Partner at Incubation Capital
Recorded live in Sundance, Utah, this episode of The Distribution features host Brandon Sedloff in conversation with Jonathan Glick at the conclusion of the fourth annual REEL Conference. Together, they reflect on the event’s intimate and candid discussions with 45 founders and entrepreneurs in middle market real estate. The conversation covers the challenges of today’s market cycle, shifting capi
Building Resilience Through Cycles in Hospitality Investing - Mit Shah - Founder & CEO - Noble Investment Group
Mit Shah joins Brandon Sedloff to share the remarkable journey behind Noble Investment Group and its role in reshaping the hospitality investment landscape. From growing up in his family’s motel business to building a leading institutional platform, Mit reflects on the sacrifices, lessons, and opportunities that shaped his career. He also dives into the resilience of the hospitality sector through
Banking Solutions for Middle Market Private Equity - Scott Aleali - Head of Private Equity Finance - Citizens Private Bank
Scott Aleali joins Brandon Sedloff on The Distribution to share his journey from early beginnings at Silicon Valley Bank to leading the private equity business at Citizens Private Bank. He reflects on the collapse of SVB and First Republic, the creation of Citizens Private Bank, and how his team is building a differentiated service model for private equity and venture capital clients. Scott also p
The State of Rental Housing in the United States - Jay Parsons - Rental Housing Economist
In this episode of The Distribution, host Brandon Sedloff sits down with rental housing economist Jay Parsons for a wide-ranging discussion on the state of the rental housing market. Jay shares his path into the industry during the aftermath of the financial crisis, explains why he chose to specialize deeply in rental housing, and outlines the unique dynamics shaping apartments, single-family rent
The Real Estate Industry's Slow-Motion Deleveraging - Cia Buckley Marakovits - President & CIO - Dune Real Estate Partners
Cia Buckley Marakovits joins Brandon Sedloff on The Distribution to walk through her journey to President and Chief Investment Officer of Dune Real Estate Partners. She reflects on formative experiences at Bankers Trust, JER, and ultimately Dune, weaving together lessons in capital markets, risk management, investor relations, and leadership.
Cia discusses what it means to lead in the “private o
From First Mover to Market Leader: How Harrison Street Scaled to $70B - Chris Merrill - CEO and Chairman of Harrison Street
Chris Merrill, Co-Founder and CEO of Harrison Street, joins Brandon Sedloff to explore a career defined by risk-taking, innovation, and a steadfast belief in building differentiated real estate strategies. The conversation traces Chris’s early career in real estate through his formative years at Heitman, where he became one of the first Western investors to focus exclusively on Central Europe. Tha
From a 5 page business plan to $60B of AUM - Patience and Perseverance Pay Off - Len O'Donnell - Chairman and CEO of Affinius Capital
In this episode of The Distribution, host Brandon Sedloff sits down with Len O’Donnell, CEO of Affinius Capital, for a wide-ranging conversation on the evolution of one of real estate’s most strategically positioned investment platforms. Len reflects on his early exposure to development, his unconventional career path, and the lessons learned from leading through multiple business cycles. He share
Seeing Opportunity Differently: Venture Capital’s approach the Built Environment - Brendan Wallace - CEO & CIO of Fifth Wall
In this episode of The Distribution, host Brandon Sedloff sits down with Brendan Wallace, CEO & CIO of Fifth Wall, to explore the firm’s founding thesis, its investment philosophy, and the evolving intersection of real estate and technology. Brendan shares his unique career path—from real estate private equity at Blackstone to launching a successful tech startup sold to Workday—offering rare insig
Purpose-Built, Performance-Driven: The Student Housing Specialist Playbook - Patrick McBride - Co-Founder & Co-CEO - Coastal Ridge Real Estate
In this episode of The Distribution, host Brandon Sedloff sits down with Patrick McBride, co-founder and co-CEO of Coastal Ridge, to explore the firm’s evolution from a small entrepreneurial venture to a vertically integrated investment platform managing $5 billion in gross AUM.
McBride walks through the pivotal moments that shaped Coastal Ridge’s growth, including early partnerships with family
Operational Alpha: Why the Details Matter for GPs - Chris Brimsek - Managing Partner of CAB Advisory
In this episode of The Distribution, Brandon Sedloff sits down with Chris Brimsek, Managing Partner of Cab Advisory, for a deep dive into how investment managers can build enduring businesses in an increasingly complex private markets environment. Drawing on experience from advising GPs across asset classes and stages, Chris outlines the major strategic and operational challenges facing fund manag
From Warehouses to Wall Street: The Rise of Industrial Real Estate - Franz Colloredo-Mansfeld - Chairman & CEO of Cabot Properties
In this episode of The Distribution, host Brandon Sedloff sits down with Franz Colloredo-Mansfeld, CEO and Chairman of Cabot Properties, for a sweeping conversation on the evolution of the logistics real estate sector. Franz shares his unconventional path into the industry, beginning with a background in history and investment banking, and reflects on the experiences that shaped his leadership at
How Technology is Rewriting Private Market Access and Operations - Nasdaq Fund Secondaries
In this special edition of The Distribution, host Brandon Sedloff sits down with Chris Tinsley and Rory Mabin of NASDAQ’s fund secondaries business, recorded live from NASDAQ’s Times Square studio.
The conversation unpacks the evolution of the fund secondaries market, highlighting how NASDAQ is bringing technology, transparency, and regulatory clarity to a historically opaque and manual process.
From Complexity to Clarity: Scaling Operational Models in Private Markets - Jason Ment - President & Co-COO of StepStone Group
In this episode of The Distribution, host Brandon Sedloff sits down with Jason Ment, President and Co-Chief Operating Officer of StepStone Group, to explore the scale and complexity of operational leadership inside one of the world's most dynamic private markets investment platforms. Jason shares how he transitioned from General Counsel into firmwide operations, and how StepStone has grown from 35
Money in Motion: From Scale to Specialization for GPs - Ted Gooden - Founder & Managing Partner - Växa Partners
In this episode of The Distribution, host Brandon Sedloff sits down with Ted Gooden, founder of Växa Partners and a seasoned advisor in private markets, to explore the state of strategic consolidation across investment management. With more than two decades of experience and over 100 transactions under his belt, Ted shares the playbook behind how private equity, credit, and real estate platforms h
What it Takes to Scale Ops in Private Equity - Jay Maher - Global Chief Operating Officer - H.I.G. Capital
In this episode of The Distribution, host Brandon Sedloff sits down with Jay Maher, Global Chief Operating Officer at H.I.G. Capital, to explore what it takes to build scalable operational infrastructure inside one of the world’s leading middle-market private equity firms. With a career spanning over 30 years in fund administration, technology, and operational leadership, Jay brings a unique persp
Redefining Venture: Investing in What Others Miss - Charles Hudson - Founder and Managing Partner @ Precursor Ventures
In this episode of The Distribution, host Brandon Sedloff sits down with Charles Hudson, Managing Partner and Founder at Precursor Ventures, to explore the challenges and opportunities of pre-seed investing. Charles shares how his early career at In-Q-Tel and Uncork Capital shaped his thesis for launching Precursor—a fund intentionally designed to write small checks to first-time founders before t
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