Nick Rosenthal, Co-CEO of Griffin Capital shares his thoughts about the affordable housing crisis in the United States with a focus on the multifamily sector. The conversation includes the origin of the housing issue, challenges in single-family home production, the shift towards renting, and the impact of factors like increased home prices and stagnant wages. Nick discusses the current state of the multifamily market, discussing the high number of deliveries in 2023 and 2024, challenges in the credit environment, and the importance of timing in real estate development. We talk about the Opportunity Zones program as a potential solution for tax mitigation and its benefits, including gain deferral, tax-free growth, and tax-free income generation while also touching on the pitfalls of OZs, emphasizing the need for due diligence in selecting projects and managers. The conversation wraps up with speculating how the Federal Reserve's role and the uncertainty surrounding future interest rate cuts factor in.

Welcome to the Dugout 2024. In this 15-minute segment Paul and Clint have a casual and semi off-the-cuff conversation about topics that range from Paul's upcoming visit to see Clint's Tar Heels play in the Dean Dome to their thoughts on “anyone under 80”. Conversation points include the Federal Reserve rate cuts, cash, employment, America’s spending, the S&P 500, the Magnificent Seven, cyclical fluctuation, playing the long game, old and new prognostications, pundits, and of course a dash of politics.

Join us in this episode as Nick Fusco, Co-founder of ApeVue, takes us on a journey through the dynamic world of private markets. From the rise of credit funds to the evolving landscape of equity valuations, Nick provides a unique perspective on the challenges and opportunities in this often-overlooked sector. Discover the significance of long-duration plays, the impact of data on AI models, and the intriguing developments in fund finance. Gain insights into ApeVue's index benchmarks and learn how they contribute to a holistic understanding of private market dynamics. Don't miss this conversation that unveils the secrets of private markets and their potential for long-term success.

Introducing the Dugout, a new segment of the podcast where hosts Paul and Clint go one-on-one and talk about what’s going on in the world. In this Dugout episode, Paul and Clint hit on inflation trends, the consumer's spending behavior, the potential impact of the Xi-Biden meeting, and deglobalization. The conversation also includes insights into the manufacturing renaissance, the importance of the CHIPS Act, and the potential for a rebirth of American manufacturing.

Chris Nero, Founder and CEO of Bridgeport Financial Technology, brings 34 years of industry expertise to the show, where we discuss the financial markets evolution and the transition from public to private markets and the challenges and nuances of this shift.

We cover key aspects such as the importance of education in bridging the gap between public and private markets, the growth of accredited high net worth and ultra high net worth investors in private markets, and the role of additive–not disruptive–technology in facilitating this transition. We talk about trends such as the popularity of private credit and the emergence of feeder structures to provide access to exclusive funds. We also highlight the significance of digitization and single source of truth and what that means for the industry in the long term. In our conversation, Chris emphasizes the importance of understanding the entire life cycle of private markets and private market investments and how it works as being critical in building a digital infrastructure that creates a seamless and transparent experience for advisors and clients alike.