Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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Modern Portfolio Theory Podcasts
Value investing is more than an investment strategy — it's a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS '21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors
Ryan Miller
Thanks for listening to another episode of Making Billions with Ryan Miller: The Private Equity Podcast for Fund Managers, Startup Founders, and Venture Capital Investors. This show covers topics connecting you to some of the best investment funds that won in their industry—from making money and motivation to alternative investments, fund managers, entrepreneurs, investors, innovators, capital raisers, money mavericks, and industry titans. If you want to start a business, understand investme ...
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Welcome to the Slay Your Financial Giants Podcast, a show where personal finance meets purpose with financial planner and author Trent Benedetti. A career spanning decades in the financial world, Trent brings unique blends of modern financial principles and deep Biblical wisdom, helping listeners conquer their biggest financial challenges while staying true to their core beliefs. Trent Benedetti, the founder of Benedetti Financial, is a licensed Certified Public Accountant and Certified Fina ...
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Is Modern Portfolio Theory Broken? SynthEquity Revolutionizes Portfolios
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31:53
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31:53Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co" In this critical episode of Making Billions, host Ryan Miller and alternative asset manager Larry Kriesmer challenge the core tenets of Modern Portfolio Theory. Larry argues that traditional diversification is broken because supposedly uncorrelated assets become correlated…
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Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey
1:02:23
1:02:23
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1:02:23Robert Robotti, President and CIO of Robotti & Company Advisors, joins host Michael Mauboussin to explore a lifetime shaped by value investing. With deep roots in accounting and formative experiences auditing firms like Tweedy, Browne, Bob shares how those early exposures led him to a career buying underfollowed, undervalued companies. In this epis…
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E62: Middle Market M&A: How Founders Maximize Exit Value with Tim Mueller
29:41
29:41
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29:41Discover how Middle Market M&A really works and what founders must do to maximize exit value in the $5M–$40M lower middle market. In this episode, M&A advisor Tim Mueller of IT ExchangeNet breaks down how private equity, search funds, and strategic buyers evaluate companies and negotiate deals. You’ll learn how to prepare for a sale, avoid earn-out…
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Inside the AI Gold Rush: Who Wins, Who Gets Wiped Out
1:02:36
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1:02:36Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/frc2-apply" Everyone's chasing the AI Gold Rush, but few are asking who's getting wiped out in the process. Billions of dollars are being deployed, valuations are exploding, and yet beneath the surface, there's a silent reshuffling of power that's redefining the venture lan…
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#61 Inside Ballard Global’s Private Credit Investing Strategy
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35:38Private credit doesn’t have to be mysterious—or risky. In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders sit down with Mike Barker and Rick Parmiter of Ballard Global to uncover how private credit delivers consistent returns without the volatility of public markets. Learn how Ballard’s values-driven model, dive…
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The Secret Sauce Behind Billion Dollar Funds
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17:25Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co/frc2-apply" How do the world's best fund managers turn every dollar into six, year after year, even when the markets are collapsing? It is not luck or insider tips. They use a repeatable, systematic, almost scientific playbook to build their wealth and sustain extraordinary…
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Richard Brekka - From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages
1:03:35
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1:03:35In this episode, host Tano Santos sits down with Richard Brekka, founder and managing partner of Second Alpha, to examine the lesser-known world of secondary investing in private technology companies. With decades of experience—from venture capital to secondary transactions—Richard shares his journey through private equity at Chase and CIBC, his ro…
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E60: Inside Dubai Deals - How Capital Actually Moves in the UAE
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37:17For Investors Exploring Cross-Border Opportunities: How Raising Capital in the UAE Really Works Dubai is often seen as a place of limitless wealth and easy capital—but the reality of raising money in the United Arab Emirates is far more structured and relationship-driven than most realize. In this episode, international attorney Sarah Florer sits d…
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E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments
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36:40Discover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polare Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising …
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Why Private Equity CEOs Fail and How to Destroy Them All in 100 Days
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8:20Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co" Here is the truth: most Private Equity CEOs fail within their first 18 months. It is not a test of intelligence; it is a test of speed to value and execution. The first 100 days are the make-or-break period where a new CEO proves their fitness, secures board alignment, and…
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Amit Wadhwaney - From Montreal to Moerus: Amit Wadhwaney's Deep Value Discipline
1:08:04
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1:08:04Amit Wadhwaney, founding partner and portfolio manager at Moerus Capital Management, joins hosts Tano Santos and Michael Mauboussin to trace his unorthodox journey from Bombay to Concordia to founding a value investing firm focused on the balance sheet. Along the way, he discusses his early exposure to Marty Whitman, lessons from Third Avenue's int…
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E58: Capital Raising Made Easy - How Real Advisers Capital Helps Issuers Attract Investors
21:38
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21:38In this episode, hosts Sarah Florer and Roland Wiederaenders unveil Real Advisers Capital—a new platform designed to simplify private capital raising. Together with marketing strategist Anthony Carrano and videographer Mark Caddell, they merge legal expertise, compliance, and digital marketing to help issuers attract and retain investors under Rule…
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Venture Capital is Broken: The Evergreen Solution No One's Talking About
47:04
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47:04Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co" In this powerful episode of the Making Billions podcast, host Ryan Miller and guest Michelle Urben dismantle the outdated conventions of traditional venture capital. Michelle argues that the industry is "broken" due to its strict adherence to stage-specific investing and m…
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E57: Estate Planning Simplified: Protecting Your Family, Your Legacy, and Your Peace of Mind with Eric Bean, FBFK Law
40:14
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40:14Discover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean. Estate Planning Made Easy: Protect Your Legacy and Family Peace of Mind Most people think estate planning is only for the ultra-wealthy. In this episode, Eric Bean, atto…
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Private Equity Masterclass: How Billionaires Buy Companies 50% Cheaper Than Everyone Else
23:17
23:17
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23:17Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co" In this first installment of the Making Billions Academy, host Ryan Miller teaches a powerful financial concept used by private equity pros to instantly assess deals: Tobin's Q. This ratio compares a company's market value to its replacement cost, helping investors determi…
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Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
56:47
56:47
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56:47Bill Ackman, founder and CEO of Pershing Square Capital Management, joins hosts Michael Mauboussin and Tano Santos to trace the arc of his investing journey—from his early days in real estate finance to founding Gotham Partners and eventually building Pershing Square into a $30 billion firm. Bill discusses formative moments that shaped his thinking…
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#56: Maximize Returns with Legal Due Diligence - Reduce Risk, Close Better Deals
40:59
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40:59Legal Due Diligence: Protecting Returns in Alternative Investing Legal due diligence isn’t just paperwork — it’s profit protection. In this episode, attorney Javier Aranda of FBFK Law joins hosts Sarah Florer and Roland Wiederaenders to explain how early legal strategy can prevent costly mistakes, protect investor capital, and strengthen deal struc…
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10 Black Swans All at Once: How China’s AI Disrupt’s EVERYTHING
1:22:08
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1:22:08Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co" In this episode, Ryan Miller and renowned venture capitalist Jeremy Kranz explore the future of global investing and fund management. They reveal how emerging markets, particularly China, have outpaced Silicon Valley in real-world AI adoption and commercialization. Jeremy …
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#55 Qualified Small Business Stock (QSBS) Explained: How Section 1202 Creates Tax-Free Business Exits
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35:40How Qualified Small Business Stock Creates Tax-Free Business Exits Discover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202. Learn how to structure your investments, maximize capit…
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From Pitch to Profit: Storytelling Strategies for Raising Capital
55:32
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55:32Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" In this episode of Making Billions, I sit down with renowned leadership communication coach Dia Bondi to demystify the art of high-stakes fundraising. Forget everything you thought you knew about traditional pitching. Dia shares her groundbreaking insights o…
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#54 Venture Capital Investing: How Women-Led Startups Drive Innovation & Returns
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38:02Summary How True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital. In this episode of Alt Investing Made Easy, Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving environmental and human health. Discover why these s…
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How Fund Managers Win: Building a $600M World-Class Investment Firm
1:11:14
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1:11:14Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" Emotions have no place in deal making, well, that used to be the case before Mark Rampolla proved them all wrong. See, what if I told you that your feelings are actually the most powerful due diligence tool in your toolbox? In the next 60 minutes, I'll revea…
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E53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash Flow
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36:22
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36:22Diversify smarter: stable, passive income through commercial real estate funds. Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expandi…
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Inside PHL Capital: Strategies for Managing $900M+ in AUM
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32:59Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" You'll fail as a fund manager if you think raising capital is all about the pitch, discover the real secrets to scaling from 600,000 to 900 million, while protecting your reputation and your investors. So if you want to avoid the biggest mistakes in private …
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E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth
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56:57Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or explo…
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How to Raise Millions: Insider Secrets from a $750M Real Estate Fund CEO
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47:29Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" Are you curious how top investors build powerful networks and close big deals? Well, listen up, because this episode goes beyond spreadsheets and cash flow and gets right to the heart of what actually works, all this and more coming right now. Subscribe on Y…
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Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg
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41:27In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights…
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The Martell Method: How Top VCs Evaluate AI Startups Fast
41:30
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41:30Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" Are you frustrated with countless AI pitches that sound great in theory, but fail to deliver the goods? Learn how top investors at Martell Ventures cut through the hype, spot real winners and avoid costly mistakes. This episode is for serious deal makers onl…
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Kristin Gilbertson - Risk, Resilience, and Returns
50:23
50:23
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50:23In this episode, hosts Tano Santos and Michael Mauboussin speak with Kristin Gilbertson, CIO of Access Industries and former CIO of the University of Pennsylvania Endowment. Kristin shares her early interest in economic development and her unique journey through the World Bank, Stanford Management Company, and into managing a major university endow…
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E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners
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30:56In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional …
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How to Build a Multi-Million Dollar Passive Income Stream
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53:43Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" Want to know how to leap you from your first rental to $2 billion in real estate, stick around. These are the secrets most investors never hear. All this and more right now, here we go. Subscribe on YouTube: https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3…
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E49: Unlocking Small Business Success with Wade Bruffey
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42:00In this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his company in supporting entrepreneurs in their acquisition en…
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Digital Real Estate: The Future of Passive Income
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48:50Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" What if there was one move that could scale your investment brand globally, unlock liquidity premiums and monetize your entire community? See, this episode opened my eyes to the future of investing, and it all starts right now. Subscribe on YouTube: https://…
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E48: Unlocking the Secrets of Crypto Lending with Hunter Albright
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41:15In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders engage in a comprehensive discussion with Hunter Albright from Salt Lending about the nuances of secured and unsecured lending, particularly in the context of cryptocurrency. They explore the importance of financial literacy in wealth building, the role of digital ass…
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Fund Raising Secrets: How to Win Investors' Trust Every Time
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43:53Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" If you've ever wondered how to raise millions without sounding like a sleazy salesman, then this is a conversation that'll change everything you know about investor psychology. All this and more coming right now. Subscribe on YouTube: https://www.youtube.com…
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Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders interview Dan Bitting, an attorney and shareholder at FBFK Law, discussing the intricacies of fiduciary duties in law, particularly in the context of alternative investing. The conversation explores various aspects of fiduciary responsibilities, the im…
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Former SEC Executive: Regulation & the Future of Crypto Investing
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37:36Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller, and today I have my dear friend Gabe Benincasa. Gabe is the chief risk officer and General Counsel of FundBank, it's a new type of bank that is set up to help fund managers with …
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Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
55:28
55:28
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55:28In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential practitioners of value investing, Seth shares his formative stories — from arbitraging coins as a kid to launching Baupost in 1982 — and reflects on his decades-long investment philosophy. They explore ti…
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E46: Investment Management Law with George Lee with FBFK Law
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34:51Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview George T Lee, a seasoned attorney specializing in investment management and family offices. The conversation covers George's background as a third-generation attorney, the evolution and institutionalization of family offices, the complexities o…
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Turn $0 into Millions: A Veteran's Investment Strategy
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33:51Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" What if you could turn $0 into millions, escape Wall Street's broken system and build wealth without risking everything? See, a Navy veteran just cracked a code, and he's about to reveal exactly how he did it. So whether you're broke, frustrated with traditi…
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Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
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1:11:53In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Business School, to discuss his journey from physics at Caltech to leading research in behavioral finance and quantitative investing. Kent shares insights from his academic work and his years at Goldman Sac…
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E45: Family Office Insights with Jonathan Tuttle
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31:15In this episode of Alt Investing Made Easy, Jonathan Tuttle shares his experiences traveling through Southeast Asia and discusses the growing trend of family offices in the region. He delves into his background in real estate and podcasting, explaining how he became involved with family offices and the unique challenges they face. The conversation …
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Flexible Focus: The Key to Private Equity Success
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17:32Send us a text "RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/" Most people think private equity is about money. The truth, it's about knowing exactly how to turn a million into 10, when everyone else sees nothing but risk and today, my guest is going to show you how all this and more coming right now. Subscribe on YouTu…
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