
Conversations with investment and business thought leaders, founders, and experts geared toward the family office executive or family principal. Join host Joe Reilly as we learn from the best in the investment and business world. Great stories, analysis and insights you can use in a family office context.
| Publishes | Twice monthly | Episodes | 60 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||

Divya Narendra has spent his career at the intersection of finance and innovation. Divya is the Chief Executive Officer and Founder of SumZero, the world's largest community for professional investors, which he founded in 2008. Divya is also a Managi... more
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They are able to make complex topics accessible for listeners of all experience. Host knows to ask the right questions and then just let the guest expand. Every episode teaches me something new, even if I have heard the guest before. It has become a regular listen.
Interviewer clearly has spent a lot of time researching the topic
Really enjoyed the Conceptual Thinking episode, I can use the takeaways.
Joe’s interviewing approach is both soothing and precise, a combination that relaxes his guests and gets them to tell their own human stories as well as offering their insights into investing. A ‘must listen’.
Great podcast, highly recommend!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #173 |
Recent interactions between the hosts and their guests.
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This show targets family office executives and principals with in-depth conversations featuring top private equity and investment leaders. Episodes explore buy-and-build strategies, AI-driven asset management, niche and alternative investments, and family-office governance, often weaving career journeys with strategic insights for long-horizon investing. Notable strengths include high-caliber guests from finance, clear storytelling, and practical takeaways for managing capital across complex, often illiquid asset classes. The format tends to balance technical topics with human-interest anecdotes, making it useful for listeners seeking actionable investment perspectives and governance ideas within family offices.
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5. Exchanges
this podcast launched 4 years ago and published 60 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on this podcast include:
1. Mitch Julis
2. Curtis Arledge
3. Laurence Russian
4. Deirdre Bolton
5. Peter Kraus
6. Sebastian Mallaby
7. Michael Psaros
8. Kate El-Hillow
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