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The Clockwork CIO

Green Lion Media
Private Markets
Evergreen Funds
Yieldstreet
Portfolio Management
Private Corner
Eurazeo
United States
Hamilton Lane
Secondaries Fund
JP Morgan
Discretionary Vs Advisory
Mediobanca Private Banking
CFM Indosuez Wealth Management
General Partners (gps)
Liquidity and Redemption
Evergreen Fund
Robo-Advisor
Education and Due Diligence
Private Wealth
France

Exploring the multifaceted nature of leadership in global finance

PublishesTwice monthlyEpisodes46Founded3 years ago
Categories
InvestingBusiness

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Artwork for The Clockwork CIO

Latest Episodes

Dispelling Private Markets Myths with Brendan McCurdy, Managing Director and Global Head of Investment Strategy at Ares Wealth Management Solutions

In conversation with Mitch Caplan, Chairman of the Board & interim CEO, Yieldstreet

Inside evergreens with Luc Maruenda, Partner - Head of Wealth Solutions - Investor Relations, Eurazeo

Inside evergreens with Olivier Dauman, Executive Director, Global Head of Investor Relations, CFM Indosuez Wealth Management

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Recent Guests

Brendan McCurdy
Managing Director, Global Head of Investment Strategy, Ares Wealth Management Solutions
Ares
Episode: Dispelling Private Markets Myths with Ares' Brendan McCurdy
Mitch Caplan
Chairman of the Board and Interim CEO, Yieldstreet
Yieldstreet
Episode: In conversation with Mitch Caplan, Chairman of the Board & interim CEO, Yieldstreet
Luc Maruenda
Head of Wealth Solutions at Eurazeo
Eurazeo
Episode: Inside evergreens with Luc Maruenda, Eurazeo
Olivier Dauman
Executive director and global head of investor relations for private markets at CFM Indosuez Wealth Management
CFM Indosuez Wealth Management / Credit Agricole
Episode: Inside evergreens with Olivier Dauman, CFM Indosuez Wealth Management
Greta Teot
Executive Director and Head of Private Markets at Mediobanca Private Banking
Mediobanca Private Banking
Episode: Inside Evergreens with Greta Teot
Thomas Renaudin
CEO of Private Corner
Private Corner
Episode: In conversation with Thomas Renaudin, CEO, Private Corner
Joshua Helfat
Managing Director and Head of Private Investments at JP Morgan Private Bank
JP Morgan Private Bank
Episode: Inside Evergreens with Joshua Helfat, JP Morgan Private Bank
Hamza Azeem
Managing Director, Evergreen Portfolio Management, Hamilton Lane
Hamilton Lane
Episode: Inside Evergreens with Hamza Azeem, Hamilton Lane

Host

James
Host across multiple formats including The Clockwork CIO and The Great Convergence.

Chart Rankings

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Apple Podcasts
#196
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

In conversation with Thomas Renaudin, CEO, Private Corner
Q: What are your views on evergreen/open-ended funds and their impact on private markets?
Evergreen structures can broaden access but come with liquidity and governance risks; we're evaluating models that preserve the essence of private markets—long-term engagement and disciplined pricing—while ensuring strong governance and clear client communication.
In conversation with Thomas Renaudin, CEO, Private Corner
Q: How does the platform balance turnkey solutions with bespoke mandates for different partner needs?
We offer a hybrid model with turnkey solutions for quick distribution and bespoke mandates for larger or more sophisticated partners, all under a core-satellite framework that provides a structured allocation while allowing customization based on partner client segmentation.
In conversation with Thomas Renaudin, CEO, Private Corner
Q: When did you found Private Corner, and what problem were you aiming to solve?
We founded Private Corner in 2020 to close the gap between institutional-grade private assets and the wealth management ecosystem, creating a fully integrated digital platform that streamlines distribution, subscription, monitoring, and reporting for wealth managers and their clients.
Inside Evergreens with Hamza Azeem, Hamilton Lane
Q: What are the main risk management considerations unique to Evergreen funds?
Key risks include misjudging deal flow, overreliance on a single strategy, currency and share-class hedging, and ensuring valuation methodologies stay current with frequent dealing and investor inflows/outflows.
Inside Evergreens with Hamza Azeem, Hamilton Lane
Q: How does Hamilton Lane approach portfolio construction differently in Evergreens compared to closed-end funds?
They co-invest directly rather than making primary commitments to funds, use secondary opportunities for liquidity and diversification, and tailor a multi-asset menu to investor needs with a strong focus on liquidity management.

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Frequently Asked Questions About The Clockwork CIO

What is The Clockwork CIO about and what kind of topics does it cover?

This show consistently explores leadership and strategy within global finance, with a strong emphasis on private markets, evergreen structures, and innovative platforms that broaden access for wealth holders and advisers. Episodes dissect how private assets can fit into diversified portfolios, the mechanics of evergreen funds, semi-liquid vehicles, and the technology-enabled approaches that help wealth managers scale and educate clients. A common through-line is how transparency, governance, and education empower advisors to navigate liquidity, diligence, and risk in private markets while expanding access to a broader client base. Noteworthy angles include practical insights for structuring portfolios, the evolving role of robo-advisors and... more

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These podcasts share a similar audience with The Clockwork CIO:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Bloomberg Daybreak: Europe Edition

How many episodes of The Clockwork CIO are there?

The Clockwork CIO launched 3 years ago and published 46 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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What guests have appeared on The Clockwork CIO?

Recent guests on The Clockwork CIO include:

1. Brendan McCurdy
2. Mitch Caplan
3. Luc Maruenda
4. Olivier Dauman
5. Greta Teot
6. Thomas Renaudin
7. Joshua Helfat
8. Hamza Azeem

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