Chapman University College of Business with Henrik Cronqvist
Release Date: 10/25/2023
Rimrock Capital Management with CEO Paul Westhead
Counting Capital
On this episode of Counting Capital, we speak with Paul Westhead, CEO of Rimrock Capital Management, about his firm's approach to multi-sector fixed income investing. We explore how Rimrock utilizes a customized ratings-agnostic philosophy emphasizing capital preservation through a disciplined risk-reward analysis. We also examine Paul's background as the son of legendary basketball coach Paul Westhead, his career journey through PIMCO and Oaktree and his commitment to building a collaborative "one rope team" culture at his employee-owned firm. Thank you for joining us on this episode of the...
info_outline
Sri-Kumar Global Strategies with Dr. Komal Sri-Kumar
Counting Capital
On this episode of Counting Capital, we are joined by special guest Dr. Komal Sri-Kumar of Sri-Kumar Global Strategies. We explore why Dr. Sri-Kumar is critical of the Federal Reserve’s dual mandate and its politically influenced rate decisions and discuss his investment outlook relating to cautious asset allocation, favoring alternatives and real estate while warning of risks in AI and inequitable fiscal policy. The conversation culminates with practical guidance for both investors and young professionals: maintain objectivity, pursue specialization, and adjust strategies flexibly in...
info_outline
Democratization of Alternatives with Trevor Schuesler
Counting Capital
On this episode of Counting Capital, we are joined by Trevor Schuesler, Executive Vice President at Buchanan Street Partners. We explore the democratization of alternative investments and how alternative assets like real estate, private credit, and private equity have become accessible to a broader range of investors beyond just large institutions. We discuss how modern portfolio construction has evolved from the traditional 60/40 stock-bond allocation to include alternatives, in the search for better risk-adjusted returns. We examine key considerations for alternative investment selection,...
info_outline
CBRE Chief Strategist Spencer Levy
Counting Capital
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Spencer Levy, Chief Strategist and Economic Advisor at CBRE, for a wide-ranging discussion on the shifting real estate landscape. Levy explains that the market has moved back to the future from a financialized, cap rate–driven era to an operator’s market where value creation hinges on active, experience-focused asset management across both traditional and alternative property types. He shares his investment outlook, favoring supply-constrained disfavored markets, live-work-play submarkets,...
info_outline
Newport Beach Mayor Joe Stapleton
Counting Capital
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Newport Beach Mayor Joe Stapleton, who shares how his passion for leadership and community service was shaped by his upbringing, mentors, and a life-changing experience at the Boston Marathon. Together, they explore Stapleton’s journey from financial advisor to civic leader, the economic drivers and budget of Newport Beach, and his vision for building a lasting legacy through responsible governance and community engagement. Thank you for joining us on this episode of the Counting Capital...
info_outline
Camber Creek with Jeffrey Berman
Counting Capital
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Jeff Berman, General Partner at Camber Creek, to discuss the intersection of real estate, venture capital and technology. Our guest Jeffrey Berman shares insights on how Camber Creek leverages technology to drive efficiency and value in real estate assets. The conversation also delves into Camber Creek's investment strategy, emphasizing a disciplined approach to selecting companies that not only benefit their real estate partners but also have the potential to deliver strong venture returns....
info_outline
Self-Storage with Westport President Charles Byerly and Feerooz Yacoobi
Counting Capital
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Charles Byerly, President and CEO of Westport Properties, and Feerooz Yacoobi, Senior Vice President of Buchanan’s self-storage business. Together, they explore the evolution of self-storage as an institutional-grade asset class, its user base, and the industry's outlook for 2025. The conversation examines elements such as the correlation between self-storage demand and housing market dynamics, investment appeal, and the current competitive leasing environment. Thank you for joining us on...
info_outline
Capital Markets with Tim Ballard
Counting Capital
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Co-Founder, President and CEO Timothy Ballard. Together, they review the evolution of the real estate investment industry over the past 35 years and explore how the real estate market has transformed from a "wild, wild West" with limited institutional capital to a sophisticated, data-driven sector. The conversation highlights Buchanan Street Partners' entrepreneurial approach, their shift towards high net worth and family office investors, and their perspective on real estate investment...
info_outline
Canterbury Consulting with Chairman Bob Cluck
Counting Capital
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Bob Cluck, Chairman of Canterbury Consulting. They discuss his extensive experience in the investment consulting industry, including the journey from Kidder Peabody to founding Canterbury Consulting in 1988, where he now oversees approximately $40 billion in assets under management. The conversation also highlights the differences between managing investments for endowments and foundations versus high-net-worth individuals, emphasizing the unique objectives and challenges each client type...
info_outline
Mynd with Doug Brien
Counting Capital
On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Doug Brien, Co-Founder and CEO of Mynd. Together, they explore the myriad lessons learned from Doug’s NFL career as a Super Bowl–winning place kicker and how they are applicable in an entrepreneurial context. They also examine the evolution of the single family rental real estate business model, the disruptive nature of technology, and cultivating a winning corporate culture. Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about...
info_outlineOn this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Henrik Cronqvist, Dean of the Argyros College of Business and Economics at Chapman University. Together they examine the disruption currently taking place in the world of academia, the challenges of building a world class school of business, and the layers of fulfillment offered by an academic career.
Thank you for joining us on this episode of the Counting Capital Podcast.
To learn more about Buchanan Street Partners, please visit our website at:
https://www.buchananstreet.com/
Buchanan Street Partners: Capital You Can Count On.
For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.