Links mentioned in this episode: https://www.linkedin.com/in/sequoya-borgman-8a6057a/ https://www.linkedin.com/in/ferdiroberts/ https://www.assetclass.com/ https://www.borgmancapital.com/ https://www.passthehat.com/

This podcast is produced by Des McGouran with social media management by Sam Roberts.

Links mentioned in this episode: https://www.proof.com/ https://www.notarize.com/ https://www.assetclass.com/ https://www.linkedin.com/in/kinsel/ *https://www.linkedin.com/in/ferdiroberts/

This podcast is Produced by Des McGouran Social Media promotion: Sam Roberts

Links mentioned in this episode: James's LinkedIn: https://www.linkedin.com/in/james-mcdowall/ X: x.com/arcanum.capital Website: https://arcanum.capital

Ferdinand's LinkedIn: https://www.linkedin.com/in/ferdiroberts/ Asset Class Website: https://www.assetclass.com/

This podcast is Produced by Des MGouran Social Media Promotion: Sam Roberts

• https://www.assetclass.com/
• https://www.dorhyan.eu/

This podcast is Produced by Des McGouran

Links mentioned in this episode:

• https://www.brehongroup.com/
• https://www.assetclass.com/
• https://www.publiusconnect.com/
• https://www.icanlaw.org/

Producer: Des McGouran

He traces his path from FS Investments to building a family office platform focused on sports, data centers, and private equity, and explains why Momentous is backing sports-anchored districts in high-growth secondary U.S. markets.

We explore why the team itself acts as a catalyst for 365-day districts, how youth academies and community alignment enhance value, and why GP-level exposure matters. Marley also discusses investor access, public-private partnerships, and the long-term vision for democratizing sports-based private markets investing.

Key Topics

Marley’s path from FS Investments to Magnolia Hill Partners Why sports + mixed-use real estate creates “one plus one equals three” value Secondary markets: migration, demographics, and community alignment Focus on established global sports (especially U.S. soccer) and community-anchored leagues The economics of sports districts vs. standalone teams GP-level positions, fund structure, and SPV co-invest Public-private partnerships and impact-driven development The growing role of youth academies and 365-day activation Long-term trends reshaping sports consumption and real-estate districts

What You’ll Learn

• How aligned team + real estate ownership drives outsized returns
• Why secondary markets offer the most compelling sports-district opportunities
• How GP participation changes investor economics and influence
• Ways sports-anchored districts create durable, mixed-use value
• How community engagement and youth programs strengthen investment outcomes
• Where sports-based private markets investing is heading over the next decade

Links mentioned in this episode:

MAGNOLIA HILL PARTNERS: https://magnoliahillpartners.com/ MOMENTOUS SPORTS: https://momentous-sports.com/ ASSET CLASS: https://www.assetclass.com/

LinkedIn: Marley Hughes: https://www.linkedin.com/in/marleyhughes/ LinkedIn: Ferdi Roberts: https://www.linkedin.com/in/ferdiroberts/

Podcast Producers: Des McGouran Sam Roberts

We discuss the concept of 'Owned Media', a concept being pioneered by Anthony and his team, and how progressive companies are adapting to this shift, and adopting platforms like Audience Plus to take ownership of their audience and build stronger, more meaningful connections with them.

Links mentioned in this episode:

• https://audienceplus.com/
• https://www.assetclass.com/
• https://www.linkedin.com/in/akennada/
• https://www.linkedin.com/in/ferdiroberts/

Produced by: Des McGouran Content Review: Isabelle Roberts

• https://www.assetclass.com/
• https://www.ludwigadvisors.com/

This podcast is Produced by Asset Class Show Producer: Des McGouran

We cover early fundraising without a track record, why Brookwood became net sellers before the GFC, how the team stood up Yesway and integrated Allsup’s, and where he sees “essential,” consumer-driven assets outperforming today. Greg also shares his approach to investor relations, culture, and what’s next in impact-oriented work.

Key Topics

Origins of Brookwood and early HNW fundraising post tax-shelter era Opportunistic thesis across asset types and geographies (not sector-bound) A tough early development lesson (Jupiter, FL) and why Brookwood avoided ground-up thereafter Pre-GFC discipline: selling most pre-2005 assets by 2007; sitting out ~22 months before buying again Standing up an operating company: launching Yesway (2015), acquiring Allsup’s (2019), and expanding to ~440 stores across ~9 states Why convenience retail is resilient (merchandising margins, Amazon-proof missions, location) Today’s market: caution on office demand; preference for “essential,” consumer-driven real estate (grocery-anchored, medical, services) and Sun Belt migration dynamics Investor relations philosophy: transparency, quarterly reporting/webinars, frictionless digital onboarding/portal experience Culture that scales: entrepreneurial, operator-led, “work hard, support people” What’s next for Greg: applying private-markets tools to impact themes (sustainability, social/economic justice, child & animal welfare)

What You’ll Learn

How to earn trust and momentum when you don’t yet have a track record Practical signals that said “sell now” pre-GFC and why dry powder matters The operator edge: why having more levers to pull matters more than just owning real estate Why consumer-driven, location-critical uses can be more cycle-resilient Ways to professionalize investor experience without creating friction How an opportunistic firm stays nimble while scaling to billions in AUM

Links mentioned in this episode:

LinkedIn: Greg Papazian: https://www.linkedin.com/in/gregmpapazian/ LinkedIn: Ferdi Roberts: https://www.linkedin.com/in/ferdiroberts/

Podcast Producers: Des McGouran Sam Roberts

• https://nelsonkuiper.com/ *https://www.linkedin.com/in/jacqueline-kuiper-jd-mba-03948716/
• https://www.linkedin.com/in/andrew-m-nelson/
• https://www.assetclass.com/
• https://www.assetclass.com/signals-2023

Produced by Des McGouran

Key Topics:

• Hugh’s career journey from CBRE and Rockspring to Barwood Capital
• Lessons from investing across Europe and navigating the GFC
• Evolution of Barwood from a developer to a capital-raising investment platform
• Barwood’s flagship Growth Funds and multi-let industrial strategies
• Residential platform for high-net-worth investors and democratizing access to private capital
• Challenges of the UK planning system and housing undersupply
• Opportunities in industrial, logistics, and the “fourth industrial revolution”
• Emerging sectors: self-storage, small-scale life sciences, and student housing
• Shifts in tenant demand and ESG-driven occupier requirements
• Fundraising from pensions, family offices, and private investors

What You’ll Learn:

• How UK real estate strategies differ across industrial, residential, and mixed-use
• Why industrial is becoming more distributed and talent/infrastructure-driven
• Lessons on stock selection, portfolio weighting, and sector specialization
• How Barwood Capital balances institutional and private investors
• The importance of accessibility, diversification, and shorter-term funds for HNW investors
• Where UK real estate opportunities may lie over the next 5 years

Links mentioned in this episode:

BARWOOD CAPITAL: https://barwoodcapital.co.uk/ ASSET CLASS: https://www.assetclass.com/

LinkedIn: Hugh Elrington: https://www.linkedin.com/in/hugh-elrington/ LinkedIn: Ferdi Roberts: https://www.linkedin.com/in/ferdiroberts/

Podcast Producers: Des McGouran Sam Roberts

www.AssetClass.com

www.hedgesathawthorne.com

www.bedrin.com

https://www.instagram.com/garretgram/

https://www.linkedin.com/in/garret-bedrin-537460/

https://www.linkedin.com/in/ferdiroberts/

This podcast is brought to you by Asset Class. Producer: Des McGouran

Key Topics:

• Sean’s path from Naval Academy & JD to venture capital
• TTV Capital’s evolution: Fund I to a $250M Fund VI
• Why Atlanta became the global payments hub
• Operating through the 2008-09 crisis: reserves, concentration risk, and learning to “lean into winners”
• Portfolio highlights: Bill.com, Green Dot, Greenlight, Featurespace, and more
• Seed & Series A focus: check sizes, pacing, and pre-seed “placeholders”
• Category creation in fintech: embedded accounting, household finance, vertical SaaS + payments
• AI in fintech: getting the last 20% right, timing adoption, and data access shifts
• Regulation: Volcker Rule fallout, MTLs, CFPB dynamics, EU data/PII hurdles
• Where TTV is bullish/cautious: BNPL infrastructure, stablecoins’ impact on FX, practical Web3 use cases

What You’ll Learn:

• How a fintech-focused VC scaled through multiple market cycles
• The traits of founders who raise well and build enduring businesses
• Why diversification, partner selection, and reserves matter in early-stage portfolios
• How to evaluate AI and vertical SaaS opportunities in financial services
• Practical guidance for fintech founders on readiness, regulation, and being coachable

Links mentioned in this episode:

TTV CAPITAL: https://ttvcapital.com/ ASSET CLASS: https://www.assetclass.com/

LinkedIn: Sean Banks: https://www.linkedin.com/in/sean-banks-93b3471/ LinkedIn: Ferdi Roberts: https://www.linkedin.com/in/ferdiroberts/

Podcast Producers: Des McGouran Sam Roberts

Links mentioned in this episode:

• Paul Welch's LinkedIn: https://www.linkedin.com/in/paul-welch-b63b3816/ https://www.elizabethparkcm.com/ https://www.assetclass.com/
• Ferdi Roberts LinkedIn: https://www.linkedin.com/in/ferdiroberts/

Show Producer: Des McGouran

• Alan’s career journey from PwC to founding Elkstone Partners
• Transitioning from a single-family to a multi-family office
• Elkstone’s investment focus: venture capital, real estate, and wealth management
• Democratizing access to private markets for Irish investors and diaspora
• Supporting Irish entrepreneurs and early-stage companies
• Real estate strategy with a focus on student accommodation and multi-family housing
• Partnerships with global players like Harrison Street
• Legislative change and the role of policy in venture funding
• The Irish diaspora as a strategic capital and network partner
• Vision for Elkstone and Ireland’s private markets over the next 5–7 years

What You’ll Learn:

• How Elkstone Partners grew into Ireland’s leading private markets platform
• The unique challenges and opportunities in Ireland’s venture and housing markets
• Why diversification across asset classes is critical for resilience
• How legislative change can unlock capital for early-stage companies
• Why the Irish diaspora is key to fueling the next wave of investment in Ireland

Links mentioned in this episode:

ELKSTONE: https://www.elkstonepartners.com/ ASSET CLASS: https://www.assetclass.com/

LinkedIn: Alan Merriman: https://www.linkedin.com/in/alan-merriman-3a7b643a/ LinkedIn: Ferdi Roberts: https://www.linkedin.com/in/ferdiroberts/

Podcast Producers: Des McGouran Sam Roberts

Brought to you by the team @ https://www.assetclass.com/

Show Producer: Des McGouran

Expect candid insights into the fundraising environment, the resurgence of fund-of-funds, and why private credit remains one of the hottest corners of private markets.

Key Topics

Michael breaks down JTC Group’s three-pillar service model, investor relations, fund accounting, and audits, and how it helps managers scale with confidence.

Other topics include:

• Why emerging managers should engage fund admins early
• The full investor lifecycle: onboarding, K-1s, distributions, and reporting
• Partnership vs. price: what really matters in fund admin relationships
• Global compliance: AFIM services, AIFMD rules, and European fundraising
• Market outlook: private credit, fund-of-funds, and Opportunity Zone 2.0
• JTC Group’s shared ownership trust and “Cosmos era” of growth
• Personal lessons from youth hockey coaching and founding Coop’s Troop

What You’ll Learn

Listeners will come away with a deeper understanding of:

• How fund administration supports long-term fund success
• The operational challenges emerging managers face and how to solve them
• Why continuity of service and low turnover matter for investors
• How JTC Group’s shared ownership model drives client engagement
• What’s next: fundraising trends, family office collaboration, and global expansion

Links mentioned in this episode:

JTC GROUP: https://www.jtcgroup.com/ ASSET CLASS: https://www.assetclass.com/

LinkedIn: Michael Richards: https://www.linkedin.com/in/michael-richards-jtc/ LinkedIn: Ferdi Roberts: https://www.linkedin.com/in/ferdiroberts/

Podcast Producers: Des McGouran Sam Roberts

• https://www.muusclimate.com/
• https://www.assetclass.com/

• https://damianbrowne.com/
• https://www.assetclass.com/

This podcast is hosted by ZenCast.fm

We explore how Avellinia structures deals, underwrites both assets and originators, and navigates today’s complex fundraising environment.

Expect candid insights into market tailwinds, the risks of complacency, and why tighter credit conditions may actually create better opportunities.

Key Topics Julian breaks down how Avellinia evolved from a €250k seed investment to a fully institutional fund, and why asset-based lending is poised for growth in Europe.

Other topics include: The financing “death valley” for SMEs between local banks and global lenders Innovative deals: camper van rentals, IVF financing, creator royalties, and digital car subscriptions Underwriting the underwriter: how Avellinia evaluates teams, policies, and risk frameworks Covenant-heavy structures as early-warning systems, not enforcement triggers The LP landscape: banks, insurers, fund of funds, family offices, and co-invests vs. commingled funds Market tailwinds: institutional reallocations, ownership-to-usage shift, and emerging niches in asset-backed finance Risks: frothy sectors, complacency in diligence, and geopolitical uncertainty

What You’ll Learn Listeners will come away with a deeper understanding of: How portfolio credit differs from direct lending—and why it matters for investors Practical examples of asset-based lending in Europe’s innovation economy Why illiquidity and complexity premiums drive strong risk-adjusted returns How Avellinia balances control with partnerships in the capital stack What’s next: fundraising in 2025, team growth, and plans to expand into North America by 2026

Links mentioned in this episode:

AVELLINIA CAPITAL : https://avellinia.com/ ASSET CLASS: https://www.assetclass.com/

LinkedIn: Julian Schickel: https://www.linkedin.com/in/jschickel/ LinkedIn: Ferdi Roberts: https://www.linkedin.com/in/ferdiroberts/

Podcast Producers: Des McGouran Sam Roberts

Key Topics

Nick traces the market setup from heavy 2025 deliveries to a sharp drop in starts and why that matters for pricing and absorption. He also breaks down QOZ mechanics, the “retailization” of private markets, and partner diligence for programmatic development. Other topics include:

Build-to-rent economics and when the thesis pencils

Policy & permanence for Opportunity Zones (and gentrification concerns)

Distribution realities: shelf space, diligence, platform connectivity

Market selection: high-growth “eds & meds,” transit, rent vs. own gaps

Advisor use cases: QOZs vs. 1031s for tax alpha and diversification

What You’ll Learn Listeners will come away with a deeper understanding of:

Why today’s collapse in new starts sets up late-’26/’27 tailwinds

How Qualified Opportunity Zones deliver tax deferral + diversification while adding supply

A practical framework for build-to-rent underwriting and partner selection

How RIAs and family offices evaluate product structure, liquidity, and operations in the wealth channel

Co-CEO of Griffin Capital Nick Rosenthal shares his career path and talks Multi-family, QOZ and more in this far-reaching discussion with Asset Class CEO & Founder, Ferdinand Roberts.

Links mentioned in this podcast:

https://www.assetclass.com/

https://www.griffincapital.com/

LinkedIn for Nick Rosenthal https://www.linkedin.com/in/nirosenthal/ LinkedIn for Ferdinand Roberts: https://www.linkedin.com/in/ferdiroberts/ Producers: Sam Roberts, Des McGouran