The Distribution by Juniper Square

The Distribution by Juniper Square sits you down with industry experts, thought leaders, and some of the biggest names in commercial real estate, venture capital, and private equity, for open and honest conversations about what’s happening in the private markets.

The Distribution by Juniper Square is a business podcast hosted by Juniper Square, with 142 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Juniper Square hosts The Distribution by Juniper Square, a business show with 142 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Distribution by Juniper Square

  Still Early Innings: The Convergence of Asset Management and Private Wealth - Bill McMorrow - CEO of Kennedy Wilson

  Aug 18, 202658 min

  Brandon Sedloff and Bill McMorrow trace the evolution of Kennedy Wilson from a $57,000 real estate auction company in 1988 to a global investment firm managing nearly $38 billion in assets. McMorrow shares how a series of pivotal relationships, from early banking mentors to partnerships with George Graziadio and Fairfax Financial's Prem Watsa, shaped the firm's trajectory across four decades of real estate cycles. The conversation on The Distribution reveals how McMorrow identified opportunities in Japan during the 1990s, Ireland and the UK following the Great Recession, and multifamily housing markets when regional banks retreated in 2023. They discuss: - Why McMorrow focuses exclusively on housing across the US, Ireland, and the UK after owning every asset type - How a half-hour conversation at a Berkshire Hathaway meeting led to $20 billion in joint ventures over sixteen years - The discipline of saying yes to start the journey, even when the path forward isn't clear - Why narrowing focus and tuning out noise matters more than ever in today's information-saturated environment - What McMorrow learned from working on commercial fishing boats, in a slaughterhouse, and growing up in a family of nine kids This episode offers insight for investors navigating uncertainty, building long-term institutional relationships, and recognizing contrarian opportunities when markets feel murky. Topics: (00:00:00) - Intro (00:02:43) - Bill McMorrow's early life and formative years (00:05:31) - Banking career and move to Philadelphia (00:08:43) - Acquiring Kennedy Wilson in 1988 (00:10:51) - Expanding to Japan in the 1990s (00:12:14) - The Great Recession and meeting Prem Watsa (00:15:06) - Kennedy Wilson's culture and growth to $38 billion (00:16:36) - Growing up in a family of nine (00:22:25) - Building relationships with foreign investors (00:24:25) - The Ireland opportunity and Bank of Ireland deal (00:30:55) - Kennedy Wilson's business model today (00:31:24) - Focus on housing and recent acquisitions (00:39:11) - Staying focused and tuning out the noise (00:44:22) - The importance of starting the journey (00:45:39) - Taking chances and betting against the crowd (00:47:45) - Looking ahead: opportunities and strategy (00:54:34) - Closing thoughts Links: Kennedy Wilson - https://www.kennedywilson.com/ Juniper Square - ⁠⁠https://www.junipersquare.com/⁠⁠ Brandon on LinkedIn - ⁠⁠https://www.linkedin.com/in/brandonsedloff/⁠

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  The Distribution by Juniper Square

  Geopolitics Over Asset Allocation: Why the Next 40 Years Demand a New Portfolio Playbook - John Bowman - CEO of CAIA Association

  Aug 11, 20261h 1m

  Brandon Sedloff and John Bowman explore the future of private markets through the lens of CAIA Association's recent research report, "The World Rewired." Bowman, CEO of CAIA Association, shares insights from eight global roundtables with over 120 C-suite executives across major financial centers. The conversation examines how geopolitical shifts, evolving product structures, and talent needs are reshaping portfolio construction and investment strategy. Bowman argues that the post-World War II regime of low rates, stable globalization, and minimal inflation has ended—requiring allocators to fundamentally rethink how they build portfolios. They discuss: - Why geopolitics may replace asset allocation as the primary framework for portfolio construction - How tokenization could solve liquidity challenges better than traditional gate structures - The shift from hiring job-ready specialists to recruiting systems thinkers with interdisciplinary judgment - Why the Gulf region has become a serious contender as the capital of private capital This episode offers a strategic roadmap for institutional investors, asset managers, and private markets professionals navigating a regime change in global markets. Topics: (00:00:00) - Intro (00:01:28) - Introducing John Bowman and CAIA (00:02:59) - Early career and path to finance (00:07:58) - Transition from asset management to CFA Institute (00:11:49) - Journey through CFA Institute (00:17:00) - Leading CAIA and building community (00:29:11) - The World Rewired research report (00:34:25) - Product innovation and the retail push (00:44:06) - Geopolitics as portfolio framework (00:49:01) - Middle East sovereign wealth dynamics (00:52:19) - Talent and systems thinking (00:56:47) - Where to learn more Speaker Profiles:   Brandon Sedloff     LinkedIn — https://www.linkedin.com/in/bsedloff/     Website — https://brandonsedloff.substack.com/   John Bowman     LinkedIn — https://www.linkedin.com/in/johnlbowmancfa/ Organizations:   CAIA Association — https://caia.org/   Juniper Square - https://www.junipersquare.com/

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  The Distribution by Juniper Square

  The Inefficiency Advantage: Why the Best Alpha Lives in Private Markets' Hidden 90% - Raphi Schorr - Deputy Chief Investment Officer and Partner - HighVista Strategies

  Aug 4, 202659 min

  On this episode of The Distribution, Brandon Sedloff and Raphi Schorr explore what makes inefficient markets the last bastion of alpha in private investing. Schorr, Deputy Chief Investment Officer and Partner at HighVista Strategies, explains how his firm deploys $14 billion across overlooked corners of the market, from lower middle market private equity to venture capital, private credit, and public biotech, where large addressable markets, poor information, and limited competition still reward patient capital and deep networks. They discuss: - Why lower middle market private equity operates beneath the radar of most institutional investors - How backing fund one managers in venture capital creates decades of compounding access - Why 50% of the S&P 500 is venture-backed and what that means for where value is created today - The rise of GP-led secondaries in the lower middle market as sponsors seek to hold their crown jewels longer - How pattern recognition built over 20 years helps identify winning managers and companies in fragmented markets This episode offers a clear view into how experienced allocators find alpha in markets most investors never see. Topics: (00:00:00) - Intro (00:01:05) - Meeting Raphi Schorr and HighVista Strategies (00:02:32) - Mathematics and early investing exposure (00:06:40) - From physics to operations research (00:09:27) - Joining HighVista and the shift to private markets (00:12:10) - Building the firm from day one (00:16:28) - What HighVista does today (00:20:18) - Inefficient markets and where alpha lives (00:24:54) - Pattern recognition in lower middle market PE (00:28:00) - Balancing analytics with relationships (00:31:10) - Access and the venture capital power law (00:34:44) - Backing fund one managers (00:42:29) - Creating optionality through early partnerships (00:48:22) - Structural themes for the next 36 months (00:52:41) - What keeps Raphi up at night (00:54:54) - Closing thoughts on talent and opportunity Speaker Profiles:   Brandon Sedloff     LinkedIn — https://www.linkedin.com/in/bsedloff/     Website — https://brandonsedloff.substack.com/   Raphi Schorr     Linkedin - https://www.linkedin.com/in/raphaelschorr/ Companies:   Juniper Square — https://www.junipersquare.com/   HighVista Strategies — https://www.highvistastrategies.com/

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  The Distribution by Juniper Square

  Institutional and Private Wealth as Equals: Nearly $100 Billion Built From Day One - David Weisburd - Co-Founder and Managing Partner - Weisburd Capital

  Jul 28, 202655 min

  Brandon Sedloff and David Weisburd explore the hidden psychology behind venture capital fundraising and LP decision-making on The Distribution. Weisburd, co-founder of Weisburd Pierce and host of How I Invest, shares insights from hundreds of conversations with institutional allocators managing over 10 trillion dollars in assets. The discussion reveals why LP incentives often diverge from traditional performance metrics, how career risk shapes investment behavior, and why media has become a structural advantage in private markets. They discuss: - Why LPs use a "double gated" diligence process that most GPs misunderstand - How the average pension CIO tenure of 6.1 years creates rational but seemingly counterintuitive investment patterns - Why elite Ivy League endowments are shifting away from blind pool funds toward direct investments and SPVs - The mechanics of anchor investor psychology and momentum in fundraising - How media functions as a network effect business and relationship-building tool at scale This episode offers a practical framework for understanding how capital allocation decisions actually get made in venture and private markets. Topics: (00:00:00) - Intro (00:02:32) - David's immigrant journey and first ventures (00:04:16) - Starting the How I Invest podcast (00:05:29) - Growing up poor and the mindset it created (00:08:06) - The stamp of approval from elite institutions (00:11:32) - From Tuck to 10x Capital (00:14:08) - What is a media-driven venture firm (00:17:00) - Why media is a moat in venture capital (00:20:28) - Advice for GPs on podcast guesting (00:23:03) - The psychology of elite listening (00:27:25) - Theory of mind and the LP LLM (00:29:09) - The rational irrationality of LP behavior (00:43:00) - Themes guiding capital allocation (00:49:05) - Advice for GPs and LPs (00:51:41) - Outro Speaker Profiles:   Brandon Sedloff     LinkedIn — https://www.linkedin.com/in/bsedloff/     Website — https://brandonsedloff.substack.com/     Juniper Square - https://www.junipersquare.com/   David Weisburd     LinkedIn — https://www.linkedin.com/in/dweisburd/     Twitter / X — https://x.com/DWeisburd     Weisburd Capital — https://www.weisburdpierce.com/ Podcasts:   How I Invest — https://howiinvestpodcast.com/episodes

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  The Distribution by Juniper Square

  The Platform Architect: Why Decision Architecture and Succession Planning Are Private Markets' Next Competitive Edge - Mike Cordingley - Managing Director @ Ferguson Partners

  Jul 21, 202655 min

  Brandon Sedloff and Mike Cordingley explore what it takes to build durable, scalable private markets firms in an era of constant disruption. Mike leads the strategy, leadership, and advisory group at Ferguson Partners, a talent management and strategic advisory firm that works with about half of the public REITs and many of the largest private equity and real estate platforms. His work takes him inside these organizations as they navigate fundamental shifts in leadership, operating models, and business strategy. The conversation on The Distribution covers how private markets firms have reached an inflection point where the entrepreneurial, founder-led models that drove early growth now face pressure from rising costs, compressed fees, and the need to retain next-generation talent. Mike explains why founders must move beyond an investment thesis to develop a true enterprise strategy, and why the CEO's role is evolving from chief decision-maker to platform architect who distributes decision rights across the organization. They discuss: - Why succession planning has become a business imperative as founder-led firms face generational transitions - How decision architecture creates competitive advantage by pushing decisions closer to where value is created - Why AI represents a people transformation challenge, not just a technology implementation - The concept of zero-based org design and what it means to treat operating models as design choices rather than fixed structures This episode offers practical frameworks for leaders wrestling with how to scale their organizations, develop talent, and prepare for the next phase of growth in private markets. Topics: (00:00:00) - Intro (00:00:33) - Why founders need an enterprise strategy (00:02:20) - Mike's path to management consulting (00:07:17) - The role of consultants in private markets (00:09:29) - Four big trends shaping private markets today (00:13:27) - How we got to this inflection point (00:17:49) - Navigating founder succession and talent retention (00:30:59) - Decision architecture as a competitive advantage (00:38:59) - Operating model as a design choice (00:42:28) - Distributed accountability and data access (00:46:27) - Precision talent matching (00:50:40) - AI as a people transformation, not just efficiency (00:53:17) - Closing Links: Brandon on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Mike on LinkedIn - https://www.linkedin.com/in/mikecordingley/ Ferguson Partners - https://www.fergusonpartners.com/ Juniper Square - https://www.junipersquare.com/

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