Episode 77
E77: Justin Pollack on PineBridge’s ($168 Billion AUM) Investment Thesis
How I Invest with David Weisburd
July 16, 202434m 11s
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Justin Pollack, Managing Director at PineBridge Investments, sits down with David Weisburd to discuss PineBridge’s investment thesis. They also breakdown the secondary markets, discuss the structural differences between private equity & public market investing, and ways to analyze spinouts.
(1:12) Introduction of Justin Pollack and PineBridge Investments
(1:55) Evolution and growth of the private equity market
(4:39) Secondary market dynamics
(12:02) Differentiating strategies in secondary investing
(15:33) Emphasis on downside protection in secondary markets
(19:12) Fund of funds and emerging manager strategies
(22:29) Adapting private equity strategies to fund growth
(26:18) PineBridge's approach to venture capital
(27:26) Evaluating spinouts
(30:31) Identifying traits of top-performing fund managers
(34:05) Closing remarks