President Trump's new executive order directs the Department of Labor and SEC to make it easier for retirement plans to include private equity, credit, and real estate funds. Translation: a potential $12 trillion capital pool is about to be opened up. But opportunity cuts both ways: For PE firms → [...]
If the name Karen Read sounds familiar, it’s because the first trial was the focus of a hugely popular Netflix miniseries that I have to admit to binging. Compelling TV doesn’t usually guarantee compelling evidence, proving up that sometimes the truth can get in the way of a good story. [...]
Attending the Royal Edinburgh Military Tattoo last week was one of those experiences that sticks with you. The setting—Edinburgh Castle at night—was dramatic. The music—bagpipes, drums, military precision—was powerful. Puts a lump in your throat. But what really hit me was the discipline and consistency behind it all. This event [...]
The recently published Dead Deal Report by Axial breaks down why so many LOIs fall apart—and one reason hits close to home: inadequate due diligence backgrounds. We see this all the time. Red flags missed early end up tanking deals late in the process. It’s costly, frustrating, and avoidable. Background [...]
Last Friday, I hit up an EO event in Calabasas with Brian Smith, the founder of UGG. I expected a good talk… but got a great one wrapped in sheepskin. Fun fact: UGG made more in its first five years than Nike did in its first five. (Take that, swoosh.) [...]




