Leaders with Joseph Cass

Tikehau Co-Founder Mathieu Chabran joins Joe Cass to talk fighting Wall Street giants in his 20's, remortgaging his house to save the business, a surprising change in European finance - and his playbook for leading a $60 billion empire.   00:00 Betting everything on Tikehau 03:29 The Pope in Paris story 04:48 Mathieu taking a second mortgage to save the business 07:34 Inspired by the success of Blackstone 09:53 Is Europe in decline? 12:28 The personal cost of building Tikehau 14:41 Michael Milken & famous Drexal alumni 17:14 The surprising change in European finance 22:29 Is Mathieu worried about private credit? 28:23 Number 1 investment priority 29:56 How much of investing is gut feeling? 32:07 Tikehau in 2046   Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

Brookfield Asset Management CEO Connor Teskey joins Joe Cass to talk about becoming the youngest CEO in the firms history, a letter that changed his life forever, the role of gut feeling in investing - and his playbook for leading a $1 Trillion empire.   00:00 Becoming CEO at 38-years-old 02:17 The letter that changed Connor's life 05:07 Connor telling his wife he got the job 08:00 How much of investing is gut feeling? 09:34 Being the youngest CEO in the room 13:32 The biggest misconceptions about AI 17:50 Are we building too fast in AI 21:00 Will AI create mass wealth or mass unemployment? 23:18 The role of credit ratings in private markets 26:14 Brookfield in 2036 Follow   Joe on Linkedin: https://www.linkedin.com/in/josephcass/

Churchill Asset Management's Ken Kencel joins Joe Cass to talk about the culture and legacy of his old firm Drexel Burnham Lambert, presenting to Michael Milken, starting multiple successful financial businesses and his secret to building strategic, long-term relationships.   00:00 Drexel Burnham Lambert in the 1980's 05:41 The culture and legacy of Drexel 08:23 Presenting to Michael Milken 09:48 Starting Churchill before the financial crisis 13:22 Selling to The Carlyle Group 16:32 Calling up David Rubenstein 18:26 Building a $100Bn AUM business from scratch 28:01 Ken's childhood and being raised by his Uncle 35:57 Ken's secret to building strategic, long-term relationships   Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

BlackRock's Global Chief Investment Strategist Wei Li joins Joe Cass to talk about whether the AI boom is a bubble, why she thinks we're still in the early build-out phase, and how a wider-than-ever range of outcomes is reshaping portfolios.   00:00 Is there an AI bubble? 05:08 Day in the life of Wei Li 06:14 How to stand out in an AI world 08:08 Blackrock's internal AI platforms 10:02 Wei's most important datapoint 11:18 Wei's contrarian investment belief 12:31 What is it really like working at Blackrock? 13:37 Inside Blackrock's Investment Committee 14:45 Biggest misconceptions about Blackrock 18:29 Public to Private Markets power shift 21:14 How Wei communicates 23:28 The importance of an S&P rating 24:40 How to be disciplined in a whipsaw market? 26:38 The rise (and fall?) or US market dominance 28:55 Wei's advice to young professionals   Follow Joe on Linkedin: https://www.linkedin.com/in/josephcass/

In this episode, Joseph speaks with Mark Haefele, Chief Investment Officer at UBS, about what truly separates lasting wealth from wealth that gets eroded, across investing, family dynamics, and generational planning. They explore why inheritance planning can be the hardest financial puzzle wealthy families face, how billionaires think about keeping families aligned, and what happens when emotions, identity, and "behavioral noise" run the portfolio instead of a clear plan. Chapters: 0:00 The biggest mistake wealthy investors make 1:37 What are the world's wealthiest people most worried about right now? 2:44 Personal habits of billionaire families 4:24 What asset class are wealthy families increasing exposure to? 5:03 The 'Godfather' approach to inheritance 7:21 Succession TV show in real life 9:08 Why do some families retain wealth, and others lose it all? 10:28 The billionaire asset allocation template 12:06 What long term risk are markets underpricing? 13:11 An unstable decade for investors 14:08 UHNWI's view of private markets 16:40 Investing sophistication of UHNWI's 18:10 UHNWI appetite for private credit 19:15 Preferred asset classes of the wealthiest people in the world 20:12 The importance of credit ratings 21:09 Has working with billionaires changed Mark? 22:15 Mark's #1 tip for young people to build wealth today