The Capital Stack Podcast Por Thomas Carter arte de portada

The Capital Stack

The Capital Stack

De: Thomas Carter
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The Capital Stack is a daily briefing for anyone raising or allocating private capital — fund managers, family offices, institutional investors, and trusted advisors navigating the full investor landscape. Each episode delivers a single actionable insight about how capital actually moves: how pensions and endowments make decisions, what insurance companies really want, how sovereign wealth funds operate, why family offices optimize for control over returns, and how retail capital is reshaping private markets. Deep dives on institutional investors, life insurance companies, sovereign wealth funds, venture capital, private equity, fund-of-funds, retail wealth channels, and family offices. No interviews, no sponsor reads — just patterns, behaviors, and structural truths that help you raise smarter. 3–5 minutes. No filler. No hype.© 2026 Thomas Carter Economía Finanzas Personales Gestión y Liderazgo Liderazgo
Episodios
  • Why Dry Powder Is a Weapon, Not a Waste

    Why Dry Powder Is a Weapon, Not a Waste
    Mar 4 2026
    Institutional investors feel pressure to stay fully invested. Family offices face no such pressure — they answer to themselves across generations. This episode explains why dry powder is a strategic weapon, not a drag on returns.

    Learn why optionality emerges during dislocations, how families with cash become the only buyers when markets seize, and why a 20% cash position might dramatically outperform through full market cycles.

    Key topics: family office investing, dry powder, cash management, optionality, market dislocations, distress investing, capital allocation, portfolio construction, long-term investing, wealth preservation, opportunistic capital

    The Capital Stack — insights from inside the allocation room.
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    2 m
  • The Relationship Bet: Why First Deals Are Auditions

    The Relationship Bet: Why First Deals Are Auditions
    Mar 3 2026
    Institutional investors evaluate each fund on standalone merits. Family offices think differently — they're evaluating whether you're someone they want to back repeatedly for decades. This episode reveals why first deals are auditions.

    Discover why families watch how you communicate and handle problems, how relationships compound through referrals and increased commitments, and why your reputation travels through family networks faster than your returns.

    Key topics: family office investing, relationship building, long-term partnerships, reputation, trust, capital allocation, LP relationships, referral networks, emerging managers, communication, partnership

    The Capital Stack — insights from inside the allocation room.
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    2 m
  • Why Governance Is a Leading Indicator

    Why Governance Is a Leading Indicator
    Mar 2 2026
    Most investors prioritize financial metrics. Family offices reverse this — they've learned that governance problems precede financial problems, often by years. This episode explains why governance is a leading indicator.

    Discover why well-governed entities adapt under pressure while poorly governed ones fracture, what governance diligence looks like in practice, and how to lead with governance in your pitch to sophisticated families.

    Key topics: family office investing, governance, board structure, decision rights, conflict resolution, due diligence, capital allocation, succession planning, incentive alignment, organizational health

    The Capital Stack — insights from inside the allocation room.
    Más Menos
    2 m
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