the declarations. podcast with Host Todd S. Rich Podcast Por Declaration Partners arte de portada

the declarations. podcast with Host Todd S. Rich

the declarations. podcast with Host Todd S. Rich

De: Declaration Partners
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Foundational Principles and Aspirational Insights from Thought Leaders in Investing

https://www.declarationpartners.com/podcast

© 2025 Declaration Partners
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Episodios
  • Fred Klein, Senior Counsel at DLA Piper and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners
    Jul 17 2025

    In this episode of declarations., Host Todd S. Rich sits down with Fred Klein for a deeply personal and wide-ranging conversation about law, legacy, and leadership. Fred reflects on a distinguished legal career shaped by meaningful mentorship, rigorous standards, and his enduring commitment to human connection. From his early influences at Mercersburg Academy to his pivotal role in Washington D.C.'s real estate legal landscape, Fred shares stories that illuminate how relationships, empathy, and trust have defined his approach to law and life. The episode also explores Fred’s reflections on artificial intelligence, his passion for teaching, and the values that guide his ongoing work in philanthropy and education.

    They discuss:

    • Why Fred’s guiding principle is to make all human interactions meaningful
    • His formative experiences at Mercersburg Academy and how they shaped his identity
    • The unlikely moment that launched his real estate law career
    • How he builds enduring client relationships across private equity, family offices, and public companies
    • Why AI and data transparency are opportunities—not threats—to the legal industry
    • His belief that reputation, handwritten notes, and generosity still matter in a tech-driven world
    • How he’s approaching his “non-retirement” through teaching, board work, and community service

    A thoughtful listen for anyone interested in leadership, mentorship, and the human side of high-stakes law and investing.

    Links:

    Declaration Partners - https://www.declarationpartners.com/podcast

    Be a Work in Progress: And Other Things I'd Like to Tell My Younger Self by John Cena: https://a.co/d/hgvUqkd

    From Strength to Strength: Finding Success, Happiness, and Deep Purpose in the Second Half of Life by Arthur C. Brooks: https://a.co/d/dDKWZAF

    The Happiness Advantage: How a Positive Brain Fuels Success in Work and Life by Shawn Achor: https://a.co/d/5RK6q61

    (00:00:00) - Intro
    (00:02:26) - Fred's declaration: Making human interactions meaningful
    (00:05:49) - Fred's early life and education
    (00:08:51) - Journey into law and real estate
    (00:17:49) - Partnerships and career growth
    (00:21:12) - Diverse clientele and tailored advice
    (00:23:31) - Investor expectations and risk management
    (00:25:38) - Adapting to real estate market changes
    (00:26:14) - The role of artificial intelligence in real estate
    (00:29:31) - The importance of relationships in business
    (00:32:32) - Expressing gratitude and personal growth
    (00:37:22) - Philanthropy and future plans
    (00:41:40) - Books and advice for personal development
    (00:45:09) - Closing remarks and disclaimers

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    48 m
  • Daniel Mueller & Les Baquiran - Co-Founders of Alpine Capital Advisors
    Jun 11 2025

    In this episode of Declarations, host Todd Rich sits down with Dan Mueller and Les Baquiran, co-founders of Alpine Capital Advisors, to explore their unique paths from immigrant family upbringings to building a global placement and advisory firm. Dan and Les share how personal values like humility, resourcefulness, and long-term thinking have shaped Alpine’s cross-border business model. The conversation dives deep into the nuances of fundraising across geographies, the shifting behaviors of institutional and family office investors, and how Alpine distinguishes itself by building ecosystems of trust, intelligence, and connectivity—not just transactions. From the early days in Chile and New York to current insights on global capital flows, Dan and Les provide a thoughtful look at investing in today’s complex landscape.

    They discuss:

    • How their immigrant roots and early career experiences influenced Alpine’s scrappy, globally-minded DNA
    • Why Latin American investors are increasingly allocating capital to developed markets, especially in the U.S.
    • The shift from transactional capital raising to long-term ecosystem building through dynamic intelligence and trusted networks
    • What’s changing for allocators globally—including signs of renewed interest in Asia, Europe, and non-traditional strategies
    • Advice for managers on navigating long fundraising cycles and earning trust in a crowded, competitive market

    This is an insightful episode for anyone navigating the evolving intersection of global capital, private markets, and long-term relationship building.


    Links:

    Alpine Capital Advisors - https://alpineca.com/

    Dan Mueller on LinkedIn - https://www.linkedin.com/in/damueller1/

    Les Baquiran on LinkedIn - https://www.linkedin.com/in/les-baquiran-0442373/

    Declaration Partners - https://www.declarationpartners.com/

    Shoe Dog by Phil Knight - https://a.co/d/3Qhxrq5

    Outliers by Malcolm Gladwell - https://a.co/d/6ME3K4J

    Topics:

    (00:00:00) - Intro
    (00:02:04) - Foundations and mission of Alpine Capital Advisors
    (00:03:16) - Personal declarations and backgrounds
    (00:03:45) - Immigrant experiences and early influences
    (00:07:23) - Career beginnings and financial crises
    (00:09:34) - Journey into investment and finance
    (00:15:55) - Founding Alpine Capital Advisors
    (00:17:37) - Navigating Latin American markets
    (00:20:03) - Building trust and unique ecosystems
    (00:26:41) - Challenges and strategies in fundraising
    (00:29:43) - Navigating the new investment landscape
    (00:30:45) - Global evolution of investment trends
    (00:32:56) - Shifting investor sentiments in Asia and Europe
    (00:34:54) - Family offices vs. institutional investors
    (00:37:14) - Current investment strategies and market shifts
    (00:46:49) - Challenges and advice for new managers
    (00:50:44) - Extracurricular activities and personal insights
    (00:53:48) - Closing thoughts and reflections

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    1 h
  • Michael Glosserman, Member of the Declaration RE Advisory Board and Trustee at JBG Smith
    May 14 2025

    In this episode of the declarations. podcast, Host Todd S. Rich welcomes Michael Glosserman, longtime real estate executive, member of Declaration's Real Estate Advisory Board and Trustee of JBG Smith, for a wide-ranging conversation about career evolution, institutional alignment, and the long-term view required to build something enduring.

    From growing up in a small Texas town to co-leading one of the most prominent real estate firms in Washington, DC, Michael shares pivotal lessons from his 28 years at JBG, his early influences at The Rouse Company, and the many market cycles he’s weathered across five decades in real estate. He reflects on how capital structures, team development, and investor relationships shaped JBG’s growth—from individual deal-making to discretionary funds, and eventually to the public markets through JBG Smith.

    They also discuss:

    • The impact of long-term partnerships and alignment with investors
    • How JBG navigated downturns, scaled its team, and transitioned to a public REIT
    • The firm’s role in urban development
    • Lessons from working closely with top-tier institutional capital
    • Thoughts on the current challenges facing the DC market
    • Why investing in high-growth, business-friendly markets may hold more opportunity today
    • His personal philosophy on family, giving back, and living in the moment

    This episode offers hard-won insight from a leader who helped shape a major firm and now brings the clarity of hindsight to what it means to grow thoughtfully, lead with humility, and stay present through it all.


    Links:

    Todd S. Rich on LinkedIn - https://www.linkedin.com/in/todd-s-rich-6a091333/

    Declaration Partners LP - https://www.declarationpartners.com/

    Too Soon Old, Too Late Smart: https://a.co/d/awax8tS


    Topics:

    (00:00:00) - Intro

    (00:01:24) - Introducing Michael Glosserman

    (00:04:18) - Michael's Early Life in Lockhart, Texas

    (00:09:02) - From Texas to Wharton: Michael's Educational Journey

    (00:13:08) - Michael’s early career

    (00:20:21) - Joining JBG

    (00:27:28) - Securing Yale as an Investor

    (00:28:46) - Lessons from Yale's Investment Approach

    (00:31:25) - JBG's Growth and Transition to Public Company

    (00:32:31) - Navigating the 2008 Financial Crisis

    (00:34:50) - Challenges and Strategies in Real Estate Investment

    (00:40:07) - Reflections on Washington DC's Real Estate Market

    (00:50:13) - Family and Philanthropy

    (00:53:40) - Closing Thoughts and Advice

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    59 m
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