The Biltmore View
In depth conversations with leading investment managers.
Podcasting since 2020 • 44 episodes
The Biltmore View
Latest Episodes
Episode 44: What is Value These Days and Does it Even Matter? Bill Barton, Founding Partner at Colrain Capital, LLC
My guest today is Bill Barton. Bill is a Founding Partner of Colrain Capital – overseeing all elements of the firm’s portfolio management. Founded in 2001, Colrain specializes in fundamental stock picking. They run one concentrated portfolio of...
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38:34
Episode 43: The Great Liquidity Gap - Secondary Energy Interests -- Greg Reid, President of Real Assets, Senior Portfolio Manager at Westwood Holdings Group, Inc.
My guest today is Greg Reid, President and Senior Portfolio Manager of Real Assets at Westwood Holdings, a publicly held investment firm with over $18b in assets under management. For most of his thirty year career, Greg has led energy infrastr...
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33:33
Episode 42: Credit, Rates, Uncertainty and Opportunity -- Jon Duensing, Senior Managing Director, Head of Fixed Income, US, Director of Multi-Sector Fixed Income, and Portfolio Manager of Amundi US
If there’s any single word to sum up the current investment landscape, it’s got to be “uncertainty.” My guest for this episode of the Biltmore View is perfect for this environment. Jon Duensing is Sr. Managing Director, Portfolio Manager and He...
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39:55
Episode 41: Crypto, Payments, Exchanges and the New Administration -- Warren Fisher, CEO and Founder Manole Capital Management
I’m delighted to kick off 2025 with a conversation with Warren Fisher. We last spoke to Warren during the SVB banking crisis. He’s the founder and CEO at Manole Captial Management, a FinTech focused asset manager. With the election promising to...
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54:24
Episode 40: Bringing Structure to Venture Capital -- Itamar Har-Even, Co-CEO, Managing Partner Ion Pacific
As capital markets shuddered, following the interest rate increases of 2022, the research team at Biltmore geared up to find opportunity. One area that stood out was venture capital. Clearly in a liquidity driven bubble for the prior several ye...
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47:18