E77: Justin Pollack on PineBridge’s ($168 Billion AUM) Investment Thesis

Justin Pollack, Managing Director at PineBridge Investments, sits down with David Weisburd to discuss PineBridge’s investment thesis. They also breakdown the secondary markets, discuss the structural differences between private equity & public market investing, and ways to analyze spinouts.

Speakers

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Justin Pollack

Guest • 89%

David Weisburd

Host • 11%

Chapters

1:12	Introduction of Justin Pollack and PineBridge Investments
1:55	Evolution and growth of the private equity market
4:39	Secondary market dynamics
12:02	Differentiating strategies in secondary investing
15:33	Emphasis on downside protection in secondary markets
19:12	Fund of funds and emerging manager strategies
22:29	Adapting private equity strategies to fund growth
26:18	PineBridge's approach to venture capital
27:26	Evaluating spinouts
30:31	Identifying traits of top-performing fund managers
34:05	Closing remarks

Transcript

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