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The Distribution by Juniper Square

The Distribution by Juniper Square

De : Juniper Square
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 The Distribution by Juniper Square sits you down with industry experts, thought leaders, and some of the biggest names in commercial real estate, venture capital, and private equity, for open and honest conversations about what’s happening in the private markets.Copyright 2025 Economie Finances privées
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    Épisodes
    • From 60/40 to Alternatives: How Wealth Portfolios Are Being Rebuilt - Phil Huber - Managing Director and Head of Portfolio Solutions at Cliffwater

      From 60/40 to Alternatives: How Wealth Portfolios Are Being Rebuilt - Phil Huber - Managing Director and Head of Portfolio Solutions at Cliffwater
      Jan 23 2026
      In this episode of The Distribution, Brandon Sedloff sits down with Phil Huber to unpack the evolution of private markets and their growing role in private wealth portfolios. Phil shares his path from a family RIA to leading portfolio solutions at Cliffwater, and explains why alternatives are shifting from a niche allocation to a core portfolio decision. The conversation explores how interval funds, multi-manager strategies, and improved liquidity frameworks are reshaping access to private equity and private credit for advisors. Along the way, Phil offers a clear, practical lens on education, structure, and risk management in an increasingly complex alternatives landscape. They discuss: Phil’s career journey from wealth management to asset management and his focus on alternatives Why private markets are becoming an active allocation decision rather than an institutional afterthought How interval funds work, including liquidity mechanics, eligibility, and portfolio fit The role of multi manager and co investment strategies in diversification and fee efficiency What advisors and CIOs look for when evaluating private market products for client portfolios Links: Phil on LinkedIn - https://www.linkedin.com/in/phil-huber/ Cliffwater - https://cliffwater.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:04:32) - Phil Huber's early career and family influence (00:10:52) - Transition to Cliffwater and focus on alternatives (00:12:06) - Understanding private markets and co-investments (00:25:57) - Cliffwater's funds and direct lending strategy (00:28:01) - Cliffwater's view on direct lending (00:30:28) - Challenges of traditional private market investments (00:33:14) - Advantages of interval funds (00:34:32) - Liquidity management in interval funds (00:41:39) - Multi-manager vs. single manager strategies (00:45:09) - Real assets and interval funds (00:48:18) - Daily beta adjustments for private assets (00:50:01) - Educating advisors and clients (00:53:56) - Future trends in private markets (00:56:07) - Conclusion and final thoughts
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      58 min
    • The Leadership Playbook Behind Scaling a National Retail Portfolio - Jahan Moslehi - CEO & Co-Founder - Bridge33 Capital

      The Leadership Playbook Behind Scaling a National Retail Portfolio - Jahan Moslehi - CEO & Co-Founder - Bridge33 Capital
      Jan 20 2026
      In this episode of The Distribution, Brandon Sedloff sits down with Jahan Moslehi to explore the long arc of building a retail real estate platform rooted in relationships, conviction, and operational discipline. Jahan shares his journey from immigrating to the US as a child to founding Bridge33 Capital, detailing how mentorship, trust, and hands-on execution shaped the firm’s growth. The conversation traces Bridge33’s evolution from its very first deal to a national portfolio, while unpacking why retail has proven far more resilient and misunderstood than many investors assume. Along the way, Jahan offers a candid look at scale, tenant relationships, and the realities of operating through multiple market cycles. They discuss: • How Bridge33 Capital was built from a single, highly challenged first deal into a national retail platform • Why retail real estate is fundamentally a relationship-driven business and how scale changes competitive dynamics • Lessons learned from mentorship, early conviction, and making decisions with imperfect information • The operational intensity of retail and why hands-on ownership matters more than financial engineering • Common misconceptions about retail and why select retailers and open-air centers continue to thrive Links: Jahan on LinkedIn - https://www.linkedin.com/in/jahan-moslehi-5ba04017/ Bridge33 Capital - https://www.bridge33capital.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:03:22) - Jahan's early life and immigration story (00:04:44) - Academic journey and career shift (00:06:43) - Entering the real estate sector (00:08:45) - Founding Bridge33 Capital (00:09:37) - Challenges and early successes (00:29:01) - Unexpected success with leasing (00:32:54) - Building Bridge33's portfolio (00:38:13) - Expanding and raising funds (00:46:31) - The importance of relationships in retail (00:52:32) - Future of Bridge33 and retail insights
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      59 min
    • Why Private Wealth is Still Under-Allocated in Private Markets (and What Changes That) - Chris Schelling - Managing Director - Aksia

      Why Private Wealth is Still Under-Allocated in Private Markets (and What Changes That) - Chris Schelling - Managing Director - Aksia
      Jan 13 2026
      In this episode of The Distribution, Brandon Sedloff sits down with Chris Schelling for a deep dive into the evolving intersection of private markets, alternatives, and private wealth. Chris shares his unconventional path into investing, from studying psychology to becoming a longtime allocator and advisor across institutional and wealth channels. The conversation explores how private markets have matured, why education remains a critical gap in the wealth space, and what it really takes to allocate capital effectively in opaque and complex markets. Drawing on decades of experience meeting thousands of managers, Chris offers a clear-eyed perspective on risk, return dispersion, and the structural shifts reshaping private capital. They discuss: How psychology, behavior, and incentives shape decision-making in private markets The growing role of private wealth in alternatives and why institutional playbooks still matter Risks like adverse selection, return dispersion, and misaligned incentives in private investments Interval funds and why they can be effective tools for accessing private markets at scale Chris’s outlook on private equity, private credit, hedge funds, venture, and real assets over the next two years Links: Aksia - https://www.aksia.com/ Chris on LinkedIn - https://www.linkedin.com/in/christopher-schelling/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:03:12) - Chris’ background and career (00:05:33) - The intersection of psychology and finance (00:07:30) - Understanding capital markets and alternatives (00:16:49) - The role of private markets in portfolios (00:31:15) - Understanding interval funds (00:32:36) - Managing risks and liquidity (00:34:01) - Challenges and strategies in fund management (00:35:25) - The importance of education in wealth management (00:37:33) - Adapting to market trends and client needs (00:39:55) - The role of large asset managers (00:43:43) - Private markets and wealth management (00:49:11) - Evaluating general partners (GPs) (00:52:35) - Current trends in alternative investments (01:00:23) - Conclusion and contact information
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      1 h et 3 min
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