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. 

The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co

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X / Twitter:

@PineBridge (PineBridge Investments)

@dweisburd (David Weisburd)

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LinkedIn:

Justin Pollack: https://www.linkedin.com/in/justinpollack

PineBridge Investments: https://www.linkedin.com/company/pinebridge-investments

David Weisburd: https://www.linkedin.com/in/dweisburd/ 

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LINKS: 

PineBridge Investments: https://www.pinebridge.com/en

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NEWSLETTER:

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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com

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TIMESTAMPS:

(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