Alpha Explained https://www.aethon.fund/newsroom en Aethon Fund 2026 Every great investor has a story behind the call that made their name, and usually a few about the ones that didn't work out. On Alpha Explained, George Kailas, founder and CEO of Aethon Fund, gets them to tell both. It's an investing podcast about how top investors actually think: what they saw early, what they almost missed, and what they'd do differently. New episodes on the first Monday of every month. https://megaphone.imgix.net/podcasts/c4e75c00-c27d-11f1-a556-4b2a2af50ac0/image/a3f387adbf6cd6d62d1ea29906cd4ec2.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Alpha Explained https://www.aethon.fund/newsroom no episodic Investors on the thesis, the signals, and the calls they got wrong George Kailas and Aethon Fund Every great investor has a story behind the call that made their name, and usually a few about the ones that didn't work out. On Alpha Explained, George Kailas, founder and CEO of Aethon Fund, gets them to tell both. It's an investing podcast about how top investors actually think: what they saw early, what they almost missed, and what they'd do differently. New episodes on the first Monday of every month. Every great investor has a story behind the call that made their name, and usually a few about the ones that didn't work out. On Alpha Explained, George Kailas, founder and CEO of Aethon Fund, gets them to tell both. It's an investing podcast about how top investors actually think: what they saw early, what they almost missed, and what they'd do differently. New episodes on the first Monday of every month.

]]> Aethon Fund aethon@uplandworkshop.com What Driving a Cab Taught Private Equity Pioneer Les Brun About Investing In the first episode of Alpha Explained, George Kailas, founder and CEO of Aethon Fund, sits down with Les Brun, Chairman and CEO of Sarr Group and Founder of Hamilton Lane. Les traces his path from driving a cab in New York to rising through commercial and investment banking. He also shares the story behind a due diligence memo that eventually became the foundation for Hamilton Lane, a global private markets firm that now oversees more than $1 trillion in assets. He explains why credit is the best place to start an investing career, why even the most advanced AI can’t fix bad data, and what decades in corporate boardrooms have taught him about leadership, values, and getting clear on what you don’t know.   Alpha Explained: for investors, allocators, and anyone curious about how great investment decisions get made.   Watch every episode of Alpha Explained on YouTube and subscribe to our channel here.   Subscribe to the Alpha Explained Newsletter on LinkedIn:   Aethon Fund Website: aethon.fund  LinkedIn: Aethon Fund   George Kailas LinkedIn: Profile  X: Profile   Les Brun LinkedIn: Profile  Les’s newsletter: Real Business   Resources Mentioned: “Etorre’s Wisdom,” memo by Howard Marks The Psychology of Money by Morgan Housel Fooled by Randomness by Nassim Nicholas Taleb Roger Federer’s 2024 Dartmouth commencement address   Produced by The Podglomerate & Upland Workshop.    About Aethon Fund: Aethon is an AI-powered hedge fund built on 20 years of investing discipline. The firm’s proprietary signal libraries, refined through years of live market feedback, are paired with machine-enforced trading rules and a world-class team of AI researchers, quants, and institutional traders. Aethon is headquartered in New York City. For more information, visit www.aethon.fund.   Disclosure: This episode is for informational purposes only and should not be considered investment advice or an offer to buy or sell any security. Guests’ views are their own and do not necessarily reflect those of Aethon Fund. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional before making investment decisions. Mon, 19 Oct 2026 14:00:00 -0000 full George Kailas and Aethon Fund In the first episode of Alpha Explained, George Kailas, founder and CEO of Aethon Fund, sits down with Les Brun, Chairman and CEO of Sarr Group and Founder of Hamilton Lane. Les traces his path from driving a cab in New York to rising through commercial and investment banking. He also shares the story behind a due diligence memo that eventually became the foundation for Hamilton Lane, a global private markets firm that now oversees more than $1 trillion in assets. He explains why credit is the best place to start an investing career, why even the most advanced AI can’t fix bad data, and what decades in corporate boardrooms have taught him about leadership, values, and getting clear on what you don’t know.   Alpha Explained: for investors, allocators, and anyone curious about how great investment decisions get made.   Watch every episode of Alpha Explained on YouTube and subscribe to our channel here.   Subscribe to the Alpha Explained Newsletter on LinkedIn:   Aethon Fund Website: aethon.fund  LinkedIn: Aethon Fund   George Kailas LinkedIn: Profile  X: Profile   Les Brun LinkedIn: Profile  Les’s newsletter: Real Business   Resources Mentioned: “Etorre’s Wisdom,” memo by Howard Marks The Psychology of Money by Morgan Housel Fooled by Randomness by Nassim Nicholas Taleb Roger Federer’s 2024 Dartmouth commencement address   Produced by The Podglomerate & Upland Workshop.    About Aethon Fund: Aethon is an AI-powered hedge fund built on 20 years of investing discipline. The firm’s proprietary signal libraries, refined through years of live market feedback, are paired with machine-enforced trading rules and a world-class team of AI researchers, quants, and institutional traders. Aethon is headquartered in New York City. For more information, visit www.aethon.fund.   Disclosure: This episode is for informational purposes only and should not be considered investment advice or an offer to buy or sell any security. Guests’ views are their own and do not necessarily reflect those of Aethon Fund. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional before making investment decisions. In the first episode of Alpha Explained, George Kailas, founder and CEO of Aethon Fund, sits down with Les Brun, Chairman and CEO of Sarr Group and Founder of Hamilton Lane. Les traces his path from driving a cab in New York to rising through commercial and investment banking. He also shares the story behind a due diligence memo that eventually became the foundation for Hamilton Lane, a global private markets firm that now oversees more than $1 trillion in assets. He explains why credit is the best place to start an investing career, why even the most advanced AI can’t fix bad data, and what decades in corporate boardrooms have taught him about leadership, values, and getting clear on what you don’t know.

 

Alpha Explained: for investors, allocators, and anyone curious about how great investment decisions get made.

 

Watch every episode of Alpha Explained on YouTube and subscribe to our channel here.

 

Subscribe to the Alpha Explained Newsletter on LinkedIn:

 

Aethon Fund

Website: aethon.fund 

LinkedIn: Aethon Fund

 

George Kailas

LinkedIn: Profile 

X: Profile

 

Les Brun

LinkedIn: Profile 

Les’s newsletter: Real Business

 

Resources Mentioned:

 

Produced by The Podglomerate & Upland Workshop. 

 

About Aethon Fund:

Aethon is an AI-powered hedge fund built on 20 years of investing discipline. The firm’s proprietary signal libraries, refined through years of live market feedback, are paired with machine-enforced trading rules and a world-class team of AI researchers, quants, and institutional traders. Aethon is headquartered in New York City. For more information, visit www.aethon.fund.

 

Disclosure: This episode is for informational purposes only and should not be considered investment advice or an offer to buy or sell any security. Guests’ views are their own and do not necessarily reflect those of Aethon Fund. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional before making investment decisions.


]]> 3550 Introducing Alpha Explained https://www.aethon.fund/newsroom Hosted by George Kailas, founder and CEO of Aethon Fund, Alpha Explained is a new podcast about how top investors build a thesis, weigh risk, and decide when to act. This season: how you underwrite a fusion company, what makes a sports asset timeless, and when AI is ready to replace a human investment decision. The first episode drops Monday, October 19, with new episodes publishing on the first Monday of every month. Tue, 13 Oct 2026 10:00:00 -0000 Introducing Alpha Explained trailer George Kailas and Aethon Fund The investment calls that made their careers, and the ones they got wrong Hosted by George Kailas, founder and CEO of Aethon Fund, Alpha Explained is a new podcast about how top investors build a thesis, weigh risk, and decide when to act. This season: how you underwrite a fusion company, what makes a sports asset timeless, and when AI is ready to replace a human investment decision. The first episode drops Monday, October 19, with new episodes publishing on the first Monday of every month. Hosted by George Kailas, founder and CEO of Aethon Fund, Alpha Explained is a new podcast about how top investors build a thesis, weigh risk, and decide when to act. This season: how you underwrite a fusion company, what makes a sports asset timeless, and when AI is ready to replace a human investment decision. The first episode drops Monday, October 19, with new episodes publishing on the first Monday of every month.

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