by Vyzer
Vyzer Weekly is a recurring live conversation where investors come together to think more clearly about markets, risk, and private investing. Each Thursday we break down what actually mattered in the markets, take a focused deep dive into a key investing principle, and open the floor for real discussion. No hype, no pitches, no predictions, just practical clarity and a smarter way to approach investing. Join these shows live: https://go.vyzer.co/vyzerweeklycalls
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12/5/2025
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June 11, 2026
<p>When a private fund stops answering your emails, what can a limited partner actually do? In this Vyzer Weekly conversation, Litan Yahav sits down with Adam August and Chris Kirkpatrick of Wick Phillips' investment funds group to break down LP rights, GP removal, fraud vs. plain mismanagement, and what really happens once the SEC or FBI gets involved. Chris is a former SEC Enforcement Division attorney who later spent a decade as a hedge fund general counsel, so he's seen these fights from every side.</p><p><br></p><p>Highlights:</p><p>- Why "the government is involved" rarely means you get your money back — investigations run ~14 months while assets disappear</p><p>- The statutory information demand: a low-cost tool where, in many states, the fund pays your attorney's fees if you win</p><p>- The indemnification carve-out sophisticated LPs negotiate so a GP can't use fund money to defend their own bad acts</p><p>- How a deal's state of formation (Wyoming, Montana, Nevada vs. Delaware/Texas) can be a quiet red flag</p><p>- Unregistered securities, missing Form D, and general solicitation can trigger a rescission right — your money back, plus interest</p><p>- What you can and can't safely say about a bad operator on LP forums without inviting a defamation suit</p><p><br></p><p>Guests: Adam August (Partner) and Chris Kirkpatrick (former SEC Enforcement; former hedge fund GC) of Wick Phillips, Dallas.</p><p><br></p><p>Listen on Spotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e</p><p>Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480</p><p>Watch on YouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E</p><p>Subscribe to weekly calls: https://luma.com/vyzerweekly</p>
June 5, 2026
<p>The five-step framework two experienced LPs use to vet any private market deal before a dollar goes in. No guest this week, just Litan Yahav (Co-Founder & CEO of Vyzer) and longtime LP Mike Arndorfer opening up their exact process: sourcing, manager vetting, deal mechanics, risk, and portfolio fit. Then they put it to work on a live, anonymized $18M multifamily teardown. This is the practical version of the six-week program they run, condensed into one conversation.</p><p><br></p><p>Highlights:</p><p><br></p><p>Why most LP losses in privates came from having no framework, not interest rates or bad timing</p><p>The five steps: source the deal, vet the manager, dissect the deal, price the risk, and ask whether it even fits your portfolio</p><p>How to read a manager: track record behind the numbers, financial statements, transparency, and whether you're dealing with the operator or a capital raiser</p><p>The fee trap: why the fees that hurt you live in the PPM and subscription docs, not the pitch deck</p><p>A real deal walkthrough: an $18M multifamily raise on floating-rate bridge debt with a rate cap expiring in 18 months, and why the leverage is the point of failure</p><p>This was the 30,000-foot version. The full framework is a six-week program where Litan and Mike go deep on each step against your own portfolio. Want in on the next cohort? Apply here: https://go.vyzer.co/lab</p><p><br></p><p>Want to see deals that actually pass this kind of vetting? The ones that scored 4+ in our Investment Committee are here: https://dealreport.vyzer.co/top-scoring</p><p><br></p><p>Litan Yahav is Co-Founder & CEO of Vyzer, a wealth platform that tracks over $30B in private assets and powers tools like GP Check (gpcheck.vyzer.co) for background-checking sponsors.</p><p><br></p><p>Listen on Spotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e</p><p>Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480</p><p>Watch on YouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E</p><p>Subscribe to weekly calls: https://luma.com/vyzerweekly</p>
May 8, 2026
<p>European football is moving from trophy asset to institutional asset class — and the multiple gap between NFL/NBA franchises (7–10x revenue) and elite European clubs (3–5x) is the alpha thesis pulling Apollo, Sixth Street, RedBird, and others into the space. In this episode, Steven and James of Again Capital walk through how their $150–200M multi-club fund is positioned across elite minority stakes (Atlético Madrid, Leeds United) and transformational majority positions, and why the "three World Cup super cycle" makes 2026 the moment to underwrite this asset class.</p><p><br></p><p>Highlights:</p><p>- Why UEFA's 70% squad cost ratio is dragging European football EBITDA from -5% (2018) to +10% (2024), and why the Premier League adopting it next season changes the underwriting math.</p><p>- The barbell strategy: minority positions alongside elite co-investors like 49ers Enterprises and Apollo, paired with controlling stakes in transformational clubs where real estate and stadium development drive the alpha.</p><p>- Why sports has a 0.2 correlation to the S&P 500 (second-lowest of major asset classes) and has grown ~30% annually for 20 years per the RASFA index — and why JP Morgan reports 60% of their UHNW clients now hold a stake in a major sports franchise.</p><p>- Regulatory nuance by jurisdiction: Italy enforces strict 1% or 100% ownership rules, Spain caps minority positions at 5%, England at 10% — and why Crystal Palace's demotion from the Europa League is the cautionary tale every multi-club operator now studies.</p><p>- Why player trading is excluded from their base-case underwriting and treated as pure upside, and why the "three World Cup super cycle" (2026, 2030, 2034) is the multi-decade tailwind underpinning the thesis.</p><p><br></p><p>Steven and James are partners at Again Capital, a Madrid-based multi-fund platform investing in private equity, real estate, infrastructure, and now sports and entertainment.</p><p><br></p><p>Want to learn more about Rondo and A.GAIN's Sports & Entertainment strategy? Email Jaclyn@again.capital or mitchel.gorecki@again.capital — they'll coordinate a meeting and bring in the rest of the team.</p><p><br></p><p>Subscribe to weekly calls: https://luma.com/vyzerweekly</p><p><br></p><p>Listen on Spotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e</p><p>Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480</p><p>Watch on YouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E</p>
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Vyzer Weekly is a recurring live conversation where investors come together to think more clearly about markets, risk, and private investing. Each Thursday we break down what actually mattered in the markets, take a focused deep dive into a key investing principle, and open the floor for real discussion. No hype, no pitches, no predictions, just practical clarity and a smarter way to approach investing.
Join these shows live: https://go.vyzer.co/vyzerweeklycalls
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