A Reality Check on Private Markets: Part II
uttu This is Part II of my series on performance measurement for private market funds and in particular on…
Investment
From Equities to Real Assets: Key Trends Shaping Multi-Asset Investment
Multi-asset strategies are the supreme discipline in investment management. Managers of these strategies consider all asset classes worldwide…
Low Probability of Loss: Why It Doesn’t Equal Low Risk in Investing
In golf, a hole-in-one is a remarkable feat. The odds? Roughly one in 850,000 from a distance of…
A Reality Check on Private Markets: Part III
This is the final post in my three-part series on performance measurement for private market funds and the…
HealthTech, Access, and Financial Fluency: The Future of Women and Alts
Women are reshaping the world of alternative investments, driven by growing wealth, increased financial fluency, and expanding access…
Infrastructure Debt: Unlocking Investment Opportunities in a Transforming Economy
As global economies evolve, infrastructure debt emerges as a unique asset class with promising opportunities for investors. Offering…
Navigating Troubled Waters: What the Surge in Bankruptcy Filings Means for the Economy
The financial landscape is showing signs of strain as bankruptcy filings surge, with businesses and consumers alike feeling…
The Endowment Syndrome: Why Elite Funds Are Falling Behind
Elite endowments with heavy allocations to alternative investments are underperforming, losing ground to simple index strategies. High costs,…
Climbing the Ladder in Finance: The PIE Framework for Investment Professionals
Early in my career, I missed out on promotions even though I worked hard. As an engineer by…
Agency Risk in the Lower Middle Market: A Guide for PE Professionals
If there was a Wild West in Private Equity (PE), it would be the Lower Middle Market (LMM)…