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20 results for “private markets”
Topic11 mentions across episodes
private markets
Concept9 mentions across episodes
Private markets
...across private equity managers has been far wider than that in the public equity markets. This creates an opportunity to outperform within the asset class. And illiquidity. By design, private equity is illiquid. While illiquidity may not impact retur
6:05 / 7:06
from transcript6:05 – 7:06
...private equity doesn't necessarily bring. These are the types of things that you're gonna see us grow in our equity business over the next five years. So help me peek behind the curtain. What's an example of what some of those equity strategies might
56:14 / 57:19
from transcript56:14 – 57:19
...myth that private equity is something more than just adding leverage to companies and that there's this perceived stability.
16:26 / 17:33
from transcript16:26 – 17:33
...equity portfolio has created liquidity challenges. In response, innovations like continuation vehicles, nav loans, and minority purchases have emerged, but these tools come with their own complexities and incentive misalignments. Private equity portf
1:32 / 2:42
from transcript1:32 – 2:42
Public is an investing platform that offers access to stocks, options, bonds, and crypto, And they've also integrated AI with tools that can assist investors in building customized portfolios. One of these tools is called generated assets. It allows
35:05 / 36:15
from transcript35:05 – 36:15
...private equity allocations, but more aggressive or longer duration deployment within the portfolio. By articulating clear preferences, investors can more easily answer questions about manager selection, CV participation, and other innovations. For sh
4:35 / 5:38
from transcript4:35 – 5:38
...is private equity transaction where we co invest with private equity, right? So it's $300,000,000 mez deal on a $30,000,000 co invest alongside sponsor XYZ. That's the most common place. But in a lot of our non sponsored deals, what we find is we're
41:08 / 42:22
from transcript41:08 – 42:22
...equity lives somewhere between those two worlds. Private equity was flat for the year. Compounding is pretty powerful. People now look at public comps. That's where you're having issues with these marks. You've never had any dip in the number. A lot
25:26 / 26:35
from transcript25:26 – 26:35
to view a prospectus for investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. Risks include principal loss and the use of derivatives, which could increase risks and volatil
34:15 / 35:37
from transcript34:15 – 35:37
...private markets? So if I take the 90 as a whole pie, 100%, probably 55% of that pie is venture. And then the other is split evenly roughly between growth equity funds and buyout funds. We don't touch any real estate. We do very little in the energy s
34:31 / 35:32
from transcript34:31 – 35:32
...equity can still grow if the wealth channel adopts scalable structures that balance access with liquidity. As explored in our private wealth miniseries, the mega alt platforms are sprinting to replicate their private credit success in equity. Private
4:36 / 5:42
from transcript4:36 – 5:42
...private equity markets provide as well. So I think we are gaining traction as an industry in private equity, and that traction will make itself evident in the 2026,
7:31 / 8:39
from transcript7:31 – 8:39
So let's say you're interested in something specific like biotech companies with high r and d spend, small cap stocks with improving operating margins, or the S and P 500 minus high debt companies. Chances are there isn't an ETF that fits your exact
14:56 / 16:12
from transcript14:56 – 16:12
...liquidity. Private markets will follow a similar playbook. Interval funds and other semi liquid structures are emerging as tools for better liquidity management. Institutions in the future will allocate a small portion of their private equity portfol
3:02 / 4:06
from transcript3:02 – 4:06
...is in private markets. And the question is, how do you access it? On the bigger side, there's some real challenges. As a sector, private companies give money back to folks. The DPI is not great. One other byproduct of coinvesting is from a Jaker stan
48:44 / 49:53
from transcript48:44 – 49:53
Public is an investing platform that offers access to stocks, options, bonds, and crypto, and they've also integrated AI with tools that can assist investors in building customized portfolios. One of these tools is called generated assets. It allows
13:26 / 14:31
from transcript13:26 – 14:31
...private equity is true equity return and public equity is a discounted or a lower expected return. The reason for that is simple, I think. There's no free lunch in this world. I think we can all agree on that. And you pay something for the luxury of
29:13 / 30:18
from transcript29:13 – 30:18
to view a prospectus for investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. Risks include principal loss and the use of derivatives, which could increase risks and volatil
25:19 / 26:41
from transcript25:19 – 26:41
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