Insights
Allocator Empathy (Nurture Your Champion)
GPs face an uphill battle when attempting to secure capital
Sourcing Investment Ideas
I vividly recall sitting in multiple finalist presentations where the
Second Looks/Chances
The frenetic pace of information synthesizing and the sheer number
Reference Calls
From an allocator’s perspective, regardless of how inclusive (for legitimate
The Beauty of Venture Capital – A Love Letter
Dear Venture Capital, It has been a while now since
Co-investments – Friend or Foe?
Even more than the illiquidity (long lock-up periods), relative lack
Re-ups – Do you still love me?
The ultimate goal for most private equity investors is for
Burgeoning – Getting Bigger and Bigger
“What is your target fund size?” – this is one
Uncorrelated Returns
Portfolio construction in private assets investing is a domain saturated
My 2024 Anti List
Keeping with the sometimes-annoying tradition of a plethora of “lists”
The Many Faces of Track Records
The top of a limited partner’s (“LPs”) funnel is a
Can you tell me about your past mistakes?
Throughout the years, I have had countless conversations with fellow
Examining the Psyche behind GP-led Secondaries (Continuation Funds)
As part of the fellowship of analysts, allocators, and investors
An Undying Love Affair with Funds of Funds
I have always had a soft spot for funds of
Breaking a Culture of Echo Chamber Investing
In my almost 20 years of private assets investing, the