Capital Allocators Monthly Newsletter - March 2024
- Dwight D. Eisenhower
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Capital Allocators China. Our affiliate partner is hosting it’s 3rd GP Academy and fielding LP mentors and GP participants.
Learn MoreInvesture. Managing assets of approximately $17 billion, Investure is responsible for portfolio management, asset allocation, and manager selection investing across a number of asset classes.
Meketa. Meketa Investment Group is an employee-owned full-service investment consulting and advisory firm. They are seeking an analyst to work directly with the Public Markets investment team to perform manager due diligence.
1. Experiences Beat Transactions, Even for Financial Brands, Jen Prosek. Jen is leading asset management out of its “emerging market for branding.”
2. The Case for Growth at Investment Firms. The topic of managers balancing growth with discipline has garnered more interest and intrigue than any other leading up to our 2024 CIO Summit next month. Ali Hamed from CoVenture offers his take.
3. Private Market Valuations. Yann Robard from Whitehorse studied 1,100 buyout exits over 17 years and concludes that the criticism of private marks is misguided. It’s the greed and fear-driven public markets that gets it wrong.
4. Warning signs in private credit. Bloomberg reports on questionable marks. When paired with Marblegate’s research on the deteriorating fundamentals in the middle market, we see yellow flags. To help understand the potential risk, Michael Kao dives into the nuances of CLOs and BDCs.
5. Remember the Unicorn? Cowboy Ventures takes a look at the unicorn club ten years after it became a common label.
BONUS: Dry Powder, with TPG’s Jim Coulter. Hugh MacArthur, chairman of Bain & Co.’s global Private Equity practice, hosts a podcast interviewing leading experts in private equity. His two-part interview with Jim Coulter is outstanding.
EP.372 Richard Sandler – Personal attorney to Michael Milken, Richard discusses his new book regarding his client’s infamous trial.
EP.373 Michael Leffell – Founder and Chairman of 10 East, Michael discusses opening doors to niche private opportunities at the firm.
EP.374 Michael Freno – Chairman & CEO of Barings, Mike discusses the merits of confident humility.
EP.375 Jonathan Tepper – CIO of Prevatt Capital, Jonathan discusses the strategy of buying dominant companies.
EP.376 Blythe Masters – Founding Partner of Motive Partners, Blythe discusses how the specialist private equity firm encourages fintech innovation.
EP.23 Terry Thompson – COO of Berkshire Partners, Terry discusses how his background across eight industries led him to Berkshire Partners.
EP.24 Ken Onorio – CFO and COO of Eagle Point Credit, Ken discusses building culture and hiring for attitude and aptitude.
Enfusion. Enfusion simplifies investment management operations by uniting front-, middle- and back-office functions under a single SaaS platform built on a shared golden data set.
Nasdaq Solovis. Full visibility across your multi-asset class portfolio is key to executing an effective investment strategy and a goal for every allocator. Discover how leading investment teams are utilizing Nasdaq Solovis technology to gain a total view of their portfolio in this masterclass.
Managed Funds Association. MFA Ops Los Angeles 2024, from March 4-6, is a can’t-miss event for top alternative investment operations, compliance, and risk management professionals. Gain exclusive insights from leading experts. Engage in one-on-one discussions with allocators and peers. Join interactive sessions focused on operational strategies, regulatory compliance, and leadership trends shaping the industry.