Agency Risk in the Lower Middle Market: A Guide for PE Professionals
If there was a Wild West in Private Equity (PE), it would…
Climbing the Ladder in Finance: The PIE Framework for Investment Professionals
Early in my career, I missed out on promotions even though I…
The Endowment Syndrome: Why Elite Funds Are Falling Behind
Elite endowments with heavy allocations to alternative investments are underperforming, losing ground…
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,…
Infrastructure Debt: Unlocking Investment Opportunities in a Transforming Economy
As global economies evolve, infrastructure debt emerges as a unique asset class…
HealthTech, Access, and Financial Fluency: The Future of Women and Alts
Women are reshaping the world of alternative investments, driven by growing wealth,…
A Reality Check on Private Markets: Part III
This is the final post in my three-part series on performance measurement…
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…
From Equities to Real Assets: Key Trends Shaping Multi-Asset Investment
Multi-asset strategies are the supreme discipline in investment management. Managers of these…
A Reality Check on Private Markets: Part II
This is Part II of my series on performance measurement for private…
