A CDO for Secondaries?
A year or so ago I floated the idea of an index fund for EM private assets. What if there were an asset manager that could agglomerate…
Viktor Shvets on The Great Rupture
An interview with Viktor Shvets, global strategist at Macquarie, about the information and financial revolutions and what they mean for the future.
New Frontiers
New markets for Portico in 2021 and beyond; investing in frontier & fragile markets; a grab bag; James Baldwin.
Jake Cusack on Investing in Frontier & Fragile Markets
An interview with Jake Cusack, co-founder and Managing Partner of The CrossBoundary Group, on investing in frontier and fragile markets.
The Decade of Digital Assets
An update on Portico and three predictions for the decade to come.
Weijian Shan on Leverage and Turnarounds in Asia
An interview with the Chairman and CEO of PAG, a leading Asia-focused alternative investments firm with ~$40 billion in AUM.
Tom Burgis on the Rise of Kleptocracy
An interview with Tom Burgis, investigations correspondent at the Financial Times, and author of Kleptopia and The Looting Machine
Monica Brand Engel on Fintech & Financial Inclusion
In the third episode of The Portico Podcast I speak with Monica Brand Engel — a co-founding Partner at Quona Capital, a venture capital firm…
Is EM PE Dead?
When Portico launched four years ago, I asked “Is Emerging Markets Private Equity Dying?” There’s no need to ask the question anymore. It’s dead. You…
Roger Leeds on Private Equity & Development
When I decided to launch the podcast, I wanted today’s interviewee — Roger Leeds — to be one of the first guests. And I wanted…
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