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…
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…
New markets for Portico in 2021 and beyond; investing in frontier & fragile markets; a grab bag; James Baldwin.
An update on Portico and three predictions for the decade to come.
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…
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Thoughts on EM Special Situations; (Asset) price stability; Corporate + state interests; Goodbye globalization?; Autarky under anarchy; Thucydides
Let’s look out for one another.
The fine line between stamina and stupidity. Also: J.P. Morgan; Hony Capital; Bia, Part II; The Cost of Being Too Patient; The Porticos of Bologna; Arrian.
Who wants to build an index for EM private markets? Also: should endowments index? Coller’s Barometer; The Tree Where Man Was Born.
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