Social Distancing 🦠
Let’s look out for one another.
Persistence
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.
An Index for EM Private Assets?
Who wants to build an index for EM private markets? Also: should endowments index? Coller’s Barometer; The Tree Where Man Was Born.
Chasing Profits
Is the institutionalization of asset management leading to less innovation? Also: WeWork + SoftBank; European Buyouts; China; Fund Terms; Governance; Henry Adams.
Active Management
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
King Dollar?
Will the next global reserve currency be digital? Otis; U.S. Pensions; Ray Dalio on China; My Friend Wrote a Book: An Update; The Structure of Scientific Revolutions
Pressing Pause
Wrapping up year three as an entrepreneurial venture. Also: African Startups; ILPA Principles; Bia; Food for Thought; Beach Reading; Vasily Grossman.
China
China’s big and has grown rapidly — so what? The Economist. SoftBank in São Paulo. Grab Bag. The Ancien Régime and the Revolution.
Trillions
Trillions to deliver impact *at scale,* nickels for the mid-market; Governance; Due Diligence; Private Credit; Bridgewater on Diversification; Herbert Butterfield
Impact Investing
Everybody’s kicking impact investing while it’s down; Manager selection; Winds of Change at CDC; My friend wrote a book; The Press
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