Ideas
Fresh thinking on global private markets
Incisive commentary and insightful analysis for forward-leaning entrepreneurs and investors.
The Portico Podcast
Listen to our latest episodes and learn more about each interview.
Episode List
Nnennia Ejebe on the Art of Control Deals in Africa
An interview with Nnennia Ejebe, Partner at Adenia.
Karim Hussein on Egypt’s Vibrant Venture Landscape
An interview with Karim Hussein, Managing Partner of Algebra Ventures.
Gopal Jain on India’s Transformation
An interview with Gopal Jain, co-founder and Managing Partner of Gaja Capital.
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Our Thinking
Peruse previous editions of Portico Perspectives and read our research studies.
The Return of Anarchy
Russia’s invasion of Ukraine has changed the world irreversibly in important ways.
The Global Market for Talent
Elite labor is increasingly tradable. What does that mean?
Portico’s New Look
A refreshed brand with a refocused mission.
The DAO of (Risk) Capital
Will decentralized autonomous organizations disrupt the VC / PE model?
The Great Unlock
Several compelling products and strategic moves suggest EM private markets may be about to get a lot more exciting.
The Mission & The Model
Portico tussles with a tension between its mission and its business model. Ray Dalio states the obvious. Stablecoins, CBDCs & ZK Proofs. Nasdaq Private Market. EM SPACs. Catch-22.
Hands-on Value Creation
Blackstone is a principal beneficiary of the consolidation of alternatives / private markets. It stewards $649 billion in assets under management. According to its 10-Q, Blackstone collected $1.18…
The Winner-Take-Most World
KKR collected $1.4B in management fees last year?
The Boring Twenties?
Everyone’s expecting it to be the Roaring Twenties. But what if the Roaring decade already happened? And you missed it?!
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…
New Frontiers
New markets for Portico in 2021 and beyond; investing in frontier & fragile markets; a grab bag; James Baldwin.
The Decade of Digital Assets
An update on Portico and three predictions for the decade to come.
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…
Stonks
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
Image and Reality
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.