The Four Dynamics Shaping Global Private Markets
Four trends in private markets present urgent and existential risks to fund managers. It is time to take action.
The DAO of (Risk) Capital
Will decentralized autonomous organizations disrupt the VC / PE model?
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…
Stonks
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
Active Management
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
Expectations v. Reality
Expectations of 3x from emerging market private equity funds are unreasonable
More Dickensian by the Day
LP sentiment toward emerging markets, high net worth investor interest in private equity, Helios-GBFoods, Hispanophone deals in Africa, Baring Asia and CPPIB take Nord Anglia private, Blackstone joins the private debt party in India, The Ramayana
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