The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
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…
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.
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