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 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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