Greg Bowes on the State of EM Private Markets
An interview with Greg Bowes, Co-Founder and Managing Principal of Albright Capital, about the state of EM private markets.
The Winner-Take-Most World
KKR collected $1.4B in management fees last year?
Stonks
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
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.
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.
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
Expectations v. Reality
Expectations of 3x from emerging market private equity funds are unreasonable
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