How advisors size, access and run private markets for clients: evergreen funds, platforms, due diligence and operations. Selected by our editors.
28 videos and podcasts · new this week: 5
It is short-form educational content from a platform provider, useful as a plain-language explainer to share with clients or staff who are new to alternatives. Advisors should note the source is an alternatives platform, so the framing reflects that vantage point.
It gives allocators a direct look at how one advisory firm frames cyclicality in direct lending and sizes evergreen vehicles within a private credit book. McNeal also describes the diligence complacency he sees when headline returns look comfortable, and what he wants from a manager's first meeting.
For wealth professionals allocating to private markets, the discussion covers private credit opportunities, digital infrastructure and manager selection. The material is grounded in a manager’s view of themes shaping private markets.
It offers a view from an OCIO seat on how large investors are treating evergreen fund structures after gating events, a question that also sits behind the evergreen and semi-liquid products reaching wealth clients. The segments on AI-related exposure, insurance regulation and client-type differences give context on where institutional demand in private credit is shifting.
It offers a manager-research framework for assessing credit managers, which is directly relevant to allocators comparing public and private credit strategies. The segment on evergreen and tender-offer structures addresses gating provisions and investor understanding of what they own.
New manager videos, podcasts and our own alternatives in wealth stories on My Desk and in your morning edition.
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