How advisors size, access and run private markets for clients: evergreen funds, platforms, due diligence and operations. Selected by our editors.
27 videos and podcasts · new this week: 8
It is a compact run-through of how one large manager is framing allocation decisions in a higher-rate environment, including the diversification case for insurance-linked and private market assets. Advisors can compare that framing against their own portfolio construction and client conversations.
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 is a manager-side view of how a non-U.S. firm approaches the U.S. wealth channel across public and private markets, framed around culture and distribution rather than products. Useful for advisors who want context on how overseas asset managers are entering or expanding in the channel.
The episode gives advisors and allocators a platform executive's view of where AI governance, data connectivity and tokenization may fit into private markets distribution and operations. It is useful context for firms weighing how technology and education affect client access to private market investments.
It offers wealth professionals a manager's framing of how private-market AI developments may connect to public-market implications. The named analysts and conference takeaways give a structured view of AI returns and competitive positioning.
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.
Advisors allocating to private credit, particularly through semi-liquid vehicles, are working through questions about underwriting quality and redemption terms that the episode lists directly. The chapter on manager selection and the segment on rate hikes speak to the due-diligence and portfolio-construction decisions advisors face with the asset class.
It gives allocators and advisors a manager's framing of the questions currently attached to private credit — underwriting quality, software exposure, semi-liquid redemption limits and rates — in a year when the description says fundraising for closed-end vehicles nonetheless hit a record. Useful as background for client conversations about private credit exposure and for comparing against other ma
It offers a sell-side view of how hedge funds are currently positioned in equities and where European and US themes are drawing attention, which can inform conversations with clients about sentiment and positioning. The material is an outlook and should be read as opinion rather than guidance.
For wealth professionals, the conversation touches on how data and AI tools are being positioned for prospecting, outreach and engagement in private wealth. It also discusses the industry's focus on the wealth transfer wave and evolving expectations around financial data.
New manager videos, podcasts and our own alternatives in wealth stories on My Desk and in your morning edition.
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