12 videos · 15 episodes
For GPs and LPs tracking private equity secondaries, the episode lays out the exit gap and the mechanisms being used for interim liquidity. It also offers Wachter's perspective on choosing a strategic partner rather than pursuing a transaction.
Picked by the private equity & secondaries deskThe episode gives wealth professionals an institutional allocator's view of private markets complexity, including how manager selection and due diligence are discussed and how newer fund structures are changing capital deployment dynamics.
It offers a manager's account of a niche real estate strategy and of the move from operating within a family business to running an independent fund, both of which come up when wealth firms assess specialist private real estate managers.
The episode gives wealth professionals a manager's account of how a real-assets operator describes middle-market hotel underwriting, vertical integration and current opportunity. It may be useful for allocators evaluating hotel-focused real estate managers or differentiated operating platforms.
For wealth professionals working with private markets, the episode focuses on evergreen fund mechanics, distribution and product positioning rather than manager performance. It may be useful for those evaluating evergreen structures or advising on private markets access.
For wealth professionals who evaluate private-market managers, the discussion frames GP succession, capital needs and governance as issues tied to manager durability and enterprise value. It also offers perspective on how capital partnerships in private markets are structured beyond simple minority stakes.
Wealth professionals who allocate to or partner with private markets managers get a manager-side view of how AI is being folded into investment operations and what firms are being told to change. The discussion of vendor evaluation and data ownership is also relevant to anyone assessing AI claims from platform providers.
For wealth professionals working with private markets, the episode focuses on manager selection, due diligence and evergreen structures, areas that shape how allocators build and monitor private-markets exposure.
It is a manager's account of two structures that increasingly touch wealth portfolios: minority stakes in alternative managers and roll-up strategies in sectors outside mainstream buyouts. The discussion of diligence criteria for founders and of returning capital to LPs during a pivot is useful context for allocators assessing GP relationships.
For wealth professionals who allocate to or diligence venture and growth managers, the episode offers a manager's account of how March Capital frames market size, AI adoption and portfolio support. It also touches on building networks and community over a long career, which may be relevant to sourcing and manager relationships.
It offers wealth professionals a look at a niche real estate strategy and the transition from operating partner to fund manager, grounded in one specialist platform's experience. The discussion of hard assets with low obsolescence and competition with mega managers may be relevant to those evaluating real-assets managers.
The episode is framed for investors evaluating hotel allocations and for operators thinking about differentiated platforms, with discussion of underwriting operational risk and vertical integration.
For wealth professionals evaluating private markets access, the discussion focuses on how evergreen structures are positioned and distributed to advisors and small institutions. It also addresses operational and sales issues around gating headlines and the considerations for firms entering the wealth channel.
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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.
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