Private assets are having a moment. In my conversations with investors, everyone seems to be pitching them. Over the past couple of years, investment “opportunities” that were once reserved for sophisticated institutions and ultra-high-net-worth individuals have increasingly been packaged and pitched to everyday investors through retail funds, advisors, and platforms. I was told that the…

I will be taking a short break from blogging over the next couple of days as I host some guests visiting from far and wide. It is always a joy and a bit of a scheduling puzzle to welcome friends and fellow investors from abroad. I have known them for a very long time. Between…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. Six years ago, I invested in a hedge fund that did not quite hit the ground running. The performance was out of my expectation. Now, I…

I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…

Believe it or not, we are almost halfway through the year and what a ride it has been. To mark this point, I will be teaming up with a trusted partner for a webinar where we will hit pause (briefly) to reflect on what has unfolded so far in the markets. From policy pivots and…