Investment Topic: Private Investments

Research Note September 2020
Global Private Investing Landscape

In this video series, several of our practitioners share their current views on both global and region-specific private equity and venture capital markets, recent performance trends, and insights from their latest experiences.
Read More »

May 2020
Private Investments: Early 2020 View

In this video series, you will hear our practitioners’ thoughts on deal and sector trends, investing in prior recessionary environments, near-term expectations, emerging opportunities, and ways in which they are putting their ideas to work for our clients ever day.
Read More »

CA Answers February 2020
Are Retail Investors the Vanguard of Private Equity?

Yes, and they have been for some time. Progress has been slow, but current market and regulatory conditions could enable a breakthrough. The impact will be felt primarily in the upper registers of the private equity arena. I’m viewing Vanguard’s recent private equity–related announcement as the first of a two-step process. The first step is…
Read More »

Research Note January 2020
Venture Capital Positively Disrupts Intergenerational Investing

Families of wealth face three key questions about intergenerational wealth planning: how best to invest to sustain future generations; how best to engage the next generation; and how best to ensure family unity endures. Often each question is addressed independently. We find that a conversation across generations about the impact of a meaningful venture capital allocation can help address all three questions in an integrated manner.
Read More »

CA Answers December 2019
What Risks and Opportunities Are You Focused on as We Enter 2020?

We see opportunities to deploy capital in some niche areas of the investment landscape and reshape (or at least re-evaluate) some areas of the portfolio. Simultaneously, we are closely monitoring the lurch toward protectionist trade policies and their impact on global economic activity.
Read More »

Research Report March 2019
Ready, Steady, Co-Invest

Co-investments are one of only a handful of control levers within an LP’s toolbox, and we encourage all private market investors, regardless of size, to consciously consider implementing a co-investment program.
Read More »