The Co-Investment Playbook: Navigating Opportunity and Complexity

What it takes to succeed in co-investing

Co-investing is one of the most talked-about—and complex—topics in private investments today. As more investors seek to enhance returns and deepen relationships with managers, the co-investment landscape has evolved from a niche strategy to a core component of sophisticated portfolios. Yet, with opportunity comes complexity.

Whether you’re new to co-investing or looking to sharpen your approach, this episode of Cambridge Conversations offers practical insights and strategies for success. Host Willis Wilson is joined by Scott Farden, Managing Director and Chief Operating Officer at Nonantum Capital Partners, and Rob Long, Senior Investment Director of Co-Investment Research at Cambridge Associates.

Together, they break down what it takes to succeed in the fast-paced world of co-investing, how to determine if it’s right for your portfolio, and tips for getting started—all backed by decades of partnership and real-world experience.

The podcast episode will cover:

• The evolution of the co-investment strategy
• 3 biggest factors influencing success or failure
• Returns should be driven by more than just fee savings
• Keys to building a successful co-investment program
• Lessons learned to avoid making the same mistakes

Listen here or wherever you get your podcasts.

Read the transcript