The Co-Investment Playbook: Navigating Opportunity and Complexity

What does it take to succeed in co-investing?

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.

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.

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 covers:

• 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

Read the transcript here.

Cambridge Conversations is developed in partnership with PRX, an award-winning podcast media company. Have an idea for an episode or interested in being a guest? Email us to get involved.