Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
Capital Allocators – Inside the Institutional Investment Industry
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Investment Strategies in Private Markets
This chapter explores the complexities of private investment modeling, focusing on the effects of market conditions on strategic allocations, particularly towards co-investments and early-stage ventures. The discussion highlights the shift towards cash-flowing growth equity and the evolving dynamics of private equity and credit markets amidst economic fluctuations. Additionally, it underscores the importance of tax implications in shaping investment decisions and asset allocation for both taxable and tax-exempt investors.
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