11min chapter

Animal Spirits Podcast cover image

Talk Your Book: Alt Goes Mainstream with Michael Sidgmore

Animal Spirits Podcast

CHAPTER

Navigating the Private Markets Landscape

This chapter explores the transition of alternative asset managers to public company status and its benefits for capital growth and management fee stability. It delves into the competitive dynamics between traditional banks and private credit firms, examining the implications of rising assets under management and potential investment bubbles. The discussion emphasizes the strategic positioning of larger managers and the complexities arising from increased demand in the evolving private markets.

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