S1: Convestion with Randy Cohen, Senior Lecturer, Harvard Business School
Educational Alpha
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Alpha Versus Beta in Private Equity
Randy Cevallos: The first time I met you was in the classroom, but I've gotten it on Jean-Louis and I bump into the standard board. And Kaya produced a paper called Portfolio for the Future about a year or so ago. We talked about some of the basic building blocks. So diversification was on there, check, private markers on their check,. But then also liquidity and treating that as a product feature, but maybe not a product benefit. That's definitely, I believe, an observation for the alpha.
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