Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
Capital Allocators – Inside the Institutional Investment Industry
The Evolution of a Flagship Fund
This chapter chronicles the impressive growth of a flagship fund that surged from under $20 million to $20 billion by strategically targeting the RIA market. It explores the team's emphasis on personal connections and diversification within an interval fund, as well as innovative cost-management strategies that enhance investment outcomes. The dialogue also addresses the complexities of managing evolving investment strategies in private equity and the competing dynamics within the RIA space, all while emphasizing the importance of adaptability in a changing marketplace.
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