Capital Allocators – Inside the Institutional Investment Industry cover image

José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Investment Challenges

This chapter explores the complexities of managing liquidity and structuring funds in special situation investments, particularly during market disruptions. It discusses the strategic formation of investment teams, balancing specialization with generalist flexibility, and the importance of transparency with institutional investors. Additionally, it covers the sourcing of investment opportunities and the critical evaluation processes within the investment committee, emphasizing honest dialogue and succinct communication.

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