This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss what this development could mean for all the counterparties involved.

We put some numbers around the opportunity, cover what asset managers might be best positioned to capture it, the strategies that most naturally fit, and some of the risks to the investor base. It is a fascinating theme that I expect to continue gaining momentum. Please enjoy this Breakdown on Alternative Investing.

For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ here.⁠⁠⁠⁠

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Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:02:47) The $4 Trillion Opportunity in Alternative Investments

(00:04:13) Headlines and Market Concerns

(00:07:09) Regulatory Changes and Historical Context

(00:09:31) Private Wealth Channel and Product Evolution

(00:10:29) Investor Education and Liquidity Considerations

(00:15:34) Future of Private Markets and Alternative Investments

(00:27:27) The Role of Major Players and Market Dynamics

(00:45:18) Lessons From the Alternative Investing Industry

Cries For ‘Tax Cuts’ and a ‘Battle with Europe‘