Capital Allocators – Inside the Institutional Investment Industry Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
97 snips
Jun 30, 2025 
Join seasoned allocators Brett Barth, Meredith Jenkins, Jon Harris, and Casey Whalen as they reflect on the ever-evolving investment landscape. They tackle the current state of private markets and portfolio liquidity, emphasizing the importance of secondary sales. The conversation dives deep into niche investment strategies, the impact of AI on decision-making, and emerging sectors like defense technology. Personal insights mix with market trends, all while keeping the mood light with trivia. It's a candid look at investing through the eyes of industry veterans.
AI Snips
Chapters
Transcript
Episode notes
Guests Play Final Jeopardy
- The guests tried to guess what topics were newly discussed compared to two years ago.
- The Final Jeopardy game revealed AI, private credit, and Bitcoin as new discussion themes.
Liquidity Events in Private Markets
- Allocators note liquidity events as bigger managers buy from smaller managers.
- Private markets allocations are close to targets with some tactical secondary sales.
Use Secondary Sales Actively
- Use secondary sales in private equity actively, both buying and selling, to manage portfolios.
- Value-driven decisions guide these transactions, not just rebalancing.