POWERS #394 - Alex Robinson - Co- Founder & CEO @ Juniper Square - The New Survival Code for GPs (Private Markets Are Rapidly Being Disrupted)
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Sep 23, 2025 Alex Robinson, Co-founder and CEO of Juniper Square, discusses the rapidly changing landscape of private markets and the urgent need for adaptation. He dives into how rising interest rates uniquely impact private credit, real estate, and venture capital. Alex highlights the increasing influence of retail investors and the challenge of liquidity for GPs. He emphasizes the transformative role of AI in reshaping fund operations and the strategic mindset necessary to thrive in this evolving environment.
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Rates Reshape Private Sectors Unevenly
- Rising interest rates reshape private markets unevenly across sectors.
- Private credit thrives while commercial real estate and early-stage venture face pressure.
AI And Retail Capital Are Twin Tsunamis
- Two simultaneous forces are reshaping GPs: AI and retail investor inflows.
- Both require GPs to retool operations, products, and distribution strategies quickly.
Choose Mega Scale Or Sharpshooter Focus
- Decide whether to scale into a mega manager or remain a differentiated specialist.
- Pick one: build broad distribution and many products or focus as a sharpshooter with unique strategy.