Insightful Investor #19 - Michael Bego: Secondaries, Private Markets
May 7, 2024
Michael Bego, Founder of Kline Hill Partners, discusses the evolution of secondaries in private markets, emphasizing the advantages of investing in de-risked assets for higher returns. He explores the impact of COVID-19 on secondary asset pricing, the importance of technology in the investment industry, and the value of building strong relationships in private markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Navigating the World of Private Equity and Secondaries
02:53 • 27min
Navigating Discounts and Quality in Private Markets
30:01 • 15min
Investing in Secondary Funds for Lower Risk and Higher Returns
45:07 • 10min
Dynamics of Secondary Investments During Market Downturns
55:02 • 4min
Navigating the Complexities of the Investment Industry
59:23 • 7min
Insights on Investing in Private Markets and Building Relationships
01:06:34 • 2min