

Can Alternatives Replace Public Equity?
Aug 1, 2023
Listen to Matt O'Mara and Keith Black discuss the concept of public equity replacement. They explore the reasons why investors should consider alternatives, the benefits of a portfolio of private assets, and the performance of an equity replacement portfolio. They also discuss the importance of liquidity in investments and the challenges faced by smaller investors. The speakers share personal experiences and give recommendations on artistic endeavors and upcoming events.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Equity Replacement: An Alternative to Public Equity
01:42 • 8min
Performance and Analysis of an Equity Replacement Portfolio
09:46 • 2min
Investors, Liquidity, and Equity Replacement Portfolios
12:14 • 5min
Personal experiences with activities, recommendations, and upcoming events
17:29 • 4min