Navigating the Evolving Landscape of Private Market Investing

In a compelling fireside chat, Ilya Zlotnik of Vivaldi Capital Management and Michael Grayson of First Trust Capital Management dive into the dynamics of private market investing, offering valuable insights into co-investments, secondaries, and the shifting landscape of alternative investments.

Understanding Co-Investments and Secondaries

  • Co-Investments Explained: Gain clarity on the concept of co-investments, with an emphasis on their advantage in fee savings and deal quality, underlining the importance of alignment with fund managers and avoiding adverse deal selection bias.
  • Navigating Secondaries: Explore secondary investments, highlighting their potential in acquiring mature, fundamentally strong businesses at a discount.

The Changing Face of Alternative Investments

  • Evolving Strategies: Learn more about how the private market space has grown over the past decade, becoming more accessible but also more competitive.

Key Takeaways:

  • The value of co-investments lies in fee savings and high-quality deal access.
  • Secondary investments offer opportunities to purchase mature businesses at reduced prices.
  • The private market landscape is evolving, demanding strategic navigation and careful opportunity assessment.
This conversation is a must-see for those interested in the nuances and opportunities of private market investing.