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Beyond the Exchange
A weekly newsletter offering clear insights into the world of Private Markets. Subscribers receive our Private Markets Guide and 2026 Outlook as a welcome bonus.

Latest

12
May
BTE Newsletter #28: "Retail Private Credit? We hardly even do that at all."

BTE Newsletter #28: "Retail Private Credit? We hardly even do that at all."

Good morning everyone, Happy Tuesday. First, a bit of a changeup: rather than hosting, I recently appeared on someone else&
6 min read
05
May
BTE Newsletter #27: Maybe the Sky Isn't Falling After All

BTE Newsletter #27: Maybe the Sky Isn't Falling After All

Good morning everyone, and Happy Tuesday once again. First things first, regarding the podcast, I originally hoped to have the
7 min read
28
Apr
BTE Newsletter #26: The Biggest Private Credit Default Ever

BTE Newsletter #26: The Biggest Private Credit Default Ever

Good morning everyone, Happy Tuesday! Tomorrow I'll be at the CAASA Family Office Summit, this time just as
9 min read
21
Apr
BTE Newsletter #25: Not All Private Equity Is the Same Thing!

BTE Newsletter #25: Not All Private Equity Is the Same Thing!

Good morning once again, First things first, I'm happy to report The Globe & Mail published my second
8 min read
14
Apr
BTE Newsletter #24: 10 Thoughts On the Wave of Private Credit Redemptions

BTE Newsletter #24: 10 Thoughts On the Wave of Private Credit Redemptions

Good morning everyone, and Happy Tuesday once again. First things first, episode 10 of the podcast with Julian Klymochko is
9 min read
07
Apr
BTE Newsletter #23: When Private Markets Goes Wrong, Part 3 - What Gating Can Do To Seniors

BTE Newsletter #23: When Private Markets Goes Wrong, Part 3 - What Gating Can Do To Seniors

Good morning everyone, and Happy Tuesday. I hope you had a great Easter weekend. First, an update on the podcast
11 min read
31
Mar
BTE Newsletter #22: Not All Private Credit Is The Same Thing!

BTE Newsletter #22: Not All Private Credit Is The Same Thing!

Good morning everyone, Last week I had the pleasure of sitting on a panel at the CAASA Wealth Managers'
11 min read
24
Mar
BTE Newsletter #21: This One's All About Me

BTE Newsletter #21: This One's All About Me

Good morning everyone, Growing up, I loved March Break. The idea of getting a week off school, without even an
6 min read
17
Mar
BTE Newsletter #20: A Liquidity Squeeze For Private Credit

BTE Newsletter #20: A Liquidity Squeeze For Private Credit

Good morning everyone, Those of you who know me best are aware that I am a Baltimore Ravens fan. The
7 min read
10
Mar
BTE Newsletter #19: AI, Conductors, and Meat Puppets

BTE Newsletter #19: AI, Conductors, and Meat Puppets

Good morning once again everyone, Wednesday last week was the Innovation in Private Markets event, and for all those who
5 min read
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