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Beyond the Exchange
A weekly newsletter on Private Markets from Benjamin Sinclair, Investment Advisor, Designed Securities.

Latest

14
Jul
BTE Newsletter #36: Why Has Real Estate Lagged, and Is There An Opportunity?

BTE Newsletter #36: Why Has Real Estate Lagged, and Is There An Opportunity?

Good morning everyone, and Happy Tuesday once again. I hope you're all having a great summer so far.
6 min read
07
Jul
BTE Newsletter #35: Private Credit's Math Problem

BTE Newsletter #35: Private Credit's Math Problem

Good morning everyone, and Happy Tuesday once again. I hope you all had a great Canada Day (or July 4th)
6 min read
23
Jun
BTE Newsletter #34: Discount Retailers, Wind Turbines, Data Centres, and Preschool

BTE Newsletter #34: Discount Retailers, Wind Turbines, Data Centres, and Preschool

Good morning everyone, and Happy Tuesday. First things first: there will be no Beyond The Exchange newsletter next week. Happy
8 min read
16
Jun
BTE Newsletter #33: It's Amazing What You Can Get These Days For $2.5 Trillion

BTE Newsletter #33: It's Amazing What You Can Get These Days For $2.5 Trillion

Good morning everyone, and Happy Tuesday. We're now just a couple days away from the webinar I'
7 min read
10
Jun
BTE Newsletter #32: Should Private Credit Reprice Daily?

BTE Newsletter #32: Should Private Credit Reprice Daily?

Good morning everyone, and Happy Tuesday Wednesday. We're now just over a week away from the webinar I&
6 min read
02
Jun
BTE Newsletter #31: Not a Good Look For the Canada Pension Plan

BTE Newsletter #31: Not a Good Look For the Canada Pension Plan

Good morning everyone, and Happy Tuesday once again. First a reminder, I'll be hosting a webinar Thursday June
7 min read
26
May
BTE Newsletter #30: The Time Has Come To Explain What I Do

BTE Newsletter #30: The Time Has Come To Explain What I Do

Good morning everyone, and Happy Tuesday. I have a couple of updates from last Thursday. First, I mentioned that I
6 min read
21
May
BTE Newsletter #29: "We are tired of writing $100 million and $150 million checks for the stupidity of others."

BTE Newsletter #29: "We are tired of writing $100 million and $150 million checks for the stupidity of others."

Good morning everyone, and Happy Tuesday Wednesday Thursday. On Friday I recorded episode 12 of the podcast, featuring Capoeira Partners
8 min read
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
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