BTE Newsletter #2: Where Exactly Are These Cockroaches?
Hello again everyone!
Thanks for all the great feedback from the first newsletter (it can be seen here if you missed it).
And now that I've posted for two straight weeks, I've got my eye on Cal Ripken's record of 2,632 consecutive games played. That would mean one issue per week for a little over 50 years. But there's nothing wrong with ambition. I just have to take it one week at a time.
In the meantime, if you’re enjoying this newsletter, chances are others you know would like it too. So please take a moment to share it with your friends or colleagues. Thank you for helping spread the word.
Ben
📢 Announcements
Thursday November 6, 2025
I’ll be attending the Alts x Alts conference this Thursday in Burlington, and I’m looking forward to connecting with some of you in person. Alts x Alts is a premier event focused on alternative investments, bringing together industry professionals, fund managers, and advisors to discuss the latest trends, strategies, and opportunities in private markets. If you’re planning to be there, make sure to say hi 👋
📝 Posts from The Past Week
Published Today
Private credit has been maligned in the wake of the First Brands and Tricolor bankruptcies. But are these concerns well-placed?
In the Gold Rush for AI, Someone Has to Sell the Picks and Shovels
Published Thursday October 30th
What makes private markets such a good fit for data centers?
