In (Mostly) Defence of Blue Owl
Blue Owl sparked a mini firestorm when it announced, then quickly scrapped, a merger of its private credit funds. Is this genuinely a sign of stress in private credit, as some argue, or just the latest example of the media fixating on the drama in the stands instead of the fundamentals on the field?
BTE Newsletter #5: The Tom Johnston Interview (and formatting changes!)
I have two updates: one exciting, and one unexciting.
First, the unexciting update: I’ve made some small formatting changes
Interview With Tom Johnston, Canadian Head, iCapital
Tom Johnston, who leads iCapital in Canada, joined me for a 30-minute discussion on the firm’s role as private markets become more accessible to individual investors. This is part one of our conversation.
KKR's Quest to Change the Face of Private Equity
Can a company once infamous for corporate greed and worker hardship become the firm redefining the industry’s reputation for good?
BTE Newsletter #4: Are We Going to See a Bunch of Zombies in Private Markets?
This week included a couple of great in-person events where I got to present on private markets. One was with
Are We Going To See a Bunch of Zombies In Private Markets?
The CEO of Private Equity giant EQT is predicting a wave of zombie firms. But what exactly does he mean?
Why Schwab is Forge-ing Ahead
One week after Morgan Stanley's acquisition of EquityZen, Charles Schwab makes a bold move of its own. Is the competition for private market access just beginning?
BTE Newsletter #3: The Three Most Memorable Quotes From Earnings Season
This past week was very active in the world of private markets, as most major alternative asset managers released Q3/
The Three Most Memorable Quotes From Earnings Season
Alternative asset managers reported upbeat Q3 results but spent much of their time responding to negative headlines and defending their businesses.
Quick Thought: What Exactly are KKR and Apollo Drinking?
And why did a beverage company turn to two of the world's largest alternative asset managers?
