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The definitive source of private markets intelligence.


Private Markets Pivot to Retail Investors and Europe Amid U.S. Policy Uncertainty | Weekly Pulse
Private credit continues to expand rapidly beyond institutional investors to reach retail and 401(k) markets, despite growing concerns about industry risks in the $2.2 trillion asset class.
May 16, 20258 min read


Private Wealth's Trillion-Dollar Alternative Assets Shift
Ted Seides interviews Michael Sidgmore, co-founder of Broadhaven Ventures and creator of the Alt Goes Mainstream podcast, about the massive shift of private wealth into alternative investments. Sidgmore, whose career spans Goldman Sachs, iCapital, and fintech ventures, explains how individual investors are following institutions into alternatives but at an accelerated pace.
May 16, 20253 min read


Building Trust at Scale: James Clarke on Blue Owl's Institutional Playbook
James Clarke, global head of institutional capital at Blue Owl, shares his journey from financial journalist to asset management leader in this Capital Allocators podcast. With over two decades of experience, including ten years at PIMCO, Clarke offers insights into building institutional relationships and scaling a firm from startup to a $270 billion alternative asset manager.
May 16, 20253 min read


Private Capital Goes Retail: How RIAs Are Reshaping Access
Brett Hillard, Chief Investment Officer at GLASfunds, joined S&P Global's Private Markets 360° podcast to discuss how registered investment advisors (RIAs) can effectively integrate private market investments into client portfolios. With over 15 years of industry experience, Hillard explains how GLASfunds' innovative platform helps wealth managers overcome administrative complexities by providing streamlined access to private market opportunities.
May 13, 20253 min read


Cross-Asset Private Capital Solutions Reshape Corporate Finance Landscape
KKR's "Reinventing Corporate Capital" report reveals a significant shift in corporate financing, with structured cross-asset solutions increasingly replacing traditional debt and equity options. According to KKR Credit & Markets analysis, Capital Solutions represent an emerging category designed to bridge fragmented debt and equity markets with flexible, tailored financing structures.
May 12, 20252 min read


VCs Used SPACs to Offload Lower-Quality Companies, Study Finds
According to a recent study published in the Journal of Corporate Finance, venture capital firms exploited a lack of regulation and investor naivety in the SPAC market to exit from lower-quality ventures, resulting in substantial underperformance compared to traditional IPO exits.
May 11, 20252 min read


Goyal Powers Carlyle's Energy & AI Infrastructure Strategy
In Brief: Pooja Goyal, Partner and CIO of Carlyle's Infrastructure Group, shared her strategic approach to energy transition and...
May 11, 20252 min read


Private Wealth Race Opens New Frontier for Alt Managers
Peter Aliprantis, Partner and Head of Private Wealth Americas at EQT, discusses the rapidly evolving private wealth channel for alternative investments in this Alt Goes Mainstream podcast. Having joined EQT in October 2024 after 12 years at TPG Angelo Gordon, Aliprantis brings 25+ years of experience to the wealth management space. He identifies a fundamental shift where private wealth, once an afterthought for alternative asset managers, has become central to growth strategi
May 11, 20252 min read


Private Wealth Fuels Massive Shift in Alternative Assets
Michael Sidgmore, co-founder of Broadhaven Ventures and creator of the Alt Goes Mainstream podcast, shared insights on the convergence of private markets and private wealth in this Capital Allocators interview. While institutional investors typically allocate 20-50% to alternatives, private wealth portfolios hold just 2-5%.
May 11, 20253 min read


Private Markets Reshape Wealth Management Landscape
Karl Heckenberg, President of Constellation Wealth Capital, discusses how private markets have become a critical differentiator for wealth management firms on the Alt Goes Mainstream podcast. With his firm having closed a $1 billion fund dedicated to independent wealth managers, Heckenberg highlights how the most successful RIAs are leveraging alternative investments to compete with wirehouses.
May 11, 20252 min read


Private Wealth Expert Charts Private Markets Accelerated Evolution
Adam Bobker, Co-Head of Private Wealth Solutions at Fortress Investment Group, joined the Alt Goes Mainstream podcast to discuss the evolution of alternative investments in the wealth management space. With over 22 years of experience at BlackRock before joining Fortress, Bobker offers insight into how private market investments are becoming standard allocations for advisors beyond just ultra-high-net-worth clients. He argues that the once-niche world of alternative investmen
May 11, 20252 min read


Wealthy Investors Boost Private Equity Secondary Markets
Wealthy individual investors are pouring money into "evergreen" private equity vehicles, allowing large institutional investors to sell their fund stakes at higher prices despite the private equity industry's ongoing slump.
May 11, 20252 min read


Private Equity's New Debt Tactics Hit Lenders Hard
Private equity firms are increasingly using tiered debt structures in restructuring deals, creating a class system that favors large lenders while pushing others to the back of the line with massive losses.
May 10, 20252 min read


Private Credit Surge Reshapes Corporate Borrowing Amid Tariff Tensions
Private credit nearly quadruples market share as tariffs reshape borrowing landscape; 87% of sizeable U.S. companies remain privately held.
May 9, 20252 min read


Market Turbulence Creates "Golden" Opportunities Amid Deepening Liquidity Drought | Weekly Pulse
Private market giants are positioning recent market turmoil as a potential "golden" opportunity while actively deploying capital through strategic market dislocations.
May 9, 20256 min read


Apollo Delivers Record Q1 Fees Amid Market Volatility, Positions for "Fat Pitch" Opportunities
Apollo Global Management navigated market turbulence with confidence in Q1 2025, reporting record fee-related earnings (FRE) of $559 million (+21% YoY), spread-related earnings, and achieved record inflows of $43 billion, including $26 billion at Athene, its retirement services business. CEO Marc Rowan characterized the period as transitioning from "hyper US exceptionalism" to a more normalized market environment, where Apollo's principle of "purchase price matters" should sh
May 9, 20254 min read


Ares Earnings Results Show AUM Surpassing $0.5 Trillion as Diversified Model Proves Resilient Amid Market Volatility
Ares Management Corporation (NYSE: ARES) reported strong first quarter 2025 results with management fees up 18% year-over-year, fee-related earnings (FRE) up 22%, and after-tax realized income per share up 36% to $1.09 (beating estimates by $0.15). The company reached a significant milestone by surpassing $0.5 trillion in assets under management, reaching $546 billion (including $45 billion from the recent GCP International acquisition).
May 6, 20253 min read


Private Capital Navigates Trade War Volatility and Allocation Squeeze | Weekly Pulse
As President Trump's tariff policies drive significant market volatility, top firms like Apollo and KKR are aggressively deploying billions while institutional investors face a perfect storm of allocation pressures from both the "denominator effect" (public market volatility) and "numerator effect" (limited distributions from existing private investments).
May 3, 202511 min read


Blue Owl Capital Earnings Results: Permanent Capital Model Proves Its Worth as Markets Face Uncertainty
Alternative asset manager Blue Owl Capital reported first quarter 2025 earnings that showcased the resilience of its permanent capital model during a period of heightened market volatility.
May 1, 20253 min read


KKR Posts Record Earnings, Deploys $10B Through Market Volatility as Tariff Exposure Stays Limited
KKR reported Q1 2025 results on its 49th anniversary, delivering record fee-related earnings of $0.92 per share (up 22% YoY) while deploying over $10 billion in new investments since recent tariff announcements. The alternative asset manager raised $31 billion in new capital during the quarter, showcasing resilience amid market volatility driven by trade concerns.
May 1, 20253 min read
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