Josh Koplewicz, managing partner of Thayer Street Partners, appeared on Capital Allocators to discuss his boutique private equity firm's unique positioning in an increasingly underserved market segment. Speaking with host Ted Seides, Koplewicz identified a critical funding void emerging in the $5-50 million capital market as massive private credit firms consolidate around larger deals while smaller banks retreat post-SVB collapse.

Private markets face unprecedented challenges as State Street data shows PE underperformed public stocks across all timeframes for first time since 2000, while DoubleLine's Gundlach warns of CDO-like euphoria. Major firms pivot to Europe expansion amid frozen IPO markets, distressed opportunities in France, and growing retail access concerns. BlackRock targets $400B fundraising by 2030 as industry grapples with exit backlogs and liquidity mismatches threatening institutional

Private markets titans gathered at SuperReturn 2025 in Berlin delivered a sobering assessment of an industry grappling with what Julian Salisbury of Sixth Street Partners called "bad vintage assets" that have created systemic "indigestion" throughout the market.

SEC Commissioner Hester Peirce delivered a forceful call for dismantling barriers that exclude retail investors from private markets, going so far as to advocate for complete "elimination of the accredited investor standard."

Cesar Estrada, private markets head at Arcesium and former State Street executive who managed $1 trillion in assets, warns that alternative asset managers face a critical technology bottleneck as they diversify beyond traditional strategies. Speaking on the Alt Goes Mainstream podcast, Estrada argues that firms expanding into evergreen funds, wealth management, and asset-based finance are hitting operational walls that threaten growth.

Dr. Ashby Monk, Executive Director of Stanford Research Initiative on Long Term Investing, reveals how pension funds, sovereign wealth funds, and endowments—managing $140 trillion globally—operate fundamentally differently from typical businesses.

Insurance giants pivot 62% into private assets as inflation fears drive $14T sector away from traditional investments toward illiquid markets.

Private credit has lost its edge as "undiscovered" opportunity, warns Oaktree's Howard Marks amid $1.5T market growth.

In a recent Financial Times piece, Oxford professor Ludovic Phalippou mathematically dismantled private equity's favorite performance metric, revealing that Internal Rate of Return (IRR) calculations are fundamentally flawed and deliberately misleading. Major firms like KKR claim 25.5% gross IRRs since 1976, while Apollo boasts 39% gross returns—numbers that would theoretically create impossible wealth levels exceeding global GDP if actually sustained.

What's Happening SEC Chairman Paul Atkins announced plans to reconsider longstanding rules that limit retail investor access to private...

Private market assets grew at an 11.1% compound annual growth rate from 2014 to 2024, far outpacing the broader asset management industry's 6.5% growth, according to BCG's Global Asset Management Report 2025. Semi-liquid funds have grown fivefold to over $300 billion since 2020, as asset managers race to package private investments for retail clients who control 48% of global assets.

In-house counsel salaries increased 2.8% in 2025, with 60% considering job changes amid concerns about resources and job security.

Ballistic Ventures partners will speak on cybersecurity trends, venture capital, and policy at the 2025 RSA Conference in San Francisco.

Juniper Square forms expert council to provide insights on private markets policy and regulation amid evolving landscape.

According to the Financial Conduct Authority's recent multi-firm review of private market valuation practices, while many firms demonstrate good practices, significant gaps remain in conflict management, independence, and handling of ad hoc valuations during market disruptions.

EQT AB repurchased 602,996 shares for SEK 181.7 million during week 14 of 2025, as part of its ongoing share buyback program.

Private credit thrives in volatility as KKR's Pietrzak sees opportunity in uncertain markets while remaining vigilant about recession risks.

Private equity firms are pivoting from large platform acquisitions to strategic add-on deals and operational improvements as the market prep

EQT AB repurchased 571,000 of its own shares between March 24-28, 2025 as part of its ongoing share repurchase program.

Korea Zinc's current management retains board control at AGM, with strong shareholder support and key governance changes approved.