This content is from: Portfolio GMO: There’s Joy in Missing Out “A year ago, where we had the flexibility to move to liquid alts, we wanted to do that with as much rope as someone would give us,” says Ben Inker. By Julie Segal January 31, 2023
This content is from: Portfolio How ‘Solvency Theater’ and Valuation Tricks Are Keeping the ‘Everything Bubble’ Inflated Managers are praying for the economy to recover before they have to mark investments “to reality,” argues Arena Investor’s Dan Zwirn. By Julie Segal January 31, 2023
This content is from: Portfolio Here’s Why the Illiquidity Premium Is a Bad Reason to Invest in PE Investors go into private markets knowing they can’t easily sell their funds — an expectation that eliminates the compensation for tying up their money. By Julie Segal January 25, 2023
This content is from: Portfolio This Changes Everything for Hedge Fund Managers “The higher the cost of money, the lower the competition,” says Avenue Capital’s Marc Lasry on the risk-free rate. By Julie Segal January 18, 2023
This content is from: Portfolio Experts Spent Years ‘Angst-ing’ Over Value. In the End, the Answer Was in the Textbook. “The answer was there. It was right in front of us,” says Prudent’s Daniel Berkowitz. By Julie Segal January 09, 2023
