Marketing Commentary & Insights

Discover how to evaluate a private equity platform for financial advisors, including fees, conflicts, manager due diligence, reporting and capital calls.

Explore semi-liquid funds, repurchase limits and liquidity risks, and compare their structure with a vintage-diversified program of drawdown funds.

Explore AI adoption in middle market companies, including operating costs, execution risks and the evidence private market investors should request.

Compare drawdown funds vs. interval funds, including capital calls, liquidity limits, repurchase rules, fees and key considerations for financial advisors.

Explore Ivy League endowment asset allocation, FY2025 portfolio data, and how alternatives, spending needs and liquidity shape the endowment model.

Learn what drives the J-curve in private equity, how cash flows differ from returns, and how fees, subscription lines and vintage diversification affect it.

Explore private credit in sports, media and entertainment, including repayment sources, collateral, lender protections and the risks of these financings.

Explore private market portfolio rebalancing, the denominator effect, commitment pacing and secondary sales, including liquidity limits and transaction costs.

Learn how a high-water mark affects hedge fund performance fees, with a worked example, a hurdle rate comparison and key fund terms investors should review.

Compare MOIC vs IRR with formulas and examples. Learn how cash-flow timing, unrealized value, fees and subscription credit facilities affect each metric.

Explore private equity in defense technology, including growth investments, buyouts, procurement timelines, government programs and sector-specific risks.

Learn how a hurdle rate works in private equity, how it differs from a preferred return, and how catch-ups and waterfall terms affect profit distributions.