- Head of Late-Stage Growth
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The views expressed are those of the speaker at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
How could Trump 2.0 impact late-stage private companies? Matt Witheiler, head of late-stage growth, explores the potential impact of inflation and tariffs on the late-stage market in 2025.
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The IPO market inflection
Our late-stage private market experts explore how a small cohort of scaled, AI-driven IPOs could reshape distributions, public-market structure, and exit decisions across the venture ecosystem.
Reframing private-equity risk: a fundamentals-based perspective
When it comes to sizing private-equity allocations, a debate has emerged about the best "yardstick" for volatility. Our experts propose an approach that grounds risk assessments in fundamentals and supports a role-based allocation framework.
CLO equity’s role in asset allocation
We discuss CLO equity's role in asset allocation, highlighting its potential income and diversification benefits. In addition, we explore its potential fit alongside private equity, private credit, and public equity allocations.
Physical AI, robotics, and Encord
Greg Wasserman, Head of Private Climate Investing, explores the rise of physical AI across robotics, drones, and autonomous systems, and the growing role of machine vision and data infrastructure in enabling real-world deployment.
The role of secondaries in venture and growth private equity
Our experts discuss how secondaries are reshaping venture capital and growth markets, offering liquidity and strategic portfolio diversification opportunities.
Private credit is not a monolith
In the wake of today’s private credit headlines, we examine why the asset class is more complex than it appears. We outline a three-dimensional framework, spanning assets, vehicles, and leverage, to help identify where risks are building and where they may be overstated.
Yes, climate change (still) matters in private markets
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
2026 Private Credit Roundtable
In this three-part video series, our private credit experts explore the evolving role of banks, where we are in the credit cycle, and potential AI/data center opportunities in private credit.
2026 Venture Capital Roundtable
Our three-part video series brings together experts from across our venture capital platform to explore opportunities outside of AI, how to identify quality among today’s noise, and what investors may be underestimating for the year ahead.
Private equity deep dive
We explore four key private equity questions to help investors better understand how these strategies compare and complement each other in a portfolio. In particular, we highlight the distinct opportunity sets, risk-return characteristics, and portfolio roles of venture capital and buyout strategies.
Private Market Perspectives 2025: Full Picture
At our Annual Meeting, we explored private markets trends, from private credit growth to opportunities across the credit continuum, powered by our integrated public and private insight.
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