Drawdown Vehicles

topic on 1 show · 3 statements across 2 episodes

Capital Allocators

3 statements about Drawdown Vehicles, every show

Mogelof: Drawdowns Yield Higher IRR, but Evergreens Yield Higher MOIC
“All else equal, you would see the IRR of one of our private equity drawdown vehicles, for example, higher than the expected IRR that you'd find in an evergreen private equity solution. Having said that, because you're investing fully invested day one, your mul…”
Eric Mogelof May 19, 2025 ▶ 38:01 Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
CAPITAL ALLOCATORS Prediction Not checkable as stated
The 2020 crisis may accelerate asset manager adoption of drawdown vehicles
“I think one of the issues that may come out of this current crisis, Is that for those few managers who were willing to just play it more informally, they're going to be processing the advantage that some of those managers with the legal draw had, and it may ac…”
Andy Golden Apr 23, 2020 ▶ 21:25 Andrew Golden – Navigating Princeton's Endowment Through (Another) Crisis (Capital Allocators, EP.133)
Dislocation drawdown vehicles force allocators to suboptimize their portfolios
“I have long been frustrated by a trend among Marketable managers to create drawdown vehicles to be used in market dislocations because it causes us to suboptimize our portfolio.”
Andy Golden Apr 23, 2020 ▶ 20:14 Andrew Golden – Navigating Princeton's Endowment Through (Another) Crisis (Capital Allocators, EP.133)

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