Future Standard

8 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Nov 24, 2025 by Mike Kelly · said 17 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Ted Seides (9), Mike Kelly (8)

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Everything said about Future Standard, oldest first

Nov 24, 2025 positive
Insight
Kelly: Middle-Market Private Equity Sponsor Networks Take Years to Replicate
“You could try to replicate this, but it would take many, many years to replicate this business, and you can't replicate several hundred relationships overnight.”
Mike Kelly Nov 24, 2025 ▶ 35:04 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Nov 24, 2025 neutral
Assertion Not checkable as stated
Kelly: Mega-Cap Alts Managers Finance Companies That Were Historically Public
“They're providing equity and credit capital to companies that 10 years ago would have been publicly traded. That is the upper middle market.”
Mike Kelly Nov 24, 2025 ▶ 50:05 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Nov 24, 2025 neutral
Insight
Kelly: Private Equity Capital Has Become an Undifferentiated Commodity
“There's a lot of capital out there, and capital has become more and more of a commodity. Everyone in that ecosystem, you need to prove why you're not just a commoditized Piece of capital.”
Mike Kelly Nov 24, 2025 ▶ 35:51 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Nov 24, 2025 neutral
Insight
Kelly: Credit Managers Need Workout Capabilities Because Problems Always Arise
“As with all forms of credit. It's not just someone who can source and originate and underwrite credit, but also someone who can deal with problems when they arise and credit problems always arise.”
Mike Kelly Nov 24, 2025 ▶ 25:55 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Nov 24, 2025 neutral
Insight
Kelly: Buying Poor-Quality Companies Works if Improvement is Mispriced
“Somebody who says, well, I like to be long, high quality companies and short, poor quality companies. Well, I wouldn't mind being long a poor quality company if it's going to get better, if I have a variant view on that and vice versa.”
Mike Kelly Nov 24, 2025 ▶ 11:44 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Nov 24, 2025 bullish
Opinion
Kelly: Private Credit Boom is Driven by Structural Demand, Not a Bubble
“If you look at the sheer amount of economic activity, US GDP going from 11, 12 trillion of GDP pre-great financial crisis to 30 trillion today. The number of banks and the consolidation in banks and their move away from lending to private companies and middle …”
Mike Kelly Nov 24, 2025 ▶ 52:01 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Nov 24, 2025 neutral
Insight
Kelly: Unmet Liquidity Expectations Are Private Markets' Biggest Systemic Risk
“The bigger risks revolve around this idea of management of expectations, ensuring that why investors are embracing this match up with what can be delivered. It's awareness, education, and expectations management where it has the greatest surface area for risk.”
Mike Kelly Nov 24, 2025 ▶ 52:31 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Nov 24, 2025 neutral
Opinion
Kelly: Few Alternative Investment Firms Are Well-Equipped to Serve Private Wealth
“Still to this day, there aren't many firms that are well equipped to bring their offerings to the private wealth market.”
Mike Kelly Nov 24, 2025 ▶ 32:27 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
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