Mike Kelly
9 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Nov 24, 2025 by Mike Kelly · across every show →
On the record as a speaker too: Mike Kelly's record, appearances and statements → this page counts the times other people say the name.
Everything said about Mike Kelly, oldest first
Nov 24, 2025 positive
Nov 24, 2025
Nov 24, 2025 positive
Kelly: Building Asset Managers is Less Competitive Than Stock Picking
“There are a lot of people fishing in that pond, but actually building asset management companies and managing them, there seemed to be nobody that sets out to do that. I thought maybe that is my career path. If I can do that, there are a few people fishing in …”
Nov 24, 2025 positive
Kelly: Wealth Platforms Should Evolve to Create Proprietary Alts Strategies
“Just like Netflix eventually came to the conclusion that building your own TV and movie studio and putting it through your own pipes might be a good idea, as long as the quality content is high. I thought, we can do that here.”
Nov 24, 2025 neutral
Nov 24, 2025 neutral
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.”
Nov 24, 2025 neutral
Kelly: Evergreen Private Equity Will Yield 12% to 13% Net Returns
“The trade-off, and there's always trade-offs, include the fact that these are not liquid strategies, so they're in semi-liquid structures, that you're not going to generate The same level of returns in a private equity evergreen structure as you will in a priv…”
Nov 24, 2025 bullish
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 …”
Nov 24, 2025 neutral
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.”