private managers
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 29, 2023 by Adam Blitz · across every show →
Everything said about private managers, oldest first
May 29, 2023 bearish
Blitz: Recent flood of private illiquid managers will fail to meet expectations
“Many managers have come out recently to meet this demand, and we just don't think the results collectively are going to be what people want, but they might not really care because the people in the seats making those decisions might change by the time the poor…”
Sep 26, 2024 bullish
Moodgal: Private fund payouts will rotate into public rather than private managers
“What's going to happen, and I think you've very elegantly said it as well in one of your recent pieces, is as these private managers start to pay out
I think a lot of that money will start going into public managers, not into private managers, like people thin…”