Mike Kelly, Co-President and CIO of Future Standard, outlines long-term secular trends shaping alternative investment markets.
0:00 / 0:07exact quote · 7.0s
720p mp4 · rendered on demand · StarZero watermark
“Digitization and tokenization of private assets will come, and it's going to provide a significant amount of opportunities in the future.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Mike Kelly
PredictionOpen · timeframe Nov 2030
Kelly: Middle-Market Private Equity Outperformance Over Mega-Caps Will Accelerate
“So I do think that the outperformance that you've seen over time with middle market private equity funds over their large and mega cap peers Is only going to not just continue, but move even higher.”
Mike KellyNov 24, 2025▶ 45:08Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
PredictionNot checkable as stated
Kelly: 401(k) Plans Will Inevitably Integrate Alternative Assets
“Ultimately, we will see more partnerships between traditional asset managers and alternative asset managers that create structures like collective investment trust to be put into target date funds and for one K plans that have a mix of Liquid traditional inves…”
Mike KellyNov 24, 2025▶ 47:37Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
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 KellyNov 24, 2025▶ 11:44Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Opinion
Kelly: The Era of Financial Engineering in Private Equity is Over
“The days of financial engineering, your way to higher returns, in my view, are over.”
Mike KellyNov 24, 2025▶ 44:39Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
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 KellyNov 24, 2025▶ 52:01Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
PredictionHeld up
Kelly: Private Wealth Will Be the Fastest Growing Source of Alternatives Capital
“The demand from private wealth will be the fastest growing source of capital into alternatives for the foreseeable future.”
Mike KellyNov 24, 2025▶ 53:54Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 700 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.