The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Buyout secondaries trade in the nineties while venture trades at 60-80 cents
“Good quality buyouts, probably in the nineties. Venture and growth, very much name specific. So some managers still very difficult to access. So you pay an access premium, but probably more like 60 to 80 cents on the dollar because there's a little bit of skep…”
Nigel Dawn Apr 8, 2024 ▶ 19:05 Nigel Dawn - Secondaries in Private Markets (EP.378)
Assertion Supported
Dawn: Traditional buyout managers are launching single-asset continuation secondary funds
“What we're seeing right now, I would say a fairly new development is traditional buyout managers actually looking to set up their own secondary funds, just focused on investing in single asset continuation funds.”
Nigel Dawn Apr 8, 2024 ▶ 21:41 Nigel Dawn - Secondaries in Private Markets (EP.378)
Assertion Supported
Dawn: $20B in Single-Asset Continuation Funds Closed Last Year
“And there was about twenty billion dollars of single asset continuation funds done last year out of fifty billion dollars of GP driven transactions executed.”
Nigel Dawn Apr 8, 2024 ▶ 24:28 Nigel Dawn - Secondaries in Private Markets (EP.378)
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