The Ledger
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Barth: General Atlantic uses an AI bot on its investment committee
“I mean, I think what GA is doing is really cool in terms of having an AI bot on their investment committee, thinking about investment decisions they made in the past and having that institutional memory in a bot.”
Barth: Private markets will see slower realizations rather than valuation volatility
“Obviously, they all have to get audited, and it all has to be gap, and you've got to get Houlihan Loki or someone else to sign off on the valuation, but I don't think you're going to see the volatility in private markets. You're just going to see a real slowdo…”
Barth: Ivy League endowments are structurally tax-efficient through VC and low-turnover equity
“The big Ivy League endowments haven't been huge private credit owners. They've done a lot of Growth equity in VC, it's actually pretty tax efficient, and they've done a lot of public equity that's not been high turnover.”