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Q2_2024_PitchBook_Analyst_Note_Establishing_a_Case_for_Emerging_Managers
This document explores the performance of emerging versus established managers in the private fund industry, focusing on buyout, venture capital, real estate, and private debt strategies.
LinkIn it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently w... See more
Patrick OShaughnessyx.com
Bill Ackman Manages Over $8.7 Billion in Assets
Achieved 373% accumulative return 2004-2010.
A 58% return in 2019!
He makes all of his Analysts read these 11 books:
📚 https://t.co/XomKpXdDVI
Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.comStrategy Beyond the Hockey Stick: People, Probabilities, and Big Moves to Beat the Odds
amazon.com
The Business of Expertise: How Entrepreneurial Experts Convert Insight to Impact + Wealth
David C. Baker • 6 highlights
amazon.com
- Ben learned more from interviewing executive candidates than anything else
Erik Torenberg • Ben Braverman (Chief Customer/Revenue Officer at Flexport)
Heard from LPs this week:
Latest Cambridge Associates VC benchmarks out (Q3 ‘24).
2015 Vintage Funds DPI
Median Fund: 0.49x
Upper Q Threshold: 1.13x
Top 5% Threshold: 2.66x
#choosewisely
Meghan Reynoldsx.com