Navigating Private Markets
Mario discusses the challenges of investing in private equity, emphasizing the importance of portfolio construction over individual deal selection. He highlights the delicate balance managers must strike between investing capital and managing risk, as limited partners often pressure them to deploy funds. Additionally, he argues that data and analytics are crucial for effective portfolio management, which is often overlooked in the industry.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
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