Backing The Best Managers In Private Markets

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The views expressed reflect personal views of participants at the time of recording and not necessarily any third party and are subject to change. 

The information provided is for informational and illustrative purposes only and does not constitute investment advice or an offer to buy or sell any securities. Assets under management is an estimate that reflects total assets managed and advised on.

This recording contains certain forward-looking statements that reflect the participants’ current views. These statements are subject to many risks, uncertainties and factors which may cause future events to be materially different from these statements. Statements that reference past trends or activities should not be taken as a representation that such trends or activities will necessarily continue in the future.

The investment strategies and any performance discussed are strictly intended to be for illustrative purposes only and are not meant to be representative of any entire investment program. Investments risk loss of capital and there is no guarantee that an investment will achieve its investment objective. Private investments in particular involve significant risks and are intended for experienced and sophisticated investors.

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:04:31) Advantages of Private Equity Over Public Markets

(00:08:59) Talent Acquisition and Growth at SCS

(00:10:28) SCS's Wealth Management Strategy

(00:19:51) Challenges and Risks in Private Equity

(00:26:06) The Future of Wealth Management

(00:12:42) Trends in Private Equity

(00:20:14) Challenges and Risks in Private Equity1

(00:22:58) Building Successful Private Equity Partnerships

(00:26:06) The State of the Wealth Management Industry

(00:35:07) Lower Middle Market Buyouts and Independent Sponsors

(00:49:38) Introduction to Long Lake and Its Innovative Approach

(00:50:21) AI-Powered Tools for Homeowners Associations

(00:52:46) Permanent Capital Vehicles vs. Drawdown Funds

(00:54:26) The Rise of Holding Companies

(00:57:03) Emerging Trends in Venture Capital

01:05:44) The Role of Endowments and Liquidity Solutions

(01:10:40) Jake and Frank's Partnership

(01:13:57) The Kindest Thing Anyone Has Ever Done For Peter