I spoke with
, the writer behind the Substack, and I finally got what it takes to “democratize private assets”.One approach is to incentivize financial advisors to distribute evergreen funds and enroll them in a 'university' established by one of the dominant firms in the market.
Alternatively, you can empower individuals by offering case studies and tools to help them conduct due diligence and select deals to join as Limited Partners (LPs), and it takes a lot of commitment and effort on their side.
We mainly used private real estate examples, but we covered a broad range:
The information imbalance in private assets
Who are the retail LPs?
How they can try to achieve some Alpha
The critical advice to get started
How the value of private investing goes beyond returns
Why AI is the biggest unlock for democratization
The power of memes!
LINKS
Accredited Investor Insights:
Leyla on LinkedIn: https://www.linkedin.com/in/lkunimoto/
Related episode on Private Equity Education with Ludovic Phalipou:
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Related tweet: https://x.com/NicoGladia/status/1934997429520150573
This episode was produced by Orama - a video and podcast studio for B2B brands https://orama.tv/
ABOUT ACCREDITED INVESTOR INSIGHTS
is one-of-a-kind: the only voice offering a perspective from the LP seat. We cover both the good and the not so good—and often, useful resources (like articles and reports)—drawing on insights from hundreds of deals and numerous conversations with sponsors, LPs, and service providers.Whether you're new to investing or a seasoned pro, our goal is to provide you with the insights and information you need to succeed. Join us on this journey as we strive to elevate the standards of investment education and due diligence for Accredited Investors everywhere.
ABOUT THE INVESTOLOGY PODCAST
A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.
ABOUT GEORGE ALIFERIS: INVESTOLOGIST & HOST
With a background in investment management and selling sophisticated products to large institutional investors across Europe and Asia, George is now on a mission to find new ways to deliver better outcomes for investors.
Aside from the Investology podcast, George is a content creator for the finance industry and the founder of Orama a podcast and video agency.
He’s a CAIA Charterholder (Chartered Alternative Investment Analyst Association); and holds a Master’s from HEC, Paris
TIMESTAMPS
00:00 Introducing the “Private Assets Universities”
01:03 The Birth of Accredited Investor Insights
02:48 What does the Democratization of Alts really mean?
03:58 Who are the retail LP investors?
06:17 Paths to private market access
10:09 Challenges, nuances and opportunities in Private Assets
15:44 Advice for new investors
29:57 The role of AI in investment analysis for private real estate
32:23 The power of Social Media and content
36:20 Final Thoughts
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