Artwork

Contenido proporcionado por teamwealthmatters@gmail.com and WE Family Offices. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente teamwealthmatters@gmail.com and WE Family Offices o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

The Changing Terrain of Private Markets

15:48
 
Compartir
 

Manage episode 430660673 series 3489092
Contenido proporcionado por teamwealthmatters@gmail.com and WE Family Offices. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente teamwealthmatters@gmail.com and WE Family Offices o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, head of investments, to discuss current challenges and opportunities within the private markets amidst recent economic conditions. Their discussion covers the impact of valuation declines, liquidity issues and the extended holding periods that have tested private investors' patience.

Key points discussed include:

  • Assessing your investment capacity: Is private investing suitable for you?
  • What’s driving the lack of patience for private investors and how to maintain patience amidst volatile market conditions?
  • The significant decline in deal activity and its impact on liquidity and holding periods.
  • The importance of financial planning and cash flow analysis in private investing, including opportunities in secondary markets at discounted rates.

Michael and Matt emphasize that while the private market landscape is challenging, remaining vigilant and understanding the underlying health of investments can yield significant rewards over the long term. They also highlight the critical need for investors to assess their capacity and tolerance for illiquid assets before committing to private investments.

As always, if you have any questions or need further insights into your investment strategy, please don't hesitate to contact us.

  continue reading

39 episodios

Artwork
iconCompartir
 
Manage episode 430660673 series 3489092
Contenido proporcionado por teamwealthmatters@gmail.com and WE Family Offices. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente teamwealthmatters@gmail.com and WE Family Offices o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, head of investments, to discuss current challenges and opportunities within the private markets amidst recent economic conditions. Their discussion covers the impact of valuation declines, liquidity issues and the extended holding periods that have tested private investors' patience.

Key points discussed include:

  • Assessing your investment capacity: Is private investing suitable for you?
  • What’s driving the lack of patience for private investors and how to maintain patience amidst volatile market conditions?
  • The significant decline in deal activity and its impact on liquidity and holding periods.
  • The importance of financial planning and cash flow analysis in private investing, including opportunities in secondary markets at discounted rates.

Michael and Matt emphasize that while the private market landscape is challenging, remaining vigilant and understanding the underlying health of investments can yield significant rewards over the long term. They also highlight the critical need for investors to assess their capacity and tolerance for illiquid assets before committing to private investments.

As always, if you have any questions or need further insights into your investment strategy, please don't hesitate to contact us.

  continue reading

39 episodios

Todos los episodios

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida