Business Breakdowns

Alternative Investing: Alts For All - [Business Breakdowns, EP.234]


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 This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss what this development could mean for all the counterparties involved.

We put some numbers around the opportunity, cover what asset managers might be best positioned to capture it, the strategies that most naturally fit, and some of the risks to the investor base. It is a fascinating theme that I expect to continue gaining momentum. Please enjoy this Breakdown on Alternative Investing. 

For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ here.⁠⁠⁠⁠

—-

This episode is brought to you by Portrait Analytics⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before.

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Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠.

Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠).

Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:02:47) The $4 Trillion Opportunity in Alternative Investments

(00:04:13) Headlines and Market Concerns

(00:07:09) Regulatory Changes and Historical Context

(00:09:31) Private Wealth Channel and Product Evolution

(00:10:29) Investor Education and Liquidity Considerations

(00:15:34) Future of Private Markets and Alternative Investments

(00:27:27) The Role of Major Players and Market Dynamics

(00:45:18) Lessons From the Alternative Investing  Industry 

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