In this episode of RPM, Ted Panarese and Aditya Fontana-Raina, New York-based Managing Directors on our private equity team, join co-host Anna Marcus to explore whether emerging managers truly represent a disproportionate source of risk, or if the opportunity has been mischaracterized. They cover:

• Revisiting the case for emerging managers (3:02)
• What the data says about early-fund outperformance (4:12)
• The ideal Fund I profile (6:41)
• Risks with Fund I investing (11:15)
• Building a disciplined emerging manager playbook (13:52)
• Risk management at the program and portfolio level (16:36)
• Key takeaways (21:32)

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