In this episode of Clear Conversations, John Sleeting sits down with Tyler Beachler, Deputy Chief Investment Strategist at Clearwater Capital, for a clear, practical introduction to the world of private markets. Building on earlier conversations about the entrepreneurial life cycle, they explore how business owners navigate the startup, growth, and maturity phases and the legal, tax, and financial planning considerations that matter most at each stage. John and Tyler also unpack how private market investing differs from the public markets many investors know well, and why success in this space often demands a more personalized approach.
Tyler offers an inside look at what it truly takes to evaluate private market opportunities, from identifying top-tier managers to understanding the operational groundwork behind every investment. He walks listeners through Clearwater's private markets platform and the rigorous due diligence process that informs each decision. The conversation also touches on the growing movement to democratize private markets, the new risks that come with expanded access, and how strategies like secondary investments and co-investments are reshaping capital allocation.
Throughout the episode, John and Tyler reinforce one core message. A thoughtful, tailored investment strategy built around long-term client goals matters far more than chasing the latest market trend.
Disclosures:
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. A Qualified Purchaser is a specific designation under U.S. securities laws, defined in Section 2(a)(51) of the Investment Company Act of 1940 and is more stringent than that of an accredited investor. This status is intended to identify individuals or entities with sufficient wealth or investment sophistication to participate in certain high-risk or complex investment opportunities, such as private investments and hedge funds that rely on exemptions from registration under the Investment Company Act and otherwise unavailable to the general public. Qualified Purchasers are individuals or family-owned companies having $5 million or more in investments, such as stocks, bonds, and other securities, not including a primary residence. The Global Family Office Report can be found through UBS. Clearwater Capital Partners is not affiliated with UBS. John Sleeting and Tyler Beachler are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. John Sleeting sits on the Advisory Board for the Family Wealth Alliance (FWA). Clearwater Capital Partners is a member of the Family Wealth Alliance (FWA).
