In this podcast, Dave Taiclet, General Partner & Managing Director of Lewis & Clark Partners, leads a discussion on differentiating private market investing strategies for Catholic Institutions and provides practical ideas on portfolio construction and asset allocation, and dispels several common misconceptions regarding private market portfolios.
Highlights
- Having diversity across the private markets is vital for ensuring that investors have opportunities to gain exposure to different types of investments, each with its own risk-return profiles, investment strategies, and growth potentials
- As markets and economic conditions shift over time, it is essential for investors to maintain a diversified private markets portfolio to weather different situations and capitalize on emerging trends and opportunities
- The evolution of private markets underscores the importance of being adaptable and staying informed about the latest trends and developments in technology, climate and sustainability, and other industries that may present new opportunities for investment.
- Why it is crucial for investors to be aware of the changing dynamics of private markets, such as the increasing role of non-bank lenders and the emergence of new platforms for investing, such as fund of funds
- The importance of vintage diversification in venture capital and private markets
- Exposure over different vintage years allows investors to capture a wider set of opportunities
- Consistent exposure and not timing the markets is essential for success in private market
- Strategies for advising companies on managing cash and banking
- The importance of diversification and governance in private markets
- Ways of incorporating values and faith into private markets businesses
Episode Resources - Connect with Catholic Investment Services
- https://catholicinvest.org/about-us/
- https://catholicinvest.org/about-us/#board-of-trustees
- https://catholicinvest.org/contact-us/
- Connect with Dave Taiclet
- https://lewisandclarkagrifood.com/
- https://www.linkedin.com/in/davetaiclet
