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Resources

Insights for private markets GPs

Explore expert perspectives, market trends, and practical tools designed to help private markets firms scale smarter. From fundraising and investor relations to AI-driven operations, our resources give GPs the edge to outperform.

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[Infographic] Building the Tech Stack for the Now Generation of LPs

Retail investors are reshaping the private markets, and GPs need a modern tech stack to meet their needs.

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From 60/40 to Alternatives: How Wealth Portfolios Are Being Rebuilt

Phil Huber discusses how interval funds, multi-manager strategies, and improved liquidity frameworks are reshaping access to private equity and private credit for advisors.

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The Leadership Playbook Behind Scaling a National Retail Portfolio

Jahan Moslehi traces Bridge33’s evolution from its very first deal to a national portfolio, while unpacking why retail has proven far more resilient and misunderstood than many investors assume.

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[Infographic] 2025 Top Fundraisers

These GPs, grouped by equity managed on Juniper Square's GPX operating system, were the most successful fundraisers of 2025.

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Breaking Down the "Doug" Problem

The "Doug" problem occurs when a firm’s key partners have critical interactions with investors that never make it into a centralized system.

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Why Private Wealth is Still Under-Allocated in Private Markets (and What Changes That)

Chris Schelling explores how private markets have matured, why education remains a critical gap in the wealth space, and what it really takes to allocate capital effectively in opaque and complex markets.

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[Infographic] How AI Is Changing the Game For Private Credit

See how AI can solve key private credit challenges.

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How Silos Spoil Fundraising Efforts

IR professionals are under pressure to move faster, do more with less, and deliver a consistently high-touch LP experience, but the same four silos slow down most teams.

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What Real Estate Leaders Get Wrong About Cycles, Capital, and Conviction

Willy Walker of Walker & Dunlop walks through his unconventional path into real estate, from early career experiences in Latin America to returning home to help scale a multi-generational family business.

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The FinCEN Delay Is a Pause, Not a Pass

The FinCEN AML Rule delay to 2028 offers a reprieve, but risk doesn’t pause. Explore why GPs and executive leadership should maintain focus on compliance obligations during the extension.

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Operational Alpha Over Scale: Why Focused Real Estate Platforms Are Winning

Jeff walks through his career from investment banking to global real estate investing and explains how those experiences shaped his approach as Chief Investment Officer at Buckingham.

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Building an Enduring Real Estate Platform Through Focus, Discipline, and Succession

Explore the evolution of Ram Realty Advisors and the strategic decisions that shaped its transition from family capital to institutional platforms.