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Resources

Capital market insights for modern private partnerships

Providing industry insights, content guides, and other Partnership Enablement resources to support our customers and their investment partners through every stage of partnership.

Christopher Zook Resources TN

Uncorrelated access: How GP stakes and alignment redefine private markets investing

Christopher Zook, Founder and CIO of CAZ Investments, brings over 30 years of experience in traditional and alternative asset classes and is a co-author of the #1 NYT bestseller "The Holy Grail of Investing".

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Special Series: Lower Middle Market Alpha with Jerome Nichols

President of Standard Real Estate Investments, where he is focused on new business development and investment sourcing, in addition to his involvement in all major decisions pertaining to the business.

Tom Hall Resources Thumbnail

Lower mid-market Alpha special series: Finding Alpha through focus

Tom Hall, Founding Managing Partner of GL Capital Partners, discusses real estate investment strategy, fund management, and navigating market cycles.

Charlie Ruffel Resources Thumbnail

Minority Stakes for Asset Managers: How GPs Are Using Strategic Capital to Scale

Discover how Charlie Ruffel, co-founder of Kudu Investment Management, navigates asset management M&A, investment philosophies, and the evolving landscape of private market distribution.

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Special Release - A Global Demographics Deep-Dive

Discover how demographic trends shape economies worldwide with Dr. Clint Laurent. Explore insights on China, India, Japan, the U.S., and more, covering workforce shifts, economic stability, and future growth.

Mark Shoberg Resources Thumbnail

From allocator to investor: A CIO’s take on the future of private capital

Mark Shoberg, Partner and Chief Investment Officer (CIO) at Capital Creek Partners, believes that generating investment alpha at Capital Creek Partners comes down to two key principles: identifying best-in-class managers and structuring alignment correctly.

Jonathan Glick Resources Thumbnail Updated

The next generation of real estate fund managers: People, capital, and strategy

Jonathan Glick, Founder and Managing Partner of Incubation Capital Partners, shares insights on the fundraising landscape, standing out as an emerging manager, unlocking capital, and where he’d allocate $150 million today.

Nancy Lashine The Distribution

Why real estate managers need more than just a track record

Nancy Lashine discusses the evolving role of real estate in investment strategies and how investment managers can cut through an overcrowded market to raise capital.

Resources thumbnail Troy March 2x

Speed to scale through concentrated diversification

Troy March explains the benefits of his “concentrated diversification” approach in a strictly separate accounts model, as well as how he’s achieved speed to scale to capture portfolio premium.

Resources thumbnail Todd Rich Declaration Partners

From patience to partnership: How family offices navigate private markets

Todd Rich discusses how managing family wealth differs fundamentally from managing institutional capital, his zeal for entrepreneurialism, and how his declaration “do good, do well, have fun” has guided him towards success.

Resources thumbnail Joan Solotar

Education as strategy: The key to adviser buy-in

Joan Solotar describes how Blackstone grew its private wealth division by 11x thanks to a commitment to advisor education, service, and long-term client returns.

Darren Fisk Resources thumbnail 540x560

From deals to durability: Building exclusively for RIA's

Darren Fisk explains why private wealth partnerships are critical to success, how to thrive across market cycles, and the market dynamics of multifamily.

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