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.
The Inefficiency Advantage: Why the Best Alpha Lives in Private Markets' Hidden 90%
Brandon Sedloff and Raphi Schorr explore what makes inefficient markets the last bastion of alpha in private investing.
Institutional and Private Wealth as Equals: Nearly $100 Billion Built From Day One
Brandon Sedloff and David Weisburd explore the hidden psychology behind venture capital fundraising and LP decision-making.
The Platform Architect: Why Decision Architecture and Succession Planning Are Private Markets' Next Competitive Edge
Brandon Sedloff and Mike Cordingley explore what it takes to build durable, scalable private markets firms in an era of constant disruption.
Against the Rate Cut Consensus: Floating Rate Credit, Consumer Resilience, and a Higher-for-Longer Decade
Brandon Sedloff and Elizabeth Burton explore the shifting landscape of institutional investing, macro strategy, and the growing case for credit over traditional private equity allocations.
Operational Alpha at Any Scale: How a $300 Billion Platform Invests Like a Sector Specialist
Lowell Baron and Brandon Sedloff trace the evolution of Brookfield's real estate business from a small balance sheet investor into a global platform.
Venture's Full Stack: Credit, Secondaries, and 30 Years of Relationship-Driven Alpha
Brandon Sedloff and Aaron Gershenberg sit down in California's wine country to explore his unconventional path from economic development work and real estate consulting to building SVB Capital into a $10 billion platform, then relaunching after the bank's collapse as Pinegrove, backed by Sequoia Heritage and Brookfield.
Picking Winners Late in the Race: Why Venture Secondaries Are a Decade-Long Opportunity
Brandon Sedloff sits down with Mike Boggs of Revelation Partners and Justin Burden of Industry Ventures at the Venture Secondaries Summit to explore how venture secondaries have evolved from a tool for distressed sellers into an institutional liquidity engine for private markets.
The Overcaution Discount: How Tightening Supply Makes Today's Commercial Real Estate Undervalued
Hessam Nadji, President and CEO of Marcus & Millichap, joins Brandon Sedloff to share his remarkable journey from immigrating to the United States from Iran to leading one of the largest commercial real estate brokerage firms in the country.
Demographics as Destiny: Building a $21B Platform on Mission-Critical Real Estate
Brandon Sedloff and Al Rabil discuss navigating real estate cycles, building investment platforms, and identifying mission-critical assets with decades of demand ahead.
The Legal Catbird Seat: How Data and AI Are Reshaping Private Credit and Fund Finance
Brandon Sedloff and Matt Schwartz explore the evolution of fund finance and private credit on The Distribution.
A Contrarian's Vindication: Why Grocery-Anchored Retail Is Entering a 7-Year Rental Growth Super Cycle
Brandon Sedloff and Brian Kosoy explore the transformation of retail real estate from distressed contrarian bet to institutional favorite.
Why Market Returns Require More Than Market Risk: An 80-Year Diversification Playbook
Michael Levy joins Brandon Sedloff for a wide-ranging conversation on leadership, institutional evolution, and the long arc of building durable businesses.