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In: private capital

12 OctA Challenging Validation, “a Contrario”


Over the past two weeks, the conversation and the exchange of emails with a highly reputable and quant skilled professional in…

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05 JunThe Neglected Weight of Time (in Private Equity History and Valuation)


There are instances, you would agree, when putting time in perspective can make a real difference. Think about the history of…

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03 AprPink Floyd’s Private Equity Songs


The temptation of another private equity musical license was too strong to resist – the titles of some of the most…

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21 FebStranded Capital, Fire Sales Or….


I wrote in my previous post that actual durations of PE funds are longer than those that are the perceived industry…

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12 JanPE Duration Disambiguated (Smooth Capital)


Getting responses to questionnaires is an art and I can’t say I master it. Nevertheless, I had a few especially kind…

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