Private Markets: Opportunities Across the Capital Structure

Описание: In "Private Markets: Opportunities Across the Capital Structure," Hayley McCollum and Brett Graffy summarize the current landscape for private equity and private credit. Hayley outlines private equity in the context of 2022's market downturn in the public markets, explaining the denominator effect, private equity resilience, vintage year diversification, and recent trends among investors and PE firms, including what Marquette is looking for in the coming months. From there, Brett updates on private credit; since last year, the market has continued to grab market share from liquid credit markets, especially in light of the regional banking crisis in early 2023. He then explains coverage ratios and financing in the market, as well as defaults and recovery rates. In summary, both asset classes continue to offer strong diversification benefits, but it is important to stick to commitment models in place and avoid timing the market.

This video is a recording from Marquette's 2023 Investment Symposium livestream. The opinions expressed herein are those of Marquette Associates, Inc. and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Past performance is not indicative of future results. For full disclosure information, please refer to the end of this presentation.

-------------------------------------------------------------------------------------

Subscribe to Marquette Associates’ YouTube Channel: https://www.youtube.com/c/MarquetteAs...
Join our LinkedIn community:   / marquette-associates  
Follow us on Twitter:   / marquetteview  

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request and on our website. For more information, please visit www.MarquetteAssociates.com.