Fireside: A view from the buy side: Conviction, discipline, and the hunt for alpha in secondaries
– Stress-testing NAV assumptions and building pricing frameworks robust across vintages and cycles
– Weighing high-conviction concentration against diversification, and the conditions that favour each
– What does it take to crack secondaries, where sourcing and culture matter as much as capital and brand?
– Weighing high-conviction concentration against diversification, and the conditions that favour each
– What does it take to crack secondaries, where sourcing and culture matter as much as capital and brand?