Jason is a Consultant located in our New York office. He has over 20 years of institutional investment experience and serves a diverse client base, including corporate and public defined benefit and defined contribution plans, endowments & foundations, and high net worth clients. His responsibilities include asset allocation, investment manager research, portfolio structuring, risk analyses, and client education presentations.
Institutional Exit vs. Retail Entry: Rebalancing the Private Market Ecosystem
Hybrid-CFA Society NY 1540 Broadway, 10th Fl, New York, NY, United StatesOverview As private markets face a structural reset, navigating the shifting landscape requires a fresh playbook. Join us at this year's event as we break down the compounding liquidity squeeze, analyzing how a stalled market has fundamentally altered institutional investor priorities—sparking a definitive shift toward distributed paid capital (DPI) over the internal rate of return (IRR), [...]
Alternative Investments, Conference / Seminar, Interest Group, Virtual Events & Programming
