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Wealth Management Invest: The Role of Secondary Markets in Private Wealth with Coller Capital’s Jonathan McEvoy

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Manage episode 506416024 series 2712767
Content provided by WealthManagment Invest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WealthManagment Invest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and private credit secondaries, their benefits to advisors and clients and how Coller Capital uses semiliquid funds to deliver its strategies.

Key Points :

  • The evolution of the secondary market from niche beginnings to a $160 billion-plus annual transaction space
  • How secondaries provide liquidity, diversification and reduced risk through seasoned portfolios
  • The advantages of semiliquid fund structures for private wealth investors
  • The growing importance of education for advisors and clients when approaching secondaries

Connect With David Bodamer:

Connect With Jonathan McEvoy:

Resources:

  continue reading

109 episodes

Artwork
iconShare
 
Manage episode 506416024 series 2712767
Content provided by WealthManagment Invest. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by WealthManagment Invest or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Wealth Management Invest, host David Bodamer talks with Jonathan McEvoy, managing director, Investor Relations and head of Private Wealth Secondaries Solutions Distribution at Coller Capital, to explore how secondaries provide an additional access point to private markets. Jonathan shares the growth story of private equity and private credit secondaries, their benefits to advisors and clients and how Coller Capital uses semiliquid funds to deliver its strategies.

Key Points :

  • The evolution of the secondary market from niche beginnings to a $160 billion-plus annual transaction space
  • How secondaries provide liquidity, diversification and reduced risk through seasoned portfolios
  • The advantages of semiliquid fund structures for private wealth investors
  • The growing importance of education for advisors and clients when approaching secondaries

Connect With David Bodamer:

Connect With Jonathan McEvoy:

Resources:

  continue reading

109 episodes

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