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Episode 277: Breaking Down Evergreen Funds: Flexibility, Transparency, and Performance
- 2025/02/21
- 再生時間: 31 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, welcomes Fabian Korzendorfer, Partner with StepStone’s Private Debt research team, for an in-depth discussion on Evergreen Funds: A Compelling Tool for Private Markets. Fabian joins from Switzerland to share his expertise on how evergreen funds provide flexibility, liquidity, and efficiency, making them an increasingly attractive option for both institutional and individual investors. Together, they explore the structural advantages of evergreen funds over traditional drawdown models, their impact on portfolio diversification, and why private debt is particularly well-suited for this investment vehicle. Stewart and Fabian also dive into how evergreen funds manage liquidity, their role in mitigating the J-curve effect, and their growing appeal to insurance investors navigating capital efficiency and regulatory considerations. Fabian offers insights into the operational and reporting benefits of these funds, along with career advice for finance professionals looking to navigate the evolving landscape of private markets. Tune in for a thought-provoking conversation that unpacks the rising prominence of evergreen funds and their potential to reshape private market investing.
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