Category: Newsletter
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Third Wire Counterweight Newsletter: April 2025
To subscribe to our newsletter, visit us on LinkedIn: Yale University’s ‘endowment model’ is the private equity industry’s favorite proof point for why your clients should be allocating a significant portion of their hard-earned wealth to their funds—private credit managers too. A couple of things they tend to gloss over in…
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Third Wire Counterweight Newsletter: March 2025
To subscribe to our newsletter, visit us on LinkedIn: By most measures, Q1 has been bonkers–and yes, that’s the technical term for it. We all read or watch the news, so I don’t think I need to rehash the highlights (or lowlights, as the case may be). But one theme that…
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Third Wire Counterweight Newsletter: February 2025
To subscribe to our newsletter, visit us on LinkedIn: I don’t even know where to start this month. Those of you who know me know I had a difficult time keeping my mouth shut while we were planning our latest fund. Like I said in my recent LinkedIn post, I got…
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Third Wire Counterweight Newsletter: January 2025
To subscribe to our newsletter visit us on LinkedIn: Well, here we go – 2025! 🙂 Last month, I shared a link to a conversation I was fortunate to have with William J. Kelly, CAIA (former CEO of CAIA Association, Congrats on the retirement!!!) and Andrew Akers, CFA from PitchBook. True…
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Third Wire Counterweight Newsletter: December 2024
To subscribe to our newsletter visit us on LinkedIn: Happy Holidays! As we wrap up 2024, I hope you’re planning some well-deserved time with family and friends. We’re cooking up some great things to kick off 2025, so we’re a little swamped, but we will definitely enjoy a little R&R to…
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Third Wire Counterweight Newsletter: November 2024
To subscribe to our newsletter visit us on LinkedIn: You know what keeps me up at night? 🙂 Actually, not much keeps me up at night. I sleep like a baby. But it did seem like a dramatic way to introduce our latest (and first) paper, The ‘Problem’ with Alternative Investments.…
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Third Wire Counterweight Newsletter: October 2024
To subscribe to our newsletter visit us on LinkedIn: I’ve been sitting here thinking about what to cover in this month’s introductory letter. I’m having the semblance of an idea for a longer thought piece: goals-based asset allocations vs. liquidity (or lack thereof). How can illiquid investments, over time, complicate the…
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Third Wire Counterweight Newsletter: September 2024
To subscribe to our newsletter visit us on LinkedIn: You know what grinds my gears? What gets my goad? What really chaps my hide? You want to watch me go from zero to livid in like 3 seconds flat? Let’s talk about fees for alternative investments. I recently did a quick…
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Third Wire Counterweight Newsletter: August 2024
To subscribe to our newsletter visit us on LinkedIn: Well, folks, it’s been quite a month, hasn’t it? B-Boys and B-Girls in the Olympics. Major changes on the campaign trail—fingers crossed that we’re not just rearranging the deck chairs. And, like many others, we had CNBC running in the background most…
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Third Wire Counterweight Newsletter: July 2024
To subscribe to our newsletter visit us on LinkedIn: Well, it’s July. You know what that means? Of course, you don’t. This is the first July I’m writing this newsletter. It just sounded like the way a newsletter should start. 🙂 Nothing says “summer fun” quite like poking fun at ‘private…