E116: How Everyday Investors can Access Private Equity w/Pantheon ($70B AUM)
NOV 29, 202434 MIN
E116: How Everyday Investors can Access Private Equity w/Pantheon ($70B AUM)
NOV 29, 202434 MIN
Description
Victor Mayer, Managing Director, Head of Private Wealth at Pantheon sits down with David Weisburd to discuss why top GPs are rushing to evergreen funds, how Pantheon balances small-cap potential and large-cap stability, and the benefits of Pantheon’s no-cost co-investment deals.
(0:00) Introduction and Pantheon Overview
(1:32) Exploring Evergreen Funds and Their Advantages
(5:08) The Future and Tax Implications of Evergreen Funds
(7:01) Target Demographic and Concerns in Evergreen Fund Management
(10:50) Allocation Policies and Investment Theses in Bio Funds
(16:17) Strategies in Portfolio Construction for Small to Middle Market Buyouts
(17:43) Fee Structures in Continuation Vehicles and Secondary Investments
(22:24) Co-investment Procedures and Diversification Tactics
(26:16) Evergreen Structures in Venture Capital and Market Comparisons
(32:44) Final Insights and Future Directions for Pantheon
(34:23) Closing Remarks