Private markets outlook: CIO Mike Kelly—The new investing imperative
In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets.
Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today’s environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market.
The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights.
[00:00:09] Alan Flannigan: Capital concentration, higher interest rates, and greater policy and geopolitical uncertainty are ushering in a new private markets imperative.
Welcome to the final episode of our Private Markets Outlook series titled “Follow the value, not the herd.” Over the course of this series, we’ve spoken with portfolio managers from around Future Standard who have shared their unique insights on real estate, private equity and private credit markets, and how the defining trends we’ve highlighted in our outlook are shaping the opportunity set.
Today, we’ll speak with someone responsible for executing upon this new imperative and delivering this value proposition to our investors. He leads the firm’s efforts across investment management, product development and capital markets. We’re very pleased to sit down and have a conversation with Future Standard’s own Co-President and Chief Investment Officer, Mike Kelly.
