Michael Lukin - Sidestepping the J-Curve
In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Looking forward, Michael provides insights into the anticipated investment surge in 2024 due to overcommitment in private equity investments.
Michael delves into the complex trading process, emphasising the pivotal role of the brokerage market, proactive outreach, and the special bonds formed directly with private equity firms. A significant point to note is Roc Partners' unique advantage in their information, allowing them to capitalise on opportunities that aren't available in public markets. Michael further underscores the firm's commitment to aligning their goals with those of their clients, by investing in the funds alongside clients. The conversation between David and Michael also touches on Roc Partners' distinct fund structure, which includes a six-year liquidity option, designed to adapt to the evolving demands of investors.
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David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
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This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances.
While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document.
© Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com
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David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
Expertise
David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
Expertise
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