Cash Flow – Nothing More

Considering that the industry is generally playing with other people’s money, should this old rhythmic verse by played over and over again?
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Are We Baking Portfolios with Bad Ingredients?

Just one mistake in the measurement of your ingredients and your bread can wind up with no bread-like qualities at all. Investing can be the same.
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Private Equity Access: Do We Need More or Should We Beware?

Do more investors need access to private investments or should we beware?
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Private Persistence That Just Ain’t So?

Do some private investment presentations overstate the performance persistence of top funds?
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Where Are Fees and Expenses Not Costs?

Generally accepted or not - Fees and expenses are costs
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Private Presentations: Are Some Tall Tales?

Private equity internal rate of return (IRR) and volatility calculations can sometimes be misleading.
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