The case for emerging managers with Ted Panarese and Aditya Fontana-Raina
About this episode
This episode explores the potential risks and opportunities associated with emerging managers in private equity.
In this episode of RPM, Ted Panarese and Aditya Fontana-Raina, New York-based Managing Directors on our private equity team, join co-host Anna Marcus to explore whether emerging managers truly represent a disproportionate source of risk, or if the opportunity has been mischaracterized. They cover: Revisiting the case for emerging managers (3:02) What the data says about early-fund outperformance (4:12) The ideal Fund I profile (6:41) Risks with Fund I investing (11:15) Building a disciplined emerging manager playbook (13:52) Risk management at the program and portfolio level (16:36) Key takeaways (21:32) See omnystudio.com/listener for privacy information.
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