Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces
About this episode
The episode discusses the due diligence process on private markets funds by Morningstar’s Manager Research team.
Morningstar’s Manager Research team has cast its gaze on a newer class of funds that aims to widen investors’ access to private markets. We discuss the process the team plies in doing its due diligence on these funds, their prospective risks and rewards, and the overarching objective of the team’s research—sending clear and actionable signals to investors.
People in this episode
Guests: Brian Moriarty, Jack Shannon
Topics covered
- private markets
- funds
- due diligence
- investor access
- risks and rewards
Keywords
- private markets
- funds
- due diligence
- investors
- risks
- rewards
Mentioned in this episode
Organizations: Morningstar
More episodes of The Long View
- Dana Anspach: Don’t Let Fear Ruin Your Retirement
- Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
- Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’
- Will Danoff: ‘Be Very Careful of Unprofitable Companies’
Explore listener stats, chart rankings, contacts and more on the The Long View podcast page.