Whiplash 2022

Navigating Markets Both Familiar and Foreign

Headlines are focused on perceived underperformance of hedge funds this year, however the opposite is true. After all, you can't compound capital you don't preserve. Whiplash 2022 explores first half market performance, and why outperformance matters in these scenarios – even if it comes from unlikely places.

Capital Raising in a Recession

Attracting Assets in Volatile Environments

The path to raising and retaining assets can be challenging during a recession, but not impossible. In our piece on Capital Raising in a Recession, we examine sentiment and strategies surrounding capital allocations against a recessionary backdrop, supported by investor insights and historical data.

The Library of COINgress

Charting a New Course for Diligence

While user adoption of digital assets hit critical mass 2022, stress tests then revealed growing pains in the ecosystem and gave investors pause. Our latest installment in The Library of COINgress digs into some nuances of digital assets investing – from investment and operational due diligence, to evolving third-party support and regulation.

The Next Chapter of “Outsourcing”

From “In Lieu Of” to Necessary for Next Generation Operating Efficiencies

A relatively new phenomenon, what is commonly referred to as “outsourcing,” has matured and evolved so materially that many of these solutions are now seen as productivity tools for large institutions, rather than just substitutions for emerging managers.

Understanding Allocators

Pioneering Portfolios: Next Generation of Endowment and Foundation Investing

Pioneering Portfolios is the third piece in our series to better understand a variety of allocator verticals. This piece takes a look at the endowment and foundation channels - how they are similar and different in investment objectives, portfolio construction, structural preferences and GP needs.

The $50 Billion Question

Strategic Share Class Construction for the Next Decade

Share class construction is a timely topic of discussion with clients and their partners. In The $50 Billion Question, we take a deep dive into the materiality of fund fees. They’re misunderstood, don't need to be a zero sum game, and are critical for building enduring organizations and durable relationships.

The Library of COINgress

Digital Assets for Institutions

2021 marked a record number of... record numbers for digital assets, extending far beyond the coins. Massive and meaningful capital raises were seen from companies and institutions across the industry. The Library of COINgress: Digital Assets for Institutions is a 2022 primer, leveraging long-term data and current investor insights to map out the digital assets ecosystem for institutional managers and allocators.

It’s Not Where, it’s What: Targeted Oncology and the Keys to Solving Cancer

Rather than treating cancer based on its location in the body, scientists have found another, more effective, more targeted way to treat cancer — one that you need a code to unlock. On this episode we look at the surprising history and the hopeful future of immunotherapy, and how the genetic code of cancer itself is being used. We speak with  Jefferies’ Mike Yee, Johns Hopkins’ Neeha Zaidi, and Neville Sanjana from the NY Genome Center.

When Your Home is the Hospital: Tech-Enabled Healing

One of the fastest-growing areas of healthcare is focusing less on what’s wrong with you, but where the healing actually happens. In this episode we learn about innovation beyond the drugs – how doctors are providing medical care right to a patient’s front door. We speak with Jefferies’ Brian Tanquilut, Medically Home’s Raphael Rakowski, and Professor and author Elizabeth Krupinski of Emory University.

Cracking the Code that Runs Us: The Future of Gene Therapy

The discovery of DNA in the 1850’s allowed us to see into the genetic code of individual humans. Fast forward to the 21st century, scientists are developing a technique to rewrite those genes. In this episode, we look at the ways gene editing is being used to turn that century-old breakthrough into the future of medicine. We speak with Jefferies’ Will Sevush, Beam Therapeutics’ Pino Ciarmella, Neville Sanjana from the NY Genome Center, and Dr. Paul Offit at the Children’s Hospital of Philadelphia.

Breaking the Blood Brain Barrier: The Quest to Cure Neurodegeneration

Neurological degenerative illnesses like Alzheimer’s, Parkinson’s and ALS have proven difficult to treat because of one of the strongest security systems in the human body: The Blood Brain Barrier. This episode looks at how modern medicine might be able to finally break down that barrier for good. We speak with Jefferies’ Mike Yee, Denali Therapeutics’ Ryan Watts, and Dr. Rachita Sumbria of Chapman University.

The State of Our Union 2022

After three strong years of asset raising and performance, leaders are taking stock of new levers to utilize and opportunities to grow their enterprise values, strengthen their organizations, and stand out in the competitive landscape. The latest State of Our Union takes a deep dive into how changes in capital markets and market structure are impacting investing and business building decisions in 2022.