Video chapters
- 01:00 Introduction and market outlook
- 09:58 Direct investments update
- 19:13 Why the lower mid-market?
- 26:00 Co-investments update
- 32:12 Fund investments update
- 35:37 Current funds pipeline
- 40:16 Why invest now?
- 45:14 Closing
Our senior team discuss allocation considerations for 2026 as well as our pipeline across direct single-asset private equity transactions, co-investments, and private market funds.