Beyond the Exchange
A weekly newsletter on Private Markets from Benjamin Sinclair, Investment Advisor, Designed Securities.

Latest

18
Aug
BTE Newsletter #41: It's Amazing What You Can Get For $500 Billion

BTE Newsletter #41: It's Amazing What You Can Get For $500 Billion

Good morning everyone, and Happy Tuesday. We're already into the middle of August, so the summer season is
7 min read
11
Aug
BTE Newsletter #40: The 5 Reasons Why Investors Are Souring on Alternative Asset Managers (according to KKR)

BTE Newsletter #40: The 5 Reasons Why Investors Are Souring on Alternative Asset Managers (according to KKR)

Good morning everyone, and Happy Tuesday. I hope you've all been having a great summer. I have as
8 min read
05
Aug
BTE Newsletter #39: The Rise of Direct Indexing, and Other Innovations in Public Markets

BTE Newsletter #39: The Rise of Direct Indexing, and Other Innovations in Public Markets

Good morning everyone, and Happy Tuesday Wednesday. I hope you all enjoyed the long weekend. For the first time in
7 min read
29
Jul
BTE Newsletter #38: The Rise of the Total Portfolio Approach

BTE Newsletter #38: The Rise of the Total Portfolio Approach

Good morning everyone, and Happy Tuesday Wednesday. First, the most important update: my 5-year old son is making good
6 min read
21
Jul
BTE Newsletter #37: Sports! (Part 2)

BTE Newsletter #37: Sports! (Part 2)

Good morning everyone, and Happy Tuesday once again! I hope you're all enjoying the summer, even those of
6 min read
14
Jul
BTE Newsletter #36: Why Has Real Estate Lagged, and Is There An Opportunity?

BTE Newsletter #36: Why Has Real Estate Lagged, and Is There An Opportunity?

Good morning everyone, and Happy Tuesday once again. I hope you're all having a great summer so far.
6 min read
07
Jul
BTE Newsletter #35: Private Credit's Math Problem

BTE Newsletter #35: Private Credit's Math Problem

Good morning everyone, and Happy Tuesday once again. I hope you all had a great Canada Day (or July 4th)
6 min read
23
Jun
BTE Newsletter #34: Discount Retailers, Wind Turbines, Data Centres, and Preschool

BTE Newsletter #34: Discount Retailers, Wind Turbines, Data Centres, and Preschool

Good morning everyone, and Happy Tuesday. First things first: there will be no Beyond The Exchange newsletter next week. Happy
8 min read
16
Jun
BTE Newsletter #33: It's Amazing What You Can Get These Days For $2.5 Trillion

BTE Newsletter #33: It's Amazing What You Can Get These Days For $2.5 Trillion

Good morning everyone, and Happy Tuesday. We're now just a couple days away from the webinar I'
7 min read
10
Jun
BTE Newsletter #32: Should Private Credit Reprice Daily?

BTE Newsletter #32: Should Private Credit Reprice Daily?

Good morning everyone, and Happy Tuesday Wednesday. We're now just over a week away from the webinar I&
6 min read