Guest commentary

bridge
Mark Benedetti and Vladimir Colas, the co-heads of Ardian US, explain what is fuelling the surge of interest in infrastructure secondaries.
Once the domain of private equity, the secondaries industry is now gaining momentum in infrastructure, debt and real estate, says Northleaf managing director Mike Flood.
UK
The National Security and Investment regime could cause uncertainty and significant administrative burdens for investors, write legal experts from Hogan Lovells.
big bag of money, compared with three small bags of money
Potential growth in the sector is hard to predict and will be driven by the ability of participants to keep devising new solutions, writes Daniel Roddick of Ely Place Partners.
VC
Costs have remained stable in the secondaries market, and using data to price portfolios could make them cheaper, writes RockSling Analytics' Harry Vander Elst.
Henry Zhang Morningside
The strategy should be known as private portfolio investing, says Morningside founding partner Henry Zhang, arguing the name better captures its actual activities.
Innovation should drive the continued growth of the GP-led secondaries market, write Nigel Dawn and Ryan Rohloff in this sponsored article.
risk
Tyrus Capital's Gunter Waldner, formerly of AlpInvest Partners, says the market is still littered with downside risks, making disciplined asset selection more important than ever.
Investors are increasingly interested in tailored secondaries structures, writes James Jacobs, global head of real estate for Lazard’s private capital advisory group.
Fund finance
NAV-based lending facilities can be more effective – and encounter less resistance from LPs – than preferred equity, says head of transactions at Rede Partners Magnus Goodlad.
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