Insights

Semi-liquid private credit funds offer periodic liquidity, not on-demand redemption. John Jezzini explains how repurchase limits work, what the 2026 redemption wave showed, and what regulators are saying.

Inflation became a leading concern among family offices in 2026, yet new capital is still going to work. John Jezzini looks at what Citi, UBS, and RBC/Campden surveys show about positioning, liquidity, and optimism.

Software became one of private credit's largest exposures. John Jezzini explains why AI has put those loans under review, what BIS and Federal Reserve data show so far, and what remains unknown.

Ask five investors what a business is worth and you'll get five defensible answers. John Jezzini breaks down the 7 business valuation methods private equity professionals rely on — DCF, comps, EBITDA multiples, LBO analysis, and more.

Is private equity or real estate a better investment? John Jezzini compares the two asset classes across risk, liquidity, capital requirements, value creation, and long-term wealth-building potential.

Are you really using AI to its full potential? John Jezzini shares five Claude tips investors can use to challenge assumptions, test scenarios, organize research, and build smarter workflows.

Excitement can attract attention, but it doesn't create value. John Jezzini explores why investors should look beyond hype and focus on fundamentals, price, risk, and long-term value creation.

Family offices today look nothing like they did a generation ago. John Jezzini on how the modern family office has evolved — from simple wealth preservation to active, direct investing across private markets — and what that shift means for the next generation of capital.