Dave Waters from Alluvial Capital returns to the podcast to discuss his thesis on PX. You can find Dave’s first appearance (back in the absolute depths of the pandemic when my hair had truly gone out of control!) here.
great update. would have been informative to hear about competition against the scale player specializing in alts, Hamilton Lane.
great update. would have been informative to hear about competition against the scale player specializing in alts, Hamilton Lane.