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Talking First Brands (on live TV!), Secondaries 🌊, and Alts in Your 401(k)
🗞️ Sunday digest: private markets insights 10/12
Oct 12
•
Leyla Kunimoto
8
3
The Problem With PME
Why the metric is flawed - and what will kill it. Guest Post by Hanoch Frankovits
Oct 9
•
Leyla Kunimoto
12
1
Carlyle Credit Solutions Inc.
How one fund plays both sides of the CLO market
Oct 5
•
Leyla Kunimoto
5
Inside the Black Box: What First Brands Teaches Us About CLO Risk
A glimpse into structured finance — and what LPs should know
Oct 2
•
Leyla Kunimoto
23
10
September 2025
🗞️ Sunday Digest: Private Markets Insights 9/28
Good news for CRE, less than good news for private credit, and more on continuation vehicles
Sep 28
•
Leyla Kunimoto
7
How Private Real Estate Funds Value Assets
How to turn $.9 into a dollar, using a variety of methods
Sep 25
•
Leyla Kunimoto
8
KKR Private Equity Conglomerate LLC (K-PEC)
The HNW retail PE fund raising billions while delivering mostly unrealized returns
Sep 21
•
Leyla Kunimoto
21
3
How to Read a PPM and LPA Without Losing Your Mind (Hint: AI Can Help)
Key sections, red flags, and AI prompts every LP should know
Sep 18
•
Leyla Kunimoto
4
🗞️ Sunday Digest: Private Markets Insights 9/14
Risk on in credit, VC valuations climb, and capital is creeping back to CRE
Sep 14
•
Leyla Kunimoto
18
1
The DPI Games - How the "Bulletproof" Metric Can Be Manipulated
What LPs Need to Know About Synthetic Payouts, Continuation Funds, and Premature Exits
Sep 11
•
Leyla Kunimoto
13
Inside BCRED: A Deep Dive into $30B of Debt
Reading between the lines: what the balance sheet shows (and how I used AI to figure out what it doesn't)
Sep 7
•
Leyla Kunimoto
16
1
Cash Distributions ≠ Great Investment, CRE Edition
How to tell if your quarterly checks come from operations (with an AI prompt to help)
Sep 4
•
Leyla Kunimoto
11
2
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