Subscribe
Sign in
Home
Notes
Chat
Case Studies
Archive
About
Evergreen
Latest
Top
Discussions
Cliffwater's Cascade Private Capital Fund (CPEFX)
23.5% of the portfolio is effectively a fund-of-funds-of-funds (you read that right)
Mar 28
•
Leyla Kunimoto
48
3
The Prisoner's Dilemma: Semi-Liquid Edition
There is only one rational move for advisers
Mar 25
•
Leyla Kunimoto
44
18
2
Carlyle Engineers Liquidity; Private Credit Gates Multiply; and CRE Gets a Second Look
🗞️ Sunday digest: private markets insights 3/22
Mar 22
•
Leyla Kunimoto
37
1
1
The Pawn Shop: Repo and Sale/Buyback Borrowings
What they are, and how two funds (BCRED and CCLFX) actually use them
Mar 19
•
Leyla Kunimoto
36
1
What Will Liquidity Cost You When Barbarians Shut the Gates?
A deep dive into OBDC II’s tender offer and what investors actually pay for liquidity.
Mar 12
•
Leyla Kunimoto
37
6
1
K-Shaped PE, Private Credit Gates, and $0.58 Recovery on a AAA Bond
🗞️ Sunday digest: private markets insights 3/8
Mar 8
•
Leyla Kunimoto
40
7
2
How Hamilton Lane's PAF Turned Unrealized Gains Into Real Fees
And Why You Should Read Proxy Statements
Mar 4
•
Leyla Kunimoto
and
TheAltView
41
1
3
Blue Owl Technology Income Corp (OTIC) Deep Dive
What's inside, what to watch, and how the money is made
Feb 28
•
Leyla Kunimoto
45
12
2
When Gates Shut Close: A Primer on Gating Provisions in Private Funds
What they are, how they work, and why you should read "semi-liquid" as "mostly illiquid"
Feb 25
•
Leyla Kunimoto
50
9
2
Record Multiples; Bird Watching 🦉; and $77B in Hard Maturities
🗞️ Sunday digest: private markets insights 2/22
Feb 22
•
Leyla Kunimoto
38
1
🦉Hoot, There It Is: OBDC II Sells the Crown Jewels, Halts Redemptions
Are You Better Off with a Haircut?
Feb 20
•
Leyla Kunimoto
58
16
5
How to Read Financial Statements of a Private Credit Fund, a CRDEX Case Study, Part 2
How to Read Financial Statements (and Why You Can’t Afford Not To)
Feb 18
•
Leyla Kunimoto
16
2
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
