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Matt Malone
AMA: Outlook for private markets amid tariffs and deregulation
Matt Malone examines how tariffs and deregulation under the new administration could shape private markets
AMA: Understanding drawdown funds versus semi-liquid funds
Matt Malone delves into the key differences between drawdown and semi-liquid funds.
AMA: The impact of rate cuts on private markets
Matt Malone on how Fed rate cuts could affect private markets, particularly private equity and real estate
AMA: The case for direct investments in a balanced portfolio
Matt Malone explains how direct and co-investments can lower fees and offer tactical portfolio adjustments
AMA: Selectively investing in commercial real estate
Matt Malone discusses challenges and selective opportunities in the current commercial real estate market
AMA: Revisiting our Nvidia call
Matt Malone discusses the performance of publicly traded Nvidia and OpenAI, a private markets investment
AMA: Market dynamics and fundraising trends
Matt Malone explains how investor selectivity has extended fundraising cycles amid rising interest rates
AMA: How to interpret the Nvidia spike
Matt Malone, Head of Investment Management, is excited about AI, but sees Nvidia valuations as a bit rich
AMA: Should investors be worried about commercial real estate?
In our first AMA (Ask Matt Anything), Matt Malone discusses fears around the CRE market.
Why is real estate a good inflation hedge?
Matt Malone of Opto explains why real estate does well in inflationary environments.