Week 5: Public Market Allocation to Complement Firm Economics
With our foundations in place, this week we focus on constructing a portfolio that complements your firm economics.
In the video, I walk through how to think about building a public market portfolio that complements the risks already embedded in your human capital and private equity investments. For many private equity professionals, firm economics already create meaningful exposure to small cap value–like businesses. A thoughtfully constructed public portfolio can help diversify that exposure rather than simply replicate it.
Chapters
0:07 - Introduction
0:42 - Financial Structure
1:21 - Life-Driven Investing
5:40 - Holistic Approach to Risk Assets Exposure
9:06 - Closing Remarks
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