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CEO Talk (6/9) - Alternative Approaches to Diversification

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Published:

January 13th, 2023

Categories:

Learning

Author:

Stableton


Bill Kelly, the President and CEO of CAIA, sat down with Stableton's CEO Andreas Bezner to discuss various topics driving private markets today. This 2:16-minute video is the sixth in a series of excerpts from that 26-minute conversation. Andreas Bezner, our CEO, discusses the company's investment strategy, which typically focuses on single deals purchased through secondary transactions and a combination of primaries, as well as occasional VC fund secondary strategies. Andreas emphasizes diversification by vintage and industry and mentions that having a long time horizon and a large portfolio is necessary to achieve this level of diversification. He suggests building a portfolio of 10-50 companies and adding ETFs to achieve adequate diversification. Andreas also suggests that passive index products and direct indexing can be a good solution for smaller investors to access a diverse range of companies and that Stableton is working to facilitate access to companies via the secondary market.



Here's the video of the complete conversation between Andreas and Bill. 26 well-invested minutes into private market insights:


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