Capturing Outsized Returns in Private Markets | Brandon Averill, Erik Averill, Justin Dyer | AWM Insights #53

In this episode, we take a break from the usual discussions of financial and investment news over the past week to take a deeper dive into private markets. With all the excitement over the past year around individual stock picking, the entrance of new forms of cryptocurrency and NFTs (non-fungible tokens), we thought it’d be good to spend some time on private markets because we think they are where you can capture some of the highest drivers of returns.Justin, Erik, and Brandon discuss what private markets are and why they typically capture some of the highest returns, whether skill is a factor in private markets, and getting access to the best deals.Episode Highlights(00:12) Going deeper into the private markets(1:38) The additional risks that come with private market investing(4:07) Are public markets more attributable to luck or skill?(4:40) Out performance in the private markets(5:09) “Not all venture, not all private equity, is created equal.” – Brandon Averill(7:17) Due diligence questions to ask(9:18) How do we actually get access to the top 25%?(9:48) The building block considerations(13:01) Understanding your finance goals(15:24) Putting it all together in a holistic integrated plan(15:44) What factors should be in place before you consider entering private markets?(19:52) Types of private markets More resources at awmcap.co/insights53