EPISODE · Jul 2, 2024 · 35 MIN
Evergreen Private Equity – What and Why?
from Beyond Markets · host Julius Baer
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of Beyond Markets, Alisa Wood, Partner, KKR, shares her insights on private equity and in particular, open-ended, evergreen fund structures. We explore what evergreen structures are, how it compares with traditional, closed end 10-year fund structures, and why it is advantageous to build exposure to private equity in a portfolio. This episode is hosted by William Fong, Co-Head, Alternatives & Strategic Solutions Specialists Asia at Bank Julius Baer. 0:18: Introduction1:14: What are open-ended, evergreen private equity structures?2:50: The growing popularity of evergreen private equity structures6:06: Open-ended vs close-ended structures9:35: Redemption opportunities in evergreen funds12:22: Institutional experience & investment focus18:29: Why invest in private equity?23:23: Get to know Alisa – PEWIN, The Public Theater31:01: Recommended musicals in NYCImportant legal information:The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial or investment research.Please refer to www.juliusbaer.com/legal/podcasts for further important legal information.Kohlberg Kravis Roberts & Co. L.P. (KKR) disclaimer:This podcast is for informational purposes only and should be considered of a general nature. The information in this podcast is current only as of the date published. No undertaking, representation, warranty or other assurance, express or implied, is made or given by or on behalf of Kohlberg Kravis Roberts & Co. L.P. (along with certain affiliates), or any of its respective partners, executives, employees as to the accuracy or completeness of the information or opinions contained in this presentation and no responsibility or liability is accepted by any of them for any such information or opinions. Such information or opinions should not be relied upon and are subject to change without notice. Anyone listening to this podcast should consult their own advisors relating to any investment decision. Statements contained in this podcast that are not historical facts are based on KKR's current expectations, estimates, projections, opinions and beliefs. These statements involve known and unknown risks, uncertainties and other factors and should not be relied upon. There are several risks associated with investments in private equity structures. In addition, any projections or other estimates, including estimates of returns or performance, are “forward-looking statements” and are based on certain assumptions that may change.
What this episode covers
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of Beyond Markets, Alisa Wood, Partner, KKR, shares her insights on private equity and in particular, open-ended, evergreen fund structures. We explore what evergreen structures are, how it compares with traditional, closed end 10-year fund structures, and why it is advantageous to build exposure to private equity in a portfolio. This episode is hosted by William Fong, Co-Head, Alternatives & Strategic Solutions Specialists Asia at Bank Julius Baer. 0:18: Introduction1:14: What are open-ended, evergreen private equity structures?2:50: The growing popularity of evergreen private equity structures6:06: Open-ended vs close-ended structures9:35: Redemption opportunities in evergreen funds12:22: Institutional experience & investment focus18:29: Why invest in private equity?23:23: Get to know Alisa – PEWIN, The Public Theater31:01: Recommended musicals in NYCImportant legal information:The information and opinions expressed in this podcast constitute marketing material and are not the result of independent financial or investment research.Please refer to www.juliusbaer.com/legal/podcasts for further important legal information.Kohlberg Kravis Roberts & Co. L.P. (KKR) disclaimer:This podcast is for informational purposes only and should be considered of a general nature. The information in this podcast is current only as of the date published. No undertaking, representation, warranty or other assurance, express or implied, is made or given by or on behalf of Kohlberg Kravis Roberts & Co. L.P. (along with certain affiliates), or any of its respective partners, executives, employees as to the accuracy or completeness of the information or opinions contained in this presentation and no responsibility or liability is accepted by any of them for any such information or opinions. Such information or opinions should not be relied upon and are subject to change without notice. Anyone listening to this podcast should consult their own advisors relating to any investment decision. Statements contained in this podcast that are not historical facts are based on KKR's current expectations, estimates, projections, opinions and beliefs. These statements involve known and unknown risks, uncertainties and other factors and should not be relied upon. There are several risks associated with investments in private equity structures. In addition, any projections or other estimates, including estimates of returns or performance, are “forward-looking statements” and are based on certain assumptions that may change.
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Evergreen Private Equity – What and Why?
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