Retailization of Private Assets

On this episode, Investment Management Group members James Borrasso and Kathryn Maass join Matt Stuart to discuss the retailization of private assets. Private markets are breaking down barriers—retail investors now have increased access to assets once reserved for institutions. Regulatory changes and innovative fund structures are fueling this shift, but challenges around valuation, liquidity, and governance remain. This episode dives into how the industry is adapting and what it means for the future of investing.