Jeffrey Fulk

speaker

308 appearances 1 recordings 1 series first heard Feb 2026 last heard 5 Feb

Jeffrey Fulk’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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How I Invest with David Weisburd · E298: How Family Offices Think About Illiquidity, Taxes, and Compounding · 5 Feb 2026 podcast

If it's like a really good deal and you know, there's some questionable practices happening.

So in the end, and especially since you're in an evergreen and you're probably going to be there for five to 10 years, you know, you need to find groups that you really trust and that are

making decisions on your behalf, and you want to make sure the incentive alignment is there, that they have the incentive to make the right decisions in a lot of cases.

Yeah, it's a great question.

I get this all the time because there's just been a lot of negativity around private equity.

And that's especially in the buyout space.

You had a lot of negativity around venture and that seemingly has come back with some of these big deals that have been done recently.

But I think what...

the general investing population has been thinking about buyout is you had this great run in buyout because interest rates were coming down from call it the 90s all the way through to 2020.

You also had lower entry prices and now entry prices are higher and interest rates are higher as well.

But

From our perspective, we see these really interesting pockets of opportunity.

And so the first one is on the buyout side within continuation vehicles.

And so this idea that you can acquire trophy assets through a continuation vehicle investment.

These are investments that have probably been held for four to five years now.

And you have the potential to make an investment in here.

And maybe there's a monetization event in an additional four to five years.

And so we like that aspect of it.

We also think that there's kind of just a scarcity value to trophy assets.

And so if you're doing continuation vehicles well and acquiring these high quality assets, they inherently have some value.

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