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

And then the continuation vehicle has a lot of the dynamic that secondaries have in the sense that they're typically coming at a discount to the price because that's what's needed to transact on those investments.

And we like it better than the secondary market because in the secondary market, you have to buy a pool of assets.

And it's really hard to underwrite the entire pool of assets, whereas the continuation vehicle in most cases are the deals that we like.

You're buying a single asset, and so you can really get confidence around this single asset.

The second area of buyout that we like really ties back to the platform shift that we're seeing in AI.

And so...

Where we see buyout really working is in the ability to add value to portfolio companies.

And so there's a select group of buyout managers that are helping deliver AI solutions into their portfolio companies.

And we see the ability to do what happened in the 2010 to 2020 area, which was really around cloud migration and digitalization.

And so the best buyout managers during that period were groups that were really at the

moving their companies into cloud and getting an edge and building moats around businesses from cloud implementation.

And so the value add on the AI side is another area.

And then we touched briefly on this, but on the growth equity side, we like what we're calling the private magnificent 15.

And so there's these really high-quality companies in private markets.

They probably shouldn't be private.

But if we can get our clients exposure to that where they can't get it through an ETF, it's a really value-add proposition to our clients.

We do it through a combination of fund managers and co-investments are the primary ways.

There's also some...

We're seeing more co-investment growth equity funds where it's just four to five of these really high quality companies that their managers are creating a portfolio around.

And it's actually a really unique dynamic.

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