Kaitlin (Kaitlin Hendrix)

speaker

208 appearances 1 recordings 1 series first heard Jul 2026 last heard 26 Jul

Kaitlin (Kaitlin Hendrix)’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

newest first · ▶ plays the moment

Exactly.

And so I think when we're walking around saying, well, how can I get in early?

We actually have a lot of exposure to these these companies.

Yeah, I love that point because those frictions are so real.

The fees on top of fees, the illiquidity, just the access issue.

It can be really difficult and just so opaque, not to mention the tax issues and the operational headache.

So I think that's a really good point.

Yeah, it's not gigantic.

It's maybe, you know, on the magnitude of around 1%.

So it's small and it's very hard to measure because we measure those direct investments by looking at financial statements.

It's really hard to measure the CVC valuations, the subsidiaries, those accounting

financials are integrated with, consolidated with the parent company.

So around 1%, knowing that it could be an underestimate because we can't really see all the numbers.

So it is small where private assets are maybe, you know, 8% or 9% of the global market, but it is meaningful.

I think it's been around a long time.

And I think we talk about it because of the open AI SpaceX's of the world that are so hot right now.

But when I think about it, so I'm up from Austin, you know, oil and gas is so big.

I think about a company like Exxon.

And we know that these types of large oil and gas companies often buy the mom and pops in their horizontal and their vertical.

This has been going on forever.

Showing 41–60 of 208 · page 3 of 11