Rakesh Jain

speaker

327 appearances 1 recordings 1 series first heard Jan 2026 last heard 23 Jan

Rakesh Jain’s voice in public audio — every appearance, attributed to the second.

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

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How I Invest with David Weisburd · E289: The Evolution of Private Credit and What Comes Next · 23 Jan 2026 podcast

as a trusted sounding board.

They're looking at us for candid advice that they probably can't get from other allocators in the market or other investors that just don't bring some of those shared experiences and battle scars having worked through different investment cycles, different investment environments, and different types of strategies.

So GPs are ultimately looking to us as a solutions provider, obviously, if we're looking at a particular transaction.

But when we're not working on a particular deal, they're really looking for us for knowledge, for expertise.

Can people on our team help them think through how to be better in fund management?

How can they better serve other LPs that we also have as part of our own ecosystem?

Yeah, I thought a lot about this.

I think there's a number of things that I think are misunderstood.

One is, you know, maybe more at a micro level, you know, valuations are always things that investors scratch their heads about, right?

To our earlier discussion around if an asset is in trouble, why is it marked so highly?

And I think, you know, the valuation anomalies that exist in our business are a function of just private markets and

time lapses between how valuations are put together and when information is got or received.

And that's just the difference between, you know, being a private markets investor and a public market investor.

I think other things that are misunderstood include kind of correlation risks.

in our business.

So when I see a lot of investors getting into asset-based lending as an example, and again, it's kind of been more in the news lately because there have been several instances of fraud or collateral that's been mispledged or not diligenced well.

And I think a lot of investors tend to overestimate the non-correlation of certain types of assets when they invest.

And then finally, the other thing I think is misunderstood is just alignment, right?

Our industry has changed a lot.

We have a lot of large asset managers in our business and we have a lot of boutiques.

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