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

The appetite, the level of demand for clients, I think we've always viewed it being strong, but I think it's really touched a nerve with investors with respect to getting access in a diversified, low-risk way, I think has really resonated with folks, particularly around credit secondaries.

So we've, I think, been very careful around making sure we build it in the right way, that we're finding the right types of investors and explaining from an education and suitability standpoint, the trade-offs between investing in private wealth or retail evergreens and the trade-offs between using leverage or having access to liquidity and the pacing of those types of investments.

So-

We think that has a long leg ahead of it.

We as Pantheon have been involved in private wealth evergreens for over close to maybe 15 years.

We have $12 billion, $12, $13 billion in that area across all asset classes.

So we think we know what we're talking about and have a long history of performance there.

I think the other thing that surprised me maybe is that it's a complex business.

It's a very difficult business.

to manage a daily marked fund with quarterly liquidity, which we do on the U.S.

side of our business, and exercising those skills to make sure we're optimizing for performance and deployment in the right way, I think is a unique skill set.

And we've had the benefit of being able to do that for a number of years now, but a lot of people who are new to it just don't have that level of expertise.

So they're effectively learning on the job, which has its own challenges and risks.

I think this is also just a huge area of potential focus in the future.

I would say we haven't cracked the code yet on it, but you're seeing lots of other parts of the investing world trying to figure out ways to deliver tax

tax efficient solutions to their private wealth clients.

And I think it's going to be one of these areas that's going to have just a huge amount of growth potential ahead of it.

I mean, part of the whole push for retail in private credit around 401ks and the like

is to obviously have some sort of tax sheltered solution.

But I think there's a lot of innovation, I think, coming around our structures where there can be marrying of different investment products to generate tax shields against private assets as a very high level example.

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