Ryan Miller
speaker
4,581 appearances
12 recordings
2 series
first heard Mar 2026
last heard 10 Aug
Ryan Miller’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.
Appearances
Cap the loss on any single dated position at a level the fund can absorb.
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Full stop.
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And then model the failure case first.
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Write down what happens if the date slips by 18 months because dates, they slip.
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That refinancing wave that pushed twenty twenty six into twenty twenty eight, that is a date slipping in real time right in front of us.
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And there's structure.
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And this is the big one.
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The one Bury paid for in blood.
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Match your capital's duration to your calendar.
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Let me say that again.
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Match your capital's duration to your calendar.
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See if your thesis pays in twenty twenty eight and your investment period closes in twenty twenty seven, you'll be forced to deploy into the wrong year and you will lose while being completely correct.
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If your thesis pays in twenty twenty eight, you need a vehicle whose life extension, options, recycling provisions, and fee runway all reach past twenty twenty eight with room to spare.
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Now that could mean a longer dated fund.
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It could mean an evergreen structure.
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It could mean a deal by deal or pledge structure where you don't start the clock until the opportunity is actually real.
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It could mean negotiating extension rights up front instead of begging for them later.
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That is real structuring in decision.
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And you make it when you write the LPA, not when the opportunity arrives.
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And the LP conversation this unlocks is the most differentiated pitch you can make in this market.
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Showing 321–340 of 4,581 · page 17 of 230
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