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
Two, the secondary's discount closes.
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three hundred and twenty seven billion of dedicated dry powder is a lot of buyers.
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Pricing already firmed into about ninety percent of Nav.
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If it goes to par, the LP liquidity trade is simply gone as a source of return.
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And everybody who raised a fund on it has now got a massive problem.
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Then there's number three.
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Exits reopen and the traffic j actually clears.
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The IPO and MA windows open properly, distribution is normalized, the LP stops it being a four seller, and thirty three thousand companies start moving again.
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The whole four seller thesis starts to deflate.
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Watch those three.
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If you see the move, you update.
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That's the job.
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Seven days.
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None of this requires a market call.
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Day one, pull your own documents, your LPA, your fund term, your extension options, your recycling provisions.
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Write down the exact month your investment period ends.
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And the exact month your fund life ends.
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See, most GPs can't tell you this from memory.
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Be the one who can.
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Day two,
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Showing 361–380 of 4,581 · page 19 of 230
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