Liquidity, NAV Lending and the Real Cost of Waiting
Launch Orca Request a call https://youtu.be/sQNM_qJn880 In this episode of Balentic Edge, Kasper speaks with Alex Branton, CIO and founding partner of Nodem Capital, about how a higher-rate environment is changing the economics of illiquidity. They explore when NAV lending can be a productive bridge, when it may signal portfolio stress, and why the use […]
Private Markets Reset: AI, Risk, and Hidden Concentration
Private markets are shifting. Explore AI, concentration risk, and LP strategy insights from Hamilton Lane’s 2026 outlook.
The Operational Era: Finding Liquidity and Value at High Altitude
A Balentic Edge special on private markets in 2026 – liquidity, operational alpha, dispersion, and what LPs and GPs must adapt to next.
Backward Diversification, Forward Momentum: Inside HarbourVest’s Evergreen Strategy
HarbourVest’s Craig MacDonald joins Balentic Edge to unpack evergreen private equity, secondaries, NAV squeezing and liquidity risk for LPs, GPs and allocators.
Where Creativity Meets Capital: The Rise of Music as an Asset Class.
Music meets private equity. PopHouse turns catalogues into scalable, evergreen assets. Discover how LPs are allocating to a new uncorrelated asset class
Financing the Missing Middle: How Blume Equity Scales Europe’s Climate Champions
Europe’s climate advantage lies in bridging the “missing middle.” Clare Murray of Blume Equity joins Balentic Edge to discuss growth-stage climate investing
Buyout Discipline in VC: Morphosis’ Playbook for Repeatable Wins
In this episode of Balentic Edge, Kasper Wichmann speaks with Amit Zutshi, founding partner at Morphosis, a VC firm revolutionizing early-stage investing with a buyout-style discipline. Discover how Amit challenges the conventional power-law model, emphasizing concentrated portfolios and private-equity-grade diligence to drive repeatable returns. Learn about their focus on transformative sectors like AI infrastructure and cybersecurity, and hear about the innovative solutions from their portfolio, such as Datamotive’s groundbreaking disaster recovery technology. If you’re navigating the evolving landscape of enterprise tech, this conversation offers invaluable insights and practical takeaways. Listen now!
Unlocking Private Capital to Power Europe’s Tech Future
Europe’s venture reality check: capital stack gaps, IC conviction, and financial sovereignty in fintech. LP/GP insights on risk-adjusted returns and US vs. Europe.
Secondaries with an Edge: Julien Marencic on Smart Allocation
Jera Capital’s Julien Marencic joins Balentic Edge to discuss secondaries, GP-leds, evergreen funds, and risks LPs can’t ignore in private markets
Cracking the Venture Code: Power Laws & Fund Returners
