Thomas Ruggie discusses how institutional family offices approach late-stage private investments in the context of a changing capital market environment. Presented by Destiny Family Office, the Significance of Wealth Podcast provides institutional-level insights for high-net-worth and ultra-high-net-worth listeners.
In this episode of Significance of Wealth, host Tom Ruggie is joined by Michael Grayson, Portfolio Manager at First Trust Capital Management LP, for a thoughtful discussion on late-stage private investing within a changing capital market landscape.
Their conversation examines how institutional family offices assess private growth opportunities, with an emphasis on underwriting discipline, access, alignment of interests, and risk awareness. Tom and Michael also explore how liquidity considerations, secondary market dynamics, and potential exit paths, including IPOs, inform decision-making as companies mature toward the public markets.
Explore related private market commentary and articles written by Tom Ruggie:
- The Calm Investor’s Guide To Allocating Alternative Investments
- The Role Of Direct Investment Opportunities In The AI Revolution
- Why Alternatives Belong in a Well-Built Portfolio
:: Connect with Destiny Family Office ::
Website: www.destinyfamilyoffice.com
LinkedIn: www.linkedin.com/company/destiny-family-office/
YouTube: @SignificanceOfWealthPodcast