In this insightful episode of the Dakota Live! Podcast, host Robert Morier is joined by Catharine Burkett, the former Co-Director of Private Investments at LCG Associates. Catharine shares her extensive experience in the investment industry, focusing on LCG’s strategic approach to private investments. Founded in 1973, LCG is an employee owned, full service national consulting firm headquartered in Atlanta, Georgia.
With a career spanning various aspects of private markets, including venture capital, private equity, and private market fund-of-funds management, Catharine offers valuable insights into the challenges and opportunities facing investors and fund managers today within private market investing.
This episode delves into Catharine's journey through the investment landscape, LCG’s strategies for assessing and engaging with private market investment opportunities, and her thoughts on current market trends. Whether you're an investment professional seeking to understand the nuances of due diligence and private market manager research or someone interested in the behind-the-scenes decision-making processes within investment consulting, this episode offers a wealth of knowledge and expertise.
Tune in to gain a deeper understanding of the dynamics of private market manager research and asset allocation and the critical importance of due diligence in achieving investment success from one of the leading investment consultants in the industry.
Disclosure:
The views expressed in this podcast may not necessarily reflect the views of LCG Associates, Inc. and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. This material is for informational purposes. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions.
Catharine Burkett: / catharine-burkett-ab74...
Robert Morier: / robertlmorier
Andrew O’Shea: / andrew-o-shea-03717516
Our Website:
dakota.com
LCG: www.lcgassociates.com/
🎙️ Listen to the Podcast:
Spotify:
open.spotify.com/show/3NUXRMz...
Apple Podcast:
podcasts.apple.com/us/podcast...
0:00 Intro
2:47 At the desk
3:42 Catherine Burkett Intro
5:27 Intersecting career paths
8:07 Venture perspectives
9:57 Guest lecturing
11:09 Path to asset ownership
11:53 Camden partners
15:21 LCG opportunity
17:09 Education and building
18:26 LCG's type
20:05 Team structure
22:09 Priorities
23:33 Rating structures
24:26 Research criteria
25:15 Manager underwriting
32:26 Cost of dilligence
34:52 Manager characteristics
36:26 Areas of Opportunity
39:16 Portfolio construction
40:45 Shortening time horizons
42:31 Early stage manager characteristics
46:03 Emerging Managers
47:28 Intersections of returns and solutions
49:08 ESG
49:49 Larger market risks
50:52 Alternatives
53:08 History
53:28 Career takeaways
54:31 Personal mission
55:37 Female advice
56:28 Industry advice
57:06 Mentors
58:33 Outro
Негізгі бет Private Market Consulting with LCG Associates
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