HeyJaredLiquid Courage
Let's take a deep dive into the private capital secondaries opportunity! Hosted by David Snow in partnership with Upwelling and Piper Sandler.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 10, 2026
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- Earliest in this view
- Jul 21, 2026
Latest episodes
Demand Outstrips Supply For CV Trophy Assets (opens the original)
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Investors chasing high-quality continuation vehicle deals are running into a supply problem, says Zach Schneider, partner at Twin Bridge Capital Partners. Schneider joins Joncarlo Mark, a partner at Upwelling Capital, and Liquid Courage host David Snow to explain why a “flight to quality” is creating oversubscribed processes for trophy assets, even as many lower-quality CV transactions struggle to get done. He also explores what Twin Bridge looks for in a continuation vehicle, how competition is
Why Investors are Clamoring for Evergreen Funds (opens the original)
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Evergreen funds have grown rapidly because they make private markets more accessible, according to Brian Gildea, Managing Director of Evergreen Portfolio Solutions at Hamilton Lane. In a wide-ranging conversation with Joncarlo Mark, founder of Upwelling Capital, and Liquid Courage host David Snow, Gildea walks through the investment sourcing and administrative mechanisms that make evergreen structures popular. Key Takeaways: - Evergreen funds shift the burden from investor to manager. Rather tha
Avoid 'traps' in oil and gas, says Ares secondaries Investor (opens the original)
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Investors should be cautious about the oil and gas price resurgence, says Eddie Keith, head of infrastructure secondaries investing at Ares. Upstream oil and gas are fundamentally incompatible with infrastructure secondaries, Keith tells Liquid Courage. Keith draws on deep experience across energy cycles to explain what separates investable oil and gas opportunities from "traps," why midstream and LNG can sometimes fit an infrastructure mandate while upstream almost never can. Among the key take
European Secondaries are Rapidly Evolving (opens the original)
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The European secondaries landscape mirrors its US counterpart in structure but diverges sharply in size, fragmentation, and the mechanics that govern how continuation vehicles get done, according to Sebastien Burdel, a Partner in Ares Secondaries Group and Oliver Altendorf, a Director at Piper Sandler. In a fascinating conversation with Liquid Courage's Joncarlo Mark (Upwelling Capital) and David Snow, Burdel and Altendorf paint the picture of a market in transition — thirty percent of European
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