Santiago Morazzani

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Weekly Round Up

13,000 PE Managers, AI’s ROI Test, Cyber Spending Surge

Sep 1, 2026

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4 min read

13,000 PE Managers, AI’s ROI Test, Cyber Spending Surge

More managers, less track record clarity. Plus, AI enters its prove-it era and cyber budgets keep climbing.

Santiago Morazzani

Weekly Round Up

Buyouts Near $2T, Victory’s $7B Bet, BDCs’ Capital Trap

Aug 27, 2026

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3 min read

Buyouts Near $2T, Victory’s $7B Bet, BDCs’ Capital Trap

Buyout activity rebounds, BDC valuations reshape private credit deployment, and Victory Capital makes a major scale play.

Santiago Morazzani

Weekly Round Up

Insurance’s Growth Map, PE’s Manager Gap, CRE’s Narrow Exit Window

Aug 25, 2026

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4 min read

Insurance’s Growth Map, PE’s Manager Gap, CRE’s Narrow Exit Window

Emerging markets pull ahead in insurance, manager selection becomes the real alpha, and CRE liquidity starts to thaw.

Santiago Morazzani

Research Deep Dive

Aug 24, 2026

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10 min read

The Next Insurance Growth Frontier

Where Protection Gaps, Emerging Markets, and Fiscal Pressure Are Creating New Opportunities for Private Capital

Santiago Morazzani

Weekly Round Up

Private Equity’s Exit Problem Is Getting Bigger

Aug 13, 2026

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4 min read

Private Equity’s Exit Problem Is Getting Bigger

Record portfolio inventory is meeting slower exits, pushing sponsors toward new liquidity strategies.

Santiago Morazzani

Weekly Round Up

PE’s Scaling Paradox Meets Rising Deal Activity

Aug 11, 2026

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4 min read

PE’s Scaling Paradox Meets Rising Deal Activity

Smaller funds are outperforming, PE is writing bigger checks, and AI is finally showing up in the productivity numbers.

Santiago Morazzani

Research Deep Dive

The Small-Fund Premium: Why Less Capital Often Produces More Value

Aug 11, 2026

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12 min read

The Small-Fund Premium: Why Less Capital Often Produces More Value

Scale brings advantages, but in private equity, smaller funds may have the edge when it comes to alpha.

Santiago Morazzani

Weekly Round Up

When Markets Grow but Companies Don't Win

Aug 4, 2026

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4 min read

When Markets Grow but Companies Don't Win

Why bigger funds are generating lower returns, why fundraising has become a battle for LP attention, and why liquidity is returning—but only for the highest-quality assets.

Santiago Morazzani

Monthly Deep Dive

The Independent Sponsor Paradox: Smaller Capital Pools, Bigger Return Potential

Aug 3, 2026

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20 min read

The Independent Sponsor Paradox: Smaller Capital Pools, Bigger Return Potential

Breaking down the structural advantages behind independent sponsor performance.

Santiago Morazzani

Research Deep Dive

Aug 5, 2025

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16 min read

The Rise of Alternatives

Beyond the 60/40 Playbook in Investment Portfolios.

Santiago Morazzani

Santiago Morazzani

13,000 PE Managers, AI’s ROI Test, Cyber Spending Surge

Buyouts Near $2T, Victory’s $7B Bet, BDCs’ Capital Trap

Insurance’s Growth Map, PE’s Manager Gap, CRE’s Narrow Exit Window

The Next Insurance Growth Frontier

Private Equity’s Exit Problem Is Getting Bigger

PE’s Scaling Paradox Meets Rising Deal Activity

The Small-Fund Premium: Why Less Capital Often Produces More Value

When Markets Grow but Companies Don't Win

The Independent Sponsor Paradox: Smaller Capital Pools, Bigger Return Potential

The Rise of Alternatives

PE 150

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