Keep pulling the thread on Kristin Olson.
Goldman Sachs manages over $500 billion in private assets.
Goldman Sachs currently recommends that a moderate-risk client should have an allocation of approximately 27% to alternative investments.
Goldman Sachs's external investing group, which performs due diligence on outside managers, consists of over 400 people globally, with 250 dedicated to manager selection.
A Goldman Sachs survey found that millennials are leading a significant shift in investment behavior towards alternative assets.
A Goldman Sachs survey found that less than 50% of financial advisors have discussed alternative investments with their clients.
According to a Goldman Sachs survey, households with $10 million or more in investable assets typically use two different financial advisors.
Kristin Olson observes that recent advances in AI are increasing investor risk appetite for venture capital and growth equity investments.
Modern infrastructure investing focuses on areas like digital infrastructure, data centers for AI, and the energy transition, moving beyond traditional assets like toll roads and ports.
A key due diligence question for private equity firms today is how they are incorporating the opportunities and threats of AI into the value creation plans for their portfolio companies.
Over the past few years, strong client demand for yield has driven significant interest in private credit investments.
The average time for a company to go public via an IPO is now 10 years.
The '60/20/20' portfolio, comprising 60% equities, 20% fixed income, and 20% alternatives, is emerging as a potential replacement for the traditional '60/40' portfolio.