Archive - TheAltView

NAV-Squeezing with CAZ Investments

Introducing the CAZ Strategic Opportunities Fund. Can we all be super?

Jul 16 •

When Lowered Expectations=Progress

How Ted Seides' proposed PE vs. S&P bet helps the Alts Propaganda Machine.

Jul 9 •

June 2025

May 2025

Mercer's Dodgy Alts Assumptions

Seems like they all do it

May 30 •

This is what the *Democratization of Alts* looks like?

May 28 •

Stepstone's NAV Juicer

It's the BEST time to be an Evergreen Secondary PE manager! 1. Buy stuff 2. Mark up to NAV 3. Show great returns 4. Raise more capital 5. Repeat 1-4

May 27 •

RE: Alts Executive Order lol

RE: Presidential Executive Order on Alternatives in 401(k) plans

May 22 •

Neuberger Berman & Alternative Investments

Are you ready to (Hypothetically) Rocket with some dodgy assumptions?

May 11 •

Ivy Invest: Marketing for Gangsters

How to game the benchmarks

May 11 •

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