The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Finance/RPM - Reflections on Private Markets
RPM - Reflections on Private Markets artwork

Implementation framework

RPM - Reflections on Private Markets · 2026-05-06 · 22 min

0:00--:--

Episode notes

In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets - exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.

More from RPM - Reflections on Private Markets

All episodes →
  • Beyond top quartile: what deal-level benchmarking unlocks for private market investors62 / 100
  • Venture's shifting landscape: liquidity, selectivity, and secondaries
  • Finding an edge in UK private equity: Scarcity, specialism, and succession
  • Power, planets & the abyss - how AI, space, and the deep sea are shaping private markets
  • The case for emerging managers with Ted Panarese and Aditya Fontana-Raina
Explore the best B2B Finance podcasts →
All RPM - Reflections on Private Markets episodes →