The Illiquidity Premium: Lessons from Institutions

Podcast: Alternative Allocations with Tony Davidow · Franklin Templeton

Opublikowano: 2026-05-05

In this episode, Tony Davidow sits down with Wendy Li, founder of Ivy Invest, who brings nearly two decades of experience investing for major endowments and foundations to her mission of democratizing institutional investment strategies. Wendy shares invaluable lessons learned and explains why the illiquidity premium shouldn't be reserved for institutional investors alone and how evergreen fund structures are changing the game for individual access to private markets. The conversation explores current opportunities in GP-led secondaries and distressed credit, while providing practical guidance on how advisors can help clients overcome their conditioning around daily liquidity. This is a must-listen...