The Goldilocks Zone: Finding Value in Venture & Growth Secondaries

Podcast: Alternative Allocations with Tony Davidow · Franklin Templeton

Opublikowano: 2026-10-06

In this episode of Alternative Allocations, host Tony Davidow sits down with Matt Hodan, Partner at Lexington Partners, to explore the evolving opportunity set in venture and growth private equity. They discuss the secular trend of companies staying private longer and what that means for investors seeking exposure to some of tomorrow's most innovative companies. Matt introduces Lexington's "Goldilocks zone" of value creation, explains how secondary investing in venture and growth can offer built-in diversification while limiting both early-stage risk and late-stage valuation risk, and shares the importance of being embedded in the Silicon Valley ecosystem for sourcing opportunities...