Randy Cohen, Professor of Entrepreneurship & Finance Harvard Business School Co-Founder, PEO Partners

Podcast: Alpha Exchange · Dean Curnutt

Opublikowano: 2026-10-28

Private equity has become an increasingly important part of institutional portfolios. Investors are attracted to its long-term return potential, the ability to influence portfolio companies and, perhaps less explicitly, the relatively smooth performance that comes from periodic rather than daily valuations. But what exactly are investors being compensated for? And how much of private equity's return profile can be recreated in public markets? My guest today is Randy Cohen, Professor of Finance and Entrepreneurship at Harvard Business School and Co-Founder of PEO Partners. Randy has spent much of his academic career studying asset pricing, investment m...