21 Jul 2026
Mark Perry covers the key trends among private market investors in the US
On the latest Intergenerational Thinking, Aurellan's CEO Chris Di Leva sat down with Mark Perry, Head of Alternatives Manager Research at Wilshire. A few contrasts that stood out:
📊 The average US institution holds around 25% in alternatives, a far cry from NZ investor allocations.
🎼 "Alternative yield" - music royalties, transportation leasing, specialist lending can potentially offer private credit-like returns with genuinely uncorrelated risk.
🤔 And the question almost nobody is asking: are most retirement portfolios actually too liquid?
We've got to know Mark and his team well over the past nine months, working together to unearth true diversification from listed markets, culminating in the launch of the Aurellan Private Markets Yield Fund. The Information Memorandum is available to wholesale investors by contacting us or Adminis.
🎧 Listen to the full episode:
🍎 Apple Podcasts: https://lnkd.in/e3Nbn55g
🟢Spotify: https://lnkd.in/eecjqM_V
❤️ iHeart: https://lnkd.in/eH2U_FBN
Important information: Aurellan is an investment management client of Wilshire; no compensation was paid for this episode. Views expressed are personal opinions as of the recording date, subject to change, and are not an offer or solicitation to buy or sell any security. Statistics and performance comparisons discussed are estimates only and are not indicative of future results.