November 10, 2025
Jay Ripley, GEM’s Head of Investments, joined Ted Seides on the Capital Allocators podcast to discuss his path from private equity to GEM and what it means to move from a GP to an LP seat. Jay explored GEM’s approach to identifying and backing emerging managers and independent sponsors, the challenges of manager selection amid growing dispersion, and how GEM’s independent, owner-operator model shapes our ability to construct durable portfolios on behalf of our clients.
Listen to the full episode below.
CIO Matt Bank joined a group of fellow CIOs on the Capital Allocators podcast to discuss how each of them is evaluating the benefits and risks of integrating AI into their investment practices today.
We believe the lower middle market remains one of private equity’s most durable and least crowded sources of outperformance. In our latest research report, we examine the data behind our thesis and explain why we think disciplined manager selection creates a distinct edge.
In this mid-year follow-up to our 2026 Outlook, we revisit the four themes shaping this year's markets—AI's debt-financed buildout, accelerating private market access, biotech's continued momentum, and a slowly healing real estate market—and take stock of what's playing out as anticipated and what isn’t.
Let’s start a conversation about how we can help.
