10 East
@invest10east
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Where founders, executives, and portfolio managers of leading investment firms access private markets. Not investment advice.
New York, New York
Joined July 2011
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A membership-based investment firm is a somewhat novel concept, here’s where we fit in the broader financial services ecosystem:
High-quality access to private market exposures is resource intensive—it requires a dedicated team and institutional resources. Informal channels…
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"In real estate, portfolio positioning is market and subsector specific. Rates are the key headline. Heavy value-add or development business plans with strong long-term fundamentals and healthy unleveraged returns may be interesting, otherwise we expect distressed transactions…
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"Highly levered private-equity-backed businesses and real estate assets, underpinned by optimistic underwriting assumptions, may be on the wrong side of upcoming restructurings. Distressed investors—mainly relegated to the sidelines for a decade—are today licking their chops with…
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Join us today at 1pm ET for An Exploration of Wealth and Legacy with
@morganhousel
, a virtual event intended to explore the seldom-discussed aspects of wealth, such as the emotional and psychological implications of financial abundance.
Reserve your spot in advance of the…
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"We believe certain businesses, namely those that are cyclically insulated, as well as mission critical services (relative price inelasticity), are well-positioned. However, larger-scale funds anchored to the ZIRP playbook—buying companies at high multiples and deploying…
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In 2022, 11% of GPs with +$1 billion in assets under management attracted 72% of all LP capital in private markets (Pitchbook, 2022). Most blue-chip firms are predisposed to scale bias. Once they reach a certain critical mass, investing in lower-middle market or more esoteric…
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We invite you to join us on March 6th for a discussion with
@morganhousel
, the New York Times Bestselling author of The Psychology of Money and Same As Ever, as we delve into legacy, inheritance and intergenerational family issues.
The event will be moderated by
@brianportnoy
,…
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VC is cyclical and risk-on, and for the past decade+, the macroeconomic backdrop was rocket fuel for the industry. But the focus by VCs on ownership targets, in conjunction with capital flow increases, left many companies bloated with capital.
The underbelly of this sector was…
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"In Private Equity, we expect the lower/middle market, our “sandbox,” to be relatively more insulated, and within this market segment, we see pockets of opportunity. Not to imply that this market tier doesn’t feel pain from rate hikes—but with lower entry multiples, leverage…
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"We are a net seller of VC exposures that have capitalization issues (i.e., those that can’t raise a fresh slug of capital or are encumbered by overcapitalization). Industrywide, TVPI sits precariously at levels not reflective of reality." - 10 East Private Market Outlook, 2023
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“The current climate offers a new breed of win-win investment opportunities, taking advantage of LP’s quest for liquidity, GP’s need for additional investment resources, and changing investment appetite. Resourceful plugged-in investment groups with rich deal flow offer investors…
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Our founder and chairman Michael Leffell recently sat down for a candid conversation with
@tseides
on Capital Allocators. In today’s episode, Mr. Leffell breaks down the discipline, focus, and intellectual rigor that shapes his professional ethos, from his early days at Davidson…
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"Most of our foundational investment principles stem from straightforward questions, such as:
a) Why is our firm so fortunate to be offered this opportunity?
b) How do we recoup our investment?
c) Is this something we understand?
d) How are our interests aligned with those of…
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The growing buy-sell gap is likely to create zombie GPs as aging assets pile up and return hurdles are not met.
As exit opportunities dry up, GPs are increasingly turning to secondary transactions to placate LPs who are pushing for liquidity. Despite this uptick in deal volume,…
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Our Founder and Principal, Michael J. Leffell, on conducting thorough diligence prior to bringing investments to the 10 East platform. Listen to the full episode of Capital Allocators with
@tseides
at the link below or on your preferred podcast app.
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Join us for a cybersecurity focused webinar featuring
@Rseewald
, Founder and Managing Partner of
@EvolutionEquity
, Taher Elgamal, Partner at
@EvolutionEquity
, and Adam Pfefer, former Director of Corporate Information Technology at Davidson Kempner.
The conversation will touch…
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1/ "...Strategies that underwrote multiple expansion might be swimming upstream to hit their benchmarks/return targets. Further, portfolio companies that lack pricing power in an inflationary environment will struggle as rising costs erode margins....
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We are delighted to announce the release of our Private Market Outlook for 2024. This comprehensive report includes insights, trends, and data across our four verticals - private equity, private credit, venture capital, and real estate - and specific areas where we see…
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Our Founder and Principal, Michael Leffell, touching on his favorite types of investments with
@tseides
of Capital Allocators…
Listen to the full episode at the link below or on your preferred podcast app.
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2/ Together, these ingredients create a coarse soup of circularity, where dampened fundamentals and rate cycle risk fuel significant headwinds for the industry..." - 10 East, Private Market Outlook, 2023
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