#394 - Alex Robinson - Co- Founder & CEO @ Juniper Square - The New Survival Code for GPs (Private Markets Are Rapidly Being Disrupted)
Description
In today’s episode, I sit down with Juniper Square Co-Founder & CEO Alex Robinson for a conversation on the seismic shifts reshaping private markets and the future of investing.
We dig into the impact of interest rate changes, the rise of retail investors, and why GPs face both opportunity and disruption in today’s environment. We also go deep on artificial intelligence, how it’s already transforming knowledge work, and the role it will play in redefining private market operations. Alex shares both a macro view of these changes and the mindset he’s using as a CEO to navigate them inside Juniper Square.
We discuss:
- How rising rates have affected private credit, real estate, and venture capital differently
- Why retail investors will be a defining force in the next decade of private markets
- The tension between becoming a mega-cap manager or staying a differentiated sharpshooter
-Why liquidity is one of the hardest challenges to solve for private investors
- How AI will fundamentally rewire every role inside a GP and beyond
Links:
Alex on LinkedIn - https://www.linkedin.com/in/alexrob22/
Juniper Square - https://www.junipersquare.com/
Topics:
(00:00:00 ) - Intro
(00:04:43 ) - The state of the private markets
(00:16:35 ) - How Juniper Square is tackling LP Liquidity simplification
(00:24:48 ) - The state of AI
(00:34:27 ) - How AI will impact the typical GP
(00:40:52 ) - Alex’s perspective on AI as a CEO
(00:52:28 ) - Building JunieAI
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