{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"CAIS Live Conversations, Building With Alts ","title":"T. Rowe Price, Goldman Sachs, and OHA on Education, Evergreen Structures, and Portfolio Construction (EP.49)","html":"","width":"100%","height":180,"duration":2889,"description":"Private markets education and portfolio construction anchor this CAIS Summit 2026 panel with Rob Sharps of T. Rowe Price, John Waldron of Goldman Sachs, and Glenn August of OHA. Moderated by Maneet Ahuja, the conversation looks at why interest in private markets has grown among individual investors and how each speaker thinks about building portfolios. They share their views on concentration in public equity portfolios, evergreen structures, and the trade-offs that come with illiquidity. The panel also covers recent private credit headlines, dispersion across managers, and where retirement may fit in.\nChapters\n\nChapter 1: Why Private Markets, and How the Collaboration Came Together (01:16)\nChapter 2: Institutional Allocations and Individual Investors (09:01)\nChapter 3: Strategy and Building Portfolios (13:13)\nChapter 4: One Year In (15:34)\nChapter 5: Investor Demand and the Education Opportunity (22:36)\nChapter 6: Concentration, Innovation, and Simplification (27:17)\nChapter 7: Liquidity, Redemption Structures, and Multi-Strategy Models (31:41)\nChapter 8: Evergreen Structures (35:14)\nChapter 9: Private Credit Headlines and Manager Dispersion (37:23)\nChapter 10: Looking Ahead: Retirement, Portfolio Construction, and Final Thoughts (42:43)","thumbnail_url":"https://img.transistorcdn.com/jQSXh-B--p3uldAuQufN_2rX3-YRtrCcq15l6nZZODQ/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zOTQ1/MDBkZjJkZTgxNDBm/ODlkYTVmNDI2NTQ1/MjFlNy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}