Learning about asset classes without having the actual experience?
Hey guys, maybe this is an odd/dumb request but..
I spent a few years working as an analyst building operating models so I’m decent at that stuff but I’m starting a new job at a wealth management firm and my job will be to allocate assets across different asset classes and managers. I have no problem with the assets themselves and understand at least at a high level how they work but have no experience with the processes. For example..
Private equity: how does the deal process and funding? Where can I learn what some important things to cover are when speaking to managers?
Private debt: origination process, important aspects of debt deals, etc.
Basically I understand the asset classes but don’t understand any of the processes and what may be important intricacies of deals, structures, originations, etc.
Does anyone know of any good resources where I can learn this stuff before I start and am clueless in meetings?
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