Pioneering Tomorrow: Exploring market opportunities and strategic outlook.
Navigating the Unknown: Conquering challenges head-on and shedding light on the key areas of risk.
Illuminating Excellence: Showcasing performance and track record in this dynamic landscape.
Thriving Through Turbulence: Unveiling the journey, from market corrections to realizations.
Raising the Bar: Unveiling the future with Vista Flagship Fund VIII fundraising and growth prospects.
Managing Director at Vista Equity Partners
CFA – Vice President of the Investment Team at Petiole USA Limited
Education - 3 min
The intelligent investor seeks two things: 1) the right level of return for their financial objectives 2) the appropriate level of risk required to deliver such returns.As we’ve covered elsewhere, the outlook for returns in the public markets is declining just as the risks (political and economic) are rising. This has led many investors to consider private markets, especially private equity (PE), as a way to maintain returns while reducing risk through diversification.
Jul 28, 2025
Education - 4 min
Women are becoming increasingly visible in wealth creation, management, and investing. This isn’t a sudden shift; it’s the result of decades of quiet influence, evolving access, and growing confidence now meeting a more inclusive financial landscape.Globally, women already control one-third of investable wealth, a figure projected to reach 35% by 2025. Women currently hold about 40% of global wealth, and this share is expected to grow at a compound annual growth rate of 8.2% by 2025, outpacing men’s projected growth rate of 5.2%.[1] What’s changing today is not the capability of women as investors, but the visibility and support around them.
Aug 18, 2025
Education - 5 min
Retirement planning has entered a new era. For decades, a balanced mix of stocks and bonds formed the foundation of long-term investment strategies, trusted to grow and preserve wealth across market cycles. But the landscape has changed. Volatility is more persistent, interest rates are harder to predict, and traditional portfolios increasingly fall short of delivering the stability and income needed in retirement.Building a resilient retirement plan today requires more than conventional allocations. It calls for broader diversification, dependable income, and assets that respond differently to market forces. This is where private markets come in. Once accessible only to institutions, asset classes like private credit, real estate, private equity, and infrastructure are now playing a larger role in long-term portfolios, offering new ways to manage risk and capture growth potential.
Jul 31, 2025