Asset Manager Case Study: Value-Add Healthcare Private Equity (Part 3)

What does it look like to become an institutional-grade fund manager?

In this fifteenth episode, join Michael Ballard and me as we discuss our journey to institutionalize his middle market medical services value-add private equity firm, CCS Growth Partners.

We are documenting Michael’s progress month-over-month as he weans CCS off parasitic capital providers and scales his AUM on responsibly structured terms.

In part 1, we discussed how his strategy works and the paradigm shift required for him to control his own capital.

In part 2, we discussed measuring and optimizing the risk-adjusted performance of his strategy.

In part 3, we discus how the research required to backtest his strategy uncovered an unexpected opportunity in public markets…

Whether you're a professional asset manager, novice retail investor, or fall anywhere in between, if you care about money and want to learn how to gain the power of capital creation for yourself, this show is for you.

To learn more about the topics discussed in this podcast, read The Shadow Banker's Secrets: Investment Banking for Alternatives:
https://www.adagioinstitute.org/shadow-bankers-secrets-book