Juniper Square

What does it take to build a successful minority stakes investment firm in today’s market? In this episode of The Distribution by Juniper Square, Brandon Sedloff sat down with Charlie Ruffel, co-founder and managing partner of Kudu Investment Management, LLC. During their conversation, Charlie his journey from financial journalism to co-founding a firm that’s deployed over $1B in permanent capital across 30+ asset and wealth managers. Hear how Charlie built Kudu, why permanent capital matters, and what trends he's watching in private markets. 🎧 Listen now: https://lnkd.in/eHE4QBHF 💻 Watch now: https://lnkd.in/g8zJSk2k

As we enter a "golden age" of private markets, GPs will have to change their products and processes to attract and retain retail investors. Are your fund operations ready to scale and capitalize on this opportunity? Read our latest blog to find out how your firm can stay competitive in the new era of private markets: https://lnkd.in/gXceBTge

How are private equity firms responding to investors' increasing demands for transparency and speed? Juniper Square's Christine Egbert and Dorota Kowalski CPA were recently featured in Private Funds CFO's 2025 Future of Fund Services report, where they discuss how firms are evolving to meet these expectations. Get their take on the strategies firms use to stay ahead and gain a competitive edge. > https://lnkd.in/g_svEECv

Last week, we had the privilege of sponsoring the 'March Madness' event with NYPEN, bringing together colleagues from across the private equity industry for an unforgettable evening! A big thank you to everyone who joined this amazing event.

💸  How will the macro environment shape private markets? Just like a buzzer-beater shot can change the game, the macro environment can make or break private market strategies. Interest rates & tariffs – Will the Fed ease rates and provide relief, or will inflation force another hike? IPOs vs. Private for longer – Will high-profile companies finally go public, or will capital remain locked up in private markets? Your predictions matter! Vote here.

The hottest VC battle of 2025! 🔥 Venture capital has always been a game of fast breaks and big bets. But as AI companies attract billions in funding, some investors are questioning if the hype will hold. DeepSeek and other breakthroughs suggest AI innovation may not require endless capital. Could this signal a shift in VC funding, or will AI continue to dominate? Vote now!

In our latest episode, Alex Robinson, CEO and Co-founder of Juniper Square, dives into the key trends transforming the private markets industry: > The rise of retail investors > The impact of AI > The future of regulation in private markets Listen as Alex shares valuable insights on how these trends are reshaping the landscape and what private market firms need to do to stay competitive in an ever-evolving environment. 💻 Watch: https://lnkd.in/gvzAtqMD 🎧 Listen: https://lnkd.in/gVfMiJ5x

We are proud to have partnered with TAIA and MFA earlier this month to co-produce two thought leadership sessions at the Texas Alternatives 2025 conference. Our sincerest thank you to Jonathan Broch, Ted Gooden, Samara Shepherd, and Alex Brooks for joining us onstage to discuss Operational Alpha and Fund Formation. We look forward to continued partnerships with everyone mentioned!

As Women’s History Month comes to a close, we recognize that the impact of women in private markets isn’t confined to just one month—it happens every day. Leaders like Deborah Smith, Co-founder and CEO of The CenterCap Group, remind us that authenticity isn’t just valuable—it’s essential. When women are empowered to lead as their authentic selves, firms, investors, and the entire industry benefit. Let’s continue to recognize and uplift the women driving the future of private markets through their leadership and authenticity.

The Juniper Square mobile app makes it easy to: - Quickly access investor data: View investor profiles and get a snapshot of their investments and offerings so you never miss a detail. - Respond faster: Follow up on conversations, invite prospective investors to data rooms, and move the relationship forward—whether you're in the office or on the move. - Keep data organized and accurate: Easily log meetings, calls, and notes as they happen, so your investor CRM is always up to date. Learn more now > https://lnkd.in/gQg_APij