BALAFAS ON BLOOMBERG: "We're looking at private markets."

8/4/2025

Our founder and CEO Sevasti Balafas, CFA, CPWA® chatted with the Bloomberg Surveillance team this morning on how she is positioning client portfolios and the opportunity she sees in private markets.

"We saw the peak of the venture growth bubble in 2021, since then valuations have been pretty muted. So opposed to public markets, where valuations are on the higher end and we have a concentration in the S&P -- where 40% is made up of ten names -- we're looking at private markets."

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