The Allocator’s Atlas: Tracking recent vintage performance
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The Allocator’s Atlas is a specialized webinar series designed for LPs, where you’ll gain valuable insights and expert perspectives to effectively navigate your investment strategies and portfolio management.
In our inaugural webinar of the series, a panel of PitchBook analysts provided insights on how macroeconomic challenges have affected private capital returns, capital call and distribution rates across asset classes, and the cash flow J-curves of private equity funds more specifically.
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Key topics
An update on our latest fund performance benchmarks and PitchBook Private Capital Indexes returns
Analysis of cash flow patterns by asset classes and what has driven their volatility
What J-curves of recent PE fund vintages across strategies and fund sizes look like today and their potential future trajectories
Zane Carmean is the director of quantitative research at PitchBook, where he conducts data analysis, creates financial models, and authors research reports and thematic analyst notes covering private markets. He helped build PitchBook’s proprietary private fund benchmarks, Manager Scoring methodologies to analyze GP track records, as well as cash flow forecasting tools to assist allocators in estimating future cash flow and commitment pacing needs. Carmean leads a team of analysts supporting the creation of new tools, research, and analytics for clients to leverage PitchBook data sets. Prior to PitchBook, he was a senior associate at Green Street Advisors, where he conducted the research and analytics behind many of the firm’s strategic research reports in the commercial real estate industry.
Carmean received bachelor’s degrees in finance and economics from Loyola University Chicago, and a master’s degree in finance from Bocconi University in Milan. He is also a CFA and CAIA charterholder. He is based in PitchBook’s Seattle office.
Jinny Choi is a senior private equity analyst at PitchBook, covering both US PE and global M&A markets with a focus on PE exit activity, cross-border M&A and antitrust risk. Choi’s insights have been cited in numerous publications including Business Insider, The Wall Street Journal and Private Equity Wire. Prior to joining PitchBook, Choi was a senior investment analyst at the Conrad N. Hilton Foundation, where she monitored existing investment managers, evaluated prospective investment opportunities in all asset classes, and conducted portfolio and strategy analysis.
Choi received a bachelor’s degree in international relations with an emphasis in global business from the University of Southern California. She is based in PitchBook’s Seattle office.
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