Can We Talk in Private?
Can we talk in private? brings you behind the scenes with Future Standard’s Investment Research team and experts shaping the conversation. Each episode explores the trends, risks and opportunities impacting private markets, delivering practical insights you can put to work.
This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Future Standard is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the author and do not necessarily reflect the views, opinions or positions of Future Standard. Interviews, including interviewee responses, are not intended to produce or solicit an endorsement of Future Standard or its products. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. Future Standard does not provide legal or tax advice and the information herein should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact any investment result. Future Standard cannot guarantee that the information herein is accurate, complete, or timely. Future Standard makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.Any projections, forecasts and estimates contained herein are based upon certain assumptions that the author considers reasonable. Projections are necessarily speculative in nature, and it can be expected that some or all of the assumptions underlying the projections will not materialize or will vary significantly from actual results. The inclusion of projections herein should not be regarded as a representation or guarantee regarding the reliability, accuracy or completeness of the information contained herein, and neither Future Standard nor the author are under any obligation to update or keep current such information. All investing is subject to risk, including the possible loss of the money you invest.
Can We Talk in Private?
2026 Midyear Private Markets Outlook featuring Mike Kelly
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
In the first episode of Can We Talk in Private?, the new podcast from Future Standard, hosts Alan Flannigan and Andrew Korz sit down with Future Standard Chief Investment Officer Mike Kelly to share their views on the major themes driving private markets. They explore how the changing macro regime is reshaping the role of asset allocators, driving the importance of portfolio construction higher. Defining trends from the start of the year remain in focus. Capital concentration and increased geopolitical uncertainty continue reshaping the opportunity set—driving value outside the large and mega-cap segments.
And what happens when software, private equity and private credit’s long-favored industry, now faces a constant threat from AI? Where does this money go instead? The obvious answer is AI, but the playbook for success looks very different. For the first time, they provide their outlook on digital infrastructure, a rapidly growing collective of themes supporting the AI build-out and more.
As CIO Mike Kelly discusses, the path ahead in the second half is compelling but demanding. In a market focused on innovation and building the future, the discipline to remain focused on investor objectives and portfolio resilience are critical. As AI eats the world, truly differentiated sources of growth and income outside concentrated themes are increasingly valuable for investor portfolios.
For actionable insights, enjoy the first episode of Can we talk in private?.
For more research insights go to https://futurestandard.com/insights
Andrew Korz
Host
Alan Flannigan
Co-host
Kirsten Pickens
Co-host
Ryan Robertson
Co-host
Mike Kelly
GuestPodcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.