Episode Details

Head to https://www.youtube.com/@bensmarketchat for the full interview

The landscape of late-stage technology investing is undergoing a fundamental shift. As high-flying "unicorns" opt to stay private longer, resisting traditional public listings, the secondaries market has transformed from a liquidity alternative into a primary destination for sophisticated institutional capital. Navigating this complex, highly concentrated environment requires a rare combination of macroeconomic foresight and deep private market expertise. 

Few investors are better positioned to decode these market dynamics than Denis Blank , the Chief Investment Officer of LTC. 

With over 25 years of experience as an investor and financier, Denis has successfully deployed more than $2 billion in capital across private and alternative asset classes. His pedigree includes a transformative decade-long tenure at Hermitage, once one of the world’s largest independent Emerging Markets funds. He later scaled his multi-asset capabilities by running the family office of Hermitage’s founder, followed by several high-profile CIO roles at multi-billion-dollar family offices. Today, he leads the investment strategy for LTC, a $250 million technology-focused secondaries fund manager. 

In this exclusive interview, Denis pulls back the curtain on the institutional shifts defining the tech sector today. We explore why the world's most valuable tech firms are shunning the public markets, how the Rest of the World can compete against absolute US tech dominance, and how LTC leverages its unique London ecosystem—anchored by industry titans like Martin Gilbert—to source off-market opportunities. 

From the disciplined underwriting to how their portfolio companies are defensive-proofing their moats against AI disintermediation, Denis shares a masterclass in modern private equity investing. 

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