Recorded on April 14, 2022. 

Listen to our market update and Q&A hosted by market expert and Cresset’s Chief Investment Officer Jack Ablin and Cresset Co-Chairman and Founding Partner Doug Regan. Learn about current market trends and goals-based investing strategies to help insulate your portfolio.

Featured is Cresset Partners Executive Managing Director, Private Capital, Chris Boehm and Director, Private Capital Jordan Stein to give an outlook on the emergence of Venture Capital (“VC”). VC has consistently outperformed other asset classes over the last 25 years.1 As a result, many sophisticated institutions are steadily increasing portfolio allocations to the strategy. While successful as a category, VC has one of the largest spreads between the top- and bottom-performing managers. Therefore, it is imperative to gain access to top-tier managers, which is difficult to accomplish for most investors.

1. Source: Pitchbook, public data

About Jordan Stein

Jordan serves as Director, Cresset Private Capital and is responsible for evaluating investment opportunities across a variety of industries and products. Prior to Cresset, Jordan served in multiple roles for a large vocational education company, including Chief of Staff to the CEO, Brand President, and Director of Financial Planning and Analytics. Before that, Jordan spent two years at Moelis & Company focusing on middle-market M&A advisory.

Jordan received his MBA from the University of Chicago Booth and holds a Bachelor of Arts in Economics and Accounting from Claremont McKenna College. He currently resides in the Gold Coast neighborhood of Chicago.