Ahead In The Count Ep. 108 - Private Investment News with Mark Flickinger

Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth.

In this episode, Mark Flickinger returns to discuss why the fall of 2025 presents a unique opportunity for investing in private markets. The conversation covers current market dynamics, the importance of manager selection, and new accessibility options for private market investments.

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Key Topics Discussed

Why Now Is an Attractive Time for Private Markets

• Valuation opportunities
• Buy low strategy
• Market fundamentals

Current Market Dynamics

• Capital constraints
• Opportunity zone
• Consolidation potential

The Private Market Shakeout

• Market correction: Approximately 50% fewer venture funds active compared to recent peak years
• Discipline matters
• Long-term perspective: Removing the COVID-era bubble reveals a consistent growth trajectory from 2017-forward

Increased Accessibility to Private Markets

• Evergreen funds and BDCs
• 401(k) developments
• IRA options: Self-directed IRAs already enabling private market participation with tax advantages

Investment Considerations for Ballplayers

• Manager selection is critical: Not all private equity returns are equal - performance varies significantly by manager
• Portfolio fit: Best investment available isn't always the right one for individual circumstances
• Professional guidance: Importance of working with experienced managers who evaluate deals daily
• Tax efficiency: Private credit investments work well in tax-advantaged accounts

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