publications

The Four Dynamics Shaping Global Private Markets
2022 • Portico Advisers
Thoughts on the primary fundraising landscape, industry consolidation, macro, and the emergence of crypto as an institutional asset class.

Does Emerging Markets Private Equity Scale?
2017 • Portico Advisers
What is the absorptive capacity of EM private equity / venture capital?

Is Emerging Markets Private Equity Dying?
2016 • Portico Advisers
Explores several existential challenges besetting the EM private equity industry.

Framing Africa’s private equity landscape in a pan-emerging markets context
2014 • Financial Times
Synopsis of remarks I delivered at the UN Economic Commission for Africa’s Ninth African Development Forum (Marrakech, Morocco).

The Evolution and Future of Private Equity in China
2012 • Palgrave Macmillan
Chapter in Darek Klonowski’s Private Equity in Emerging Markets: The New Frontiers of International Finance. Provides an overview of the development of China’s domestic PE industry and local-currency fund managers; also covers three trends shaping the future of the industry. Co-authored with Sarah E. Alexander.

Generation ‘Y Me?’
2011 • The Wall Street Journal
Changes in demography, capital markets, and geopolitics mean young Americans face a bleaker investment future than their parents did.

The Country Team: Restructuring America’s First Line of Engagement
2007 • Joint Force Quarterly
On restructuring U.S. Embassies to improve their effectiveness. Co-authored with Ambassador Robert B. Oakley.