In the latest episode of Dakota Live!, we welcome Xinxin Liu, Senior Research Analyst for Private Equity and Credit with AndCo Consulting. AndCo Consulting is an independent, SEC registered institutional investment consulting firm headquartered in Winter Park, Florida. As of December 2022, they are responsible for nearly $91 billion in assets under advisement, advising hundreds of institutional clients across the United States, Bermuda, and Canada.

In her role, Xinxin focuses on private equity and private debt investment research, including the servicing of institutional client relationships. Previously, she held a variety of roles with Wells Fargo for nearly twelve years as an analyst, strategist, and consultant. With responsibilities ranging from manager research focusing on private real assets (real estate, infrastructure, and natural resources) and REITs to leading the sourcing and due diligence of Private Equity, Private Debt, and Private Real Asset funds, Xinxin has an extensive background in manager research and selection which she shares over the course of our informative and insightful discussion.

Dive deep with us into the nuances of investment strategies, manager selection, and market analysis. Along the way, we explore the transformative landscape of private equity and credit, venture capital, and more. Don’t miss this must-listen episode for anyone eager to gain knowledge about investment manager research and private market solutions.

Disclosure:

This material is the product of Dakota live! Podcast. It is being provided for informational and educational purposes only. It is not intended to be reproduced and should not be regarded as investment advice or as a recommendation regarding any particular course of action and additionally is not intended to provide, and should not be relied upon, for legal advice. The opinions expressed herein are solely those of the speakers and may not represent the firm views of AndCo Consulting, LLC. Certain information is based on sources and data believed to be reliable, but AndCo cannot guarantee the accuracy, adequacy or completeness of the information. This presentation does not cover all risks or underlying factors associated with the referenced asset classes. Potential investors should thoroughly review all investment risk factors prior to investing. Please consult with your investment advisor.

The referenced Greenwich Award is not indicative of AndCo’s future performance. These awards or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if they invest with AndCo, nor should it be construed as a current or past endorsement by any of our clients. AndCo did not pay a fee to participate in this award survey.

AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement for the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. AndCo Consulting and Dakota are not affiliated entities.

Dakota Live! Podcast: Private Market Research and Strategy with AndCo Consulting

Dakota Live! Podcast

Dakota Live! Podcast: Private Market Research and Strategy with AndCo Consulting