Where do your investment opportunities come from?

Mavros offers direct access to a universe of global investment opportunities typically only available to institutional investors. The firm leverages an integrated platform of our investment bank, family office and asset management businesses, in additional to a curated client base that creates an ecosystem of proprietary deal flow. Most importantly, we offer these opportunities with a differentiated level of alignment.

Why do you turn down so many investment managers?

As investors across both public and private asset classes, the illiquidity premium in private markets requires top decile managers and performance. Our manager selection and due diligence process has been built over decades stemming from our teams’ institutional backgrounds, in addition to a meticulous decision making strategy that requires a level of conviction often ignored by decision makers.

How long does a manager need to be successful before you invest?

Performance requirements vary from asset class and strategy, in addition to performance we look at team tenure, size, responsibilities, backgrounds, turnover and culture, amongst other factors. While past performance is helpful, we are also open to emerging managers that display the level of expertise and conviction that we look for. For example, we may look into an emerging manager that recently spun out of top decile fund looking to replicate a similar strategy.

How do you ensure fair deals when working with your own fund partners?

Our investment committee utilizes an extremely detailed diligence process that includes sourcing, screening, manager assessments, portfolio reviews, qualitative reviews, quantitative revies, reference calls, operational due diligence, “pre” investment committee reviews, due diligence memo creation, committee votes, perpetual diligence, advisory board roles, onsite visits and investment insights, amongst others.

When you invest, do you prefer to run the company or just give money?

In a Direct Investment, we invest client and balance sheet capital and run our proprietary strategies. In a Co-Investment, we invest alongside an outside manager in their best deals, often taking a less active, but still high-influence role, to help capitalize the deal. We may not run the company, but we will often have active board roles where we can provide our expertise to the company.

How does your typical carried interest charge work and is it truly a clear % of all profits?

We are very passionate, transparent and clear on all client fees. Client fees vary based on the total amount invested, however, alignment remains paramount. The industry standard across asset classes is 2/20, 2% management fees and 20% carry. We charge management fees for administrative purposes up to 2%, (legal, fund administration, audits, accounting), with our carried interest constructed in a tiered structure referencing the alignment. A typical example for a deal, Mavros charges a % of carry when an LP receives 1x of their return, and we charge a % of carry when our investors receive 2x of their return. Mavros does not receive any carry fees until we return capital, ensuring alignment with our partners.

If I need to sell my investment early (secondaries), how does that work?

We offer an in-house secondaries platform to provide liquidity services to our private wealth clients. This platform negotiates a price for your stake, and while we can’t guarantee a price, it is a key way we offer flexibility in an illiquid market.

Is it risky to invest in new, "next-generation" fund managers?

As mentioned briefly above, we are open to emerging managers that display the level of expertise and conviction that we look for. We balance the risk this by pairing it with strong diversification across managers, sectors, and investment stages to mitigate downside risk and increase exposure to future top-performers.

How serious are you about responsible investing (ESG)?

We are very serious. We require the GP to have a formal ESG policy and we monitor whether they consider ESG issues for every portfolio company. This is part of our comprehensive Operational Due Diligence (ODD).

When can I expect to see money back from my investments?

This varies based on the investment. We share the asset due diligence, desired investment horizon, MOIC, TVPI, and IRR of all of our vehicles and opportunities.

Why invest in private debt or credit right now?

We see opportunities in private debt. Direct Lending provides yield and uncorrelated returns. We use strategies that aim to capitalize on market dislocations (Opportunistic Credit) to target strong risk-adjusted returns with downside protection.

How do you deal with market timing and unexpected expenses?

We believe private equity is a long-term asset class, and it is impossible to predict market cycles. Therefore, we emphasize consistent, annual allocations to mitigate the risk of market timing. We guide clients through our modeling to forecast cash flows and manage liquidity.

James Eduardo Jackson Official: Instagram, X

Explore other Linktrees

Chelsea Handler@chelseahandler

Carianne Older@carianneolder

Lindsey Baker@itslindss

breakingrust@breakingrust

Halley Kate@halleykmcg

Mykel@dont.chase.your.d

goodnoticingspod@goodnoticingspod

Tara Davis Hall@taradaviswoodhall

elan.media@elan.media

TJ Palma@tjpalma

Robby Hoffman@robbyhoffman

About this account

jmsjimmyjcksn

To help keep our community authentic, we're showing information about accounts on Linktree.

JoinedNovember 2020

James Eduardo Jackson has been a member of Linktree for 6 years and joined in November 2020. The social media accounts linked to from James Eduardo Jackson are: • Instagram • LinkedIn • Email • X Besides social media accounts, jmsjimmyjcksn has populated their site with: • Book Time with Mavros Group • DM me on Twitter • DM Me on Instagram