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CAIA Southwest Webcast - Secondaries 2025
Date(s):
May 28, 2025
Note: All times listed are in local time
Venue:Webinar
Fee(s):Free Event
Description:
Secondaries 2025: Navigating a New Era of Liquidity and Innovation
The secondary market continues to evolve rapidly—no longer defined solely by LP transactions, but increasingly shaped by the dynamic rise of GP-led solutions, the emergence of private credit secondaries, and the growing influence of non-traditional capital sources. In a year marked by market dislocation and ongoing liquidity constraints, understanding the drivers behind secondaries has never been more critical.
Join the CAIA Southwest Chapter for a timely and engaging discussion with industry experts as we explore the latest trends and opportunities shaping the secondaries landscape in 2025. The panel will offer fresh insights on:
• The continued evolution and institutionalization of GP-led secondaries
• Private credit’s growing role and how secondaries are unlocking liquidity in this space
• Where LP-interest transactions fit in today’s pricing and market environment
• The impact of private equity democratization—including the rise of wealth platforms—on deal flow and structure
• What investors should be watching as fund terms, buyers, and capital sources evolve
Whether you're active in the secondaries space or seeking a better understanding of its future trajectory, this session will equip you with actionable takeaways and perspectives to stay ahead.
Zoom Webcast | Wednesday, May 28th | 11 AM - 11:45 AM PT
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Mitch Clemente
Job Title: Principal
Organization: Pathway Capital Management
Mr. Clemente joined Pathway in 2018 and is a director and co-head of secondaries in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and direct equities; investment monitoring; performance analysis; client reporting; and client servicing. Prior to joining Pathway, Mr. Clemente was a vice president in Greenhill & Co.’s capital advisory group, where he focused on secondary transaction sourcing and execution. Prior to joining Greenhill, Mr. Clemente was a financial analyst with Houlihan Lokey, Inc. He received a BS in finance and international business from New York University’s Leonard N. Stern School of Business.
Anna Morrison
Job Title: Managing Director, Private Equity
Organization: bfinance
Anna leads the Private Equity research team, joining bfinance in October 2020. Anna is an experienced institutional investor within the private equity asset class and has an extensive fund and secondaries investing track record covering the US, Europe and Asia.
Anna joined from IFM Investors, where she spent nearly 20 years managing globally focused fund of funds programmes with over USD 1.5bn in commitments. Anna received a Bachelor of Economics from the University of Tasmania and a Masters of Applied Finance from the University of Sydney.
Mario serves as chapter co-head for CAIA Southwest. Previously, he held senior roles in institutional sales at BlackRock, State Street Global Advisors, and Nuveen. He holds a B.S. in Finance and International Business from NYU Stern School of Business, as well as Chartered Financial Analyst® and Chartered Alternative Investment Analyst certifications. Born in Mexico City and raised in Tijuana, Mario today is proudly living the American Dream.
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