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The Bridge Ep. 3: When Markets Over-Rotate—and Innovation Doesn’t

Deven Parekh, Managing Partner at Insight Partners, joins Sonali Basak, to unpack how AI is reshaping software investing — and why the next phase won’t be defined by hype, but by execution, durable moats, and who can adapt at speed.

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private credit

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25:56
The Bridge Ep. 1: You Have to Structure the Deal Right—On the Buy
The Bridge Ep. 1: You Have to Structure the Deal Right—On the Buy
26:13
Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity Reality
Beyond 60/40 Ep. 51: Private Credit Myths, Defaults, and Liquidity Reality
15:04
Model Behavior Ep. 5 | Integration of Alternative Investments
Model Behavior Ep. 5 | Integration of Alternative Investments
20:11
Beyond 60/40 Ep. 47: Why Emerging Markets Demand High-Conviction Investing
Beyond 60/40 Ep. 47: Why Emerging Markets Demand High-Conviction Investing
36:32
Beyond 60/40 Ep. 46: Blue Owl on Private Credit Resilience
Beyond 60/40 Ep. 46: Blue Owl on Private Credit Resilience
14:50
Model Behavior Ep. 1: The Future of Model Portfolios
Model Behavior Ep. 1: The Future of Model Portfolios
20:12
Beyond 60/40 Ep. 45: Millennials Turn to Alternative Investments in 2026
Beyond 60/40 Ep. 45: Millennials Turn to Alternative Investments in 2026
18:15
Beyond 60/40 Ep. 44: The Growing Demand for Alternative Investments Among Individual Investors
Beyond 60/40 Ep. 44: The Growing Demand for Alternative Investments Among Individual Investors
6:32
Why Allocate to Alts? by iCapital
Why Allocate to Alts? by iCapital
22:58
Beyond 60/40 Ep. 37: Enterprise Software and Tech UX
Beyond 60/40 Ep. 37: Enterprise Software and Tech UX
5:42
Enterprise Software Critical Inflection Point | Beyond 60/40 Ep. 37
Enterprise Software Critical Inflection Point | Beyond 60/40 Ep. 37
9:12
Vista Equity Partners on Enterprise Software
Vista Equity Partners on Enterprise Software
51:39
Market Update: Riding the Waves: An Alternative Investment Perspective
Market Update: Riding the Waves: An Alternative Investment Perspective
26:54
19th Hole Beyond the Green: Michael Arougheti
19th Hole Beyond the Green: Michael Arougheti
21:00
Beyond 60/40 Ep. 36: Commercial Real Estate, Real Estate Debt, and Model Portfolios
Beyond 60/40 Ep. 36: Commercial Real Estate, Real Estate Debt, and Model Portfolios

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