Vyzer Weekly: How to Spot GP Fraud & Red Flags in Private Markets | Leyla Kunimoto скачать в хорошем качестве

Vyzer Weekly: How to Spot GP Fraud & Red Flags in Private Markets | Leyla Kunimoto

Most LPs get on a call with a GP, like what they hear, and wire the money. Leyla Kunimoto does the opposite: she reads the financials first, and only 10% of deals make it past the first two minutes. In this episode of Vyzer Weekly, Leyla shares the exact framework she uses to vet GPs, detect fraud, and avoid the herd mentality that gets retail investors into trouble — with specific insights on private credit, real estate funds, and the Cliffwater CCLFX situation unfolding right now. Highlights from this episode: • The Cliffwater CCLFX situation explained: a $32B private credit fund facing 14% redemption requests against a 5-7% quarterly cap — and what it means for everyone holding private fund equivalents • Why unrealized NAV is unreliable and how to use realized gains/losses as the real signal for fund health • The cash flow statement test: why refusing to provide one is an automatic deal-killer, and what auditor requirements should look like at different AUM thresholds • Hard money real estate lending vs. private company lending — and why collateral transparency matters more than advertised yields • How fraud prevalence in private markets dwarfs public markets, and why diversification alone won't protect you from counterparty risk About Leyla Kunimoto: Leyla is an independent retail investor and newsletter writer who has been investing in private markets since 2020. She invests only her own capital, publishes a private newsletter twice a week (nearly 15,000 subscribers) covering private credit, real estate, and infrastructure, and spent years cold-calling hundreds of GPs to build her due diligence process. Want to connect with Leyla directly? This is her website - https://www.accreditedinsight.com/ Listen on Spotify: https://open.spotify.com/show/7F0JHBo... Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast... Watch on YouTube:    • Vyzer Weekly Calls , Thinking Clearly Abou...   Subscribe to weekly calls: https://luma.com/vyzerweekly