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    Clawback Provisions in Private Equity Funds: A Plain-English Guide and LP Due Diligence Checklist
    Private Equity

    Clawback Provisions in Private Equity Funds: A Plain-English Guide and LP Due Diligence Checklist

    By Jeff Barnes, MBA TL;DR: A clawback provision in a private equity limited partnership agreement (LPA) requires the general partner (GP) to return previously distributed carried interest to limited

    Jeff Barnes, MBA··12 min read
    The $677 Billion Stash: How AI Deployment Is Masking a Non-AI Funding Drought
    Venture Capital

    The $677 Billion Stash: How AI Deployment Is Masking a Non-AI Funding Drought

    Global venture capital held approximately $677 billion in dry powder , committed but undeployed capital sitting inside VC funds, as of early 2025, according to PitchBook's 2024 Annual Global Private

    Jeff Barnes, MBA··11 min read
    Streitwise Review 2026: 77% Dividend Cut, Frozen Redemptions, and What Comes Next
    Real Estate

    Streitwise Review 2026: 77% Dividend Cut, Frozen Redemptions, and What Comes Next

    By Jeff Barnes, MBA Streitwise's parent entity, 1st stREIT Office Inc. (SEC CIK 1700461), filed its semiannual Form 1-SA on September 4, 2026 (accession 0001104659-26-105172), disclosing that the

    Jeff Barnes, MBA··12 min read
    What Is a Key Man Clause in Private Equity and Venture Capital?
    Private Equity

    What Is a Key Man Clause in Private Equity and Venture Capital?

    A key man clause, also called a key person provision, is the section of a private fund's limited partnership agreement (LPA) that names the specific individuals whose continued, active involvement is

    Jeff Barnes, MBA··12 min read
    Birkins and Rolexes on Solana: What Beezie's RWA Deal Actually Means for You
    Alternative Investments

    Birkins and Rolexes on Solana: What Beezie's RWA Deal Actually Means for You

    Beezie, a Boston-based blockchain collectibles marketplace, and The Luxury Closet, a Dubai-headquartered luxury resale platform serving buyers across 80 countries, announced a partnership on

    Jeff Barnes, MBA··13 min read
    Michael Burry's Wine Hedge: Compelling Macro, Ugly Transaction Math
    Alternative Investments

    Michael Burry's Wine Hedge: Compelling Macro, Ugly Transaction Math

    TL;DR: Michael Burry published a Substack post on September 11, 2026, arguing that fine Bordeaux sitting in a London bonded warehouse is a short position on the US dollar , a real-asset hedge against

    Jeff Barnes, MBA··12 min read

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