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Sam Klatt, CFA

@samklatt10

Chief Investment Officer @invest10east. Views are my own.

Sam Klatt, CFA Reposted

We invite you to join us at today at 12pm ET for a discussion with @AmbJohnBolton, Former U.S. National Security Advisor & U.S. Ambassador to the U.N., as we delve into emerging geopolitical risks from the Middle East, with an emphasis on Iran's axis of terror, and U.S. policy in…

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Sam Klatt, CFA Reposted

Great thread by @moizali This is largely the 'why' behind 10 East. We focus on differentiated, niche exposures across private markets that are typically unavailable via traditional wealth channels. With a decade+ track record led by Michael Leffell, the former Deputy Executive…

I've worked with 3 different private wealth managers over the past 5 years, including @GoldmanSachs To date, I can say that: A. They have provided virtually no value in growing my net worth. They promise access to exclusive investment opportunities, but the investments…



The denominator effect is leading to an acceleration of non-economic selling in private equity. We’re focused on strategies where there’s an attractive entry point via a substantial discount, interim cash yield, and strong fundamentals in overlooked corners of the market. The…


Sam Klatt, CFA Reposted

The ‘democratization’ narrative in private markets has been shrouded as an innovation problem that can ostensibly be solved with net new tech enabling broader access. While tech is certainly needed to minimize the significant operational and executional friction associated with…

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Sam Klatt, CFA Reposted

The paradox in investment management is that strong performance begets a larger asset base, which, in turn, is more likely than not to dilute future performance. This trade-off stems from the fact that raising larger funds and scaling assets vs. solving for performance is…

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Over the past several decades, private equity returns have been disproportionately driven by leverage and multiple expansion. Today, these markets are fundamentally different—more robust, more competitive, and thus, relatively more efficient. Looking forward, we expect to see a…

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I’ve had the privilege of working with Michael J. Leffell for the past 13+ years. His investment acumen/experience, character, and intellectual curiosity have been foundational in taking 10 East to where we are today. Those familiar with Michael know that he’s never one to seek…

Opening doors to niche private opportunities at @invest10east My conversation with Michael Leffell. capitalallocators.com/podcast/openin… With thanks to @Nasdaq Solovis.



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