Private Investing Market Pulse

Research evidence excerpt

Private Investing Market Pulse

Financials | Brokers, Banks & Asset Managers

June 18, 2026

Glenn Schorr, CFA Benjamin Rubin, CFA, CPA John Dunn Matthew Lyons, CFA

212-653-9045 646-551-8502 212-446-9455 212-336-1709

glenn.schorr@evercoreisi.com Benjamin.Rubin@evercoreisi.com John.Dunn@EvercoreISI.com matthew.lyons@evercoreISI.com

I don't know what you heard or saw this week, but we thought we'd highlight the most interesting stories

across private markets and wealth management.

Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64

|YouTube| A great 101 on the alts’ impact on the life insurance industry from our very own Tom Gallagher.

Monthly Net Flows Came Out for Several Non-Traded REITs: BX’s BREIT, ARES’ AREIT, & APO’s ARIS

|SEC| Net flows for real estate evergreen funds remain positive and have generally held up this month.

BEN Expands Canvas Platform by Offering Tax Overlay Capability to Several Asset Manager Partners

|BEN| Providing a white-label solution for tax-loss harvesting strategies could make them more common.

BX Launches SablePointe Credit Strategies to Expand Origination Capabilities Across ABS Lending

|BX| Looking to expand and originate more ABS.

Csquare, Inc. Files Registration Statement for Proposed Initial Public Offering

|Business Wire| The data center IPO wave continues with Brookfield-owned Csquare filing its S-1.

Morningstar Wealth Teams with APO, BEN, & JPM to Develop Public/Private Model Portfolios

|Morningstar| Constructed with ETFs and interval funds to create private market allocations of 12-20%.

Sen. Warren wants info on private equity deals for data centers

|Axios| Looks like the political anxiety around data centers is growing.

StepStone and PitchBook Launch Deal-Level Benchmarking Solution