We don’t chase hype. We build conviction around long-term secular trends, supported by deep research and real-world insight.

BFA Co-Founder and Global CEO Jonathan Belz joined Tim Whybourne on The Exchange to discuss the AI platform shift, where value is accruing, and how BFA accesses late-stage US private companies through the new BFA Frontier Fund.

Why chasing liquidity in private markets destroys the alpha you were trying to protect.