Dana Baines
Private markets distribution leader at Raymond James focused on making direct private market offerings accessible to institutional and ultra-high-net-worth clients, with deep experience in alternatives and private market directs.
Best podcasts with Dana Baines
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Feb 17, 2026 • 27min
Why Family Offices Are Expanding Their Private Market Exposure Through Secondaries
Joe Bell, advisor to single-family offices focused on co-investments and liquidity planning. Dana Baines, private markets distribution leader making direct deals accessible to UHNW and institutional clients. They discuss why direct secondaries matter now. They explain tender mechanics, types of secondaries, allocation scarcity, diligence limits, rising family office allocations, and hot sectors like AI and defense tech.
