Jeff Collins

Jeff Collins, Managing Partner of Cloverlay, shares his expertise in niche private assets that promise uncorrelated and predictable returns. He discusses unique opportunities in telecom spectrum auctions and dark fiber investments, highlighting their strategic advantages for smaller investors. Jeff emphasizes the significance of understanding correlation in portfolio management and reflects on past investments to inform future strategies. Throughout the conversation, he reveals insights on regulatory changes and the evolving landscape of private assets, providing valuable lessons for institutional investors.

Jeff Collins, founder of Cloverlay and former Morgan Stanley private markets lead, builds a $2B firm by hunting niche, uncorrelated private assets. He discusses going where capital is absent, building a specialized sourcing flywheel, preserving long-term relationships, evaluating oddball assets like IP and aircraft, and why return dispersion signals opportunity.