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ESG is Arriving Faster Than Anticipated
A managing director at global investment firm Ardian discusses the increasing momentum for ESG in the US, the right KPIs to track ESG impact, and the benefits of controlling downside and non-financial risks.
September 27, 2021More -
Carlyle Savors ‘Robust’ Private Credit Markets
The Deputy CIO for one of the largest investors in private credit shares his analysis on the current state of the market, how institutional investors have been gravitating toward the asset class, the Carlyle “house view” on inflation, the booming CLO market, and credit opportunities in the aviation market.
September 14, 2021More -
Investing Behind the ‘Democratization of Media’
Veterans of the rapidly evolving media industry share analysis on the trends that are affecting the private equity opportunity in the space, including: Why content catalogs are so hot right now, the expanding use of music online, video games as the center of convergence and opportunities to use media-like strategies to enable e-commerce.
September 7, 2021More -
Investing Behind Three Infrastructure Giga-Themes
Part 2 of 2. A senior partner from global private investment firm Partners Group discusses major themes behind his firm’s infrastructure investment activities, including digitization, ‘new living,’ and decarbonization.
August 30, 2021More -
Promoting the Influence of Women in Private Equity
Part 3 of 3. The head of Trilantic North America, Charlie Ayres, details his private equity firm’s efforts to increase leadership roles for women in private equity, including an investment advisory council where nine out of 10 advisors are women. Also, a discussion of exit successes led by women and a new diversity initiative at…
August 24, 2021More -
Investing in Data-Center Infrastructure
Part 1 of 2. Todd Bright from Partners Group discusses the rise of data-centers and the need for infrastructure to house them. Topics include clean energy and water needs, the impact of disruptive technology on the sector, and the needs of ‘hyper-scalers.’ Sponsored by Alter Domus.
August 16, 2021More -
The Rise of Private Markets in the Individual-Investor Portfolio
A co-founder of iCapital Network, which just raised $440 million at a $4 billion valuation, presents the case for alternative investments in the individual-investor portfolio, including the reduced population of public stocks, the typically longer ramp-up period to an IPO, and the role that technology is now playing in helping people participate in private investment…
August 9, 2021More -
Diversity, Equity and Inclusion in Private Equity
A conversation between Victoria Budson of Bain Capital and Karen Galivan of RSM. How can alternative investment firms put in place new hiring and promotion practices that broaden the diversity of the industry? How should women returning from maternity leave be given equal footing within an organization? Why do organizations with diverse employees perform better?…
August 3, 2021More -
‘Tinkerer’s Paradise:’ Backing Innovators in a Huge Energy Market
A veteran energy investor at White Deer Energy discusses the history of experimentation and innovation in the industry, how small changes can lead to big successes in the oil field, and the firm’s on recent investments in the energy value chain.
July 26, 2021More -
Born-Digital: Helping Portfolio Companies Become Tech-Enabled Competitors
A playback of the popular Privcap webinar. Two value-creation experts discuss artificial intelligence applied to portfolio companies, “table-stakes” projects versus more advanced business functions, and where to begin. Also discussed – private equity’s ability to shape the digital future of a portfolio company, instilling a culture of experimentation, and how digital capabilities can increase exit…
July 26, 2021More -
Investing in an Evolving Energy Market
A veteran private equity investor surveys the energy landscape as it transitions from traditional oil and gas to renewables. Joe Bob Edwards of White Deer Energy argues that good opportunities are to be had across the broad energy supply chain, that nuclear and natural gas are clean and should not be neglected, and that the…
July 6, 2021More -
Evolution of M&A Auction Processes
Part 2 of 3. Charlie Ayres, the Chairman of middle-market private equity firm Trilantic North America, discusses how GPs are clamoring for differentiation in today’s auction market, the costs of losing an auction, and the rise of ‘fireside chat’ sale kickoffs.
June 29, 2021More