The veteran financial services private equity investor explains why he thinks Bitcoin as a method of payment is “laughable,” and why he has one bet on a crypto-related company.The post JC Flowers: Skeptical About Bitcoin appeared first on Priv

JC Flowers: The Financial Services Opportunity

Dec 14th, 2021 17m 15s

The veteran private equity investor, who rose to prominence with the turnaround of Japan’s Shinsei Bank, discusses why he is bullish on wealth management, the “real” phenomenon of disintermediation, his analysis of the 2008 financial meltdown,

PE Challenge: Creating a Plan of Action from Operational Due Diligence

Dec 13th, 2021 41m 24s

Value-creation experts from Sun Capital and AlixPartners discuss the latest techniques for operational due diligence ahead of private equity investments. The experts also discuss the advantage that PE firms can get by having operating partners

A Public-Benefit Platform for ESG in Private Markets is Born

Nov 29th, 2021 12m 52s

Behind the creation of Novata, which aims to solve the “chaos” and “frustration” around ESG reporting. Two senior executives from Novata and Hamilton Lane (one of Novata’s backers) discuss the goals of the consortium, which also includes the Fo

The Private Equity Play in Plastics Recycling

Nov 23rd, 2021 6m 14s

Part 2 of 2. A co-founder of private equity firm Ara Partners describes his firm’s investment in a plastics recycling platform called Circulus. Troy Thacker also discusses how to turn plastic waste into resins for many applications as well as t

ESG in Private Equity: A ‘Tipping Point’ in Risk and Opportunity Assessment

Nov 16th, 2021 22m 18s

Three private equity value-creation experts discuss the rise of ESG in private equity and how it is increasingly being used by GPs for risk assessment and value-creation. The conversation includes an overview of Bregal Partners’ history as an E

Is There Any Money in Decarbonization?

Nov 9th, 2021 13m 46s

A founder of Ara Partners details the private equity firm’s strategy of helping portfolio companies win market share through lower carbon footprints and more environmentally friendly business practices. Troy Thacker also discusses the firm’s re

Ardian’s Strategy for ‘Sustainable’ Buyouts

Nov 2nd, 2021 10m 51s

Part 2 of 2. A senior partner at a major investment firm discusses how private equity can transform traditional businesses into future-facing, sustainable winners. Chris Sand of Ardian also discusses: the right KPIs for ESG, how to help compani

Hunting for ‘Small, Great Deals’ in the Lower Middle Market

Oct 18th, 2021 18m 43s

A GP at a lower-middle market private equity firm and one of its LP backers discuss the attractions of the small-deal market, the ‘entrepreneurship through acquisition’ model of deal sourcing, the universal need for tech upgrades across the US

Investing in Tech-Enabled Healthcare Companies

Oct 12th, 2021 17m 37s

A managing director at private equity firm GI Partners describes the landscape for healthcare investment disrupted by technology, and with adoption propelled by the Covid crisis. Dave Kreter discusses VC deals as a leading indicator of trends t

Winners and Losers in a Disrupted Global Supply Chain

Oct 4th, 2021 42m 59s

Private equity value-creation experts from Permira and AlixPartners are turning the supply chain and logistics crisis into opportunity for operations improvements. Topics of discussion include reports from the front lines of portfolio companies

ESG is Arriving Faster Than Anticipated

Sep 28th, 2021 8m 13s

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. The post ESG is Arriving Faster Tha

Carlyle Savors ‘Robust’ Private Credit Markets

Sep 14th, 2021

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 boomi

Investing Behind the ‘Democratization of Media’

Sep 7th, 2021 20m 17s

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

Investing Behind Three Infrastructure Giga-Themes

Aug 30th, 2021 14m 5s

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. The post Investing Behin

Promoting the Influence of Women in Private Equity

Aug 24th, 2021 12m 45s

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 wome

Investing in Data-Center Infrastructure

Aug 16th, 2021 9m 2s

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 ‘hyp

The Rise of Private Markets in the Individual-Investor Portfolio

Aug 9th, 2021 17m 36s

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 lon

Diversity, Equity and Inclusion in Private Equity

Aug 3rd, 2021 27m 33s

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 ma

‘Tinkerer’s Paradise:’ Backing Innovators in a Huge Energy Market

Jul 26th, 2021 9m 5s

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

Born-Digital: Helping Portfolio Companies Become Tech-Enabled Competitors

Jul 26th, 2021 46m 40s

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

Investing in an Evolving Energy Market

Jul 6th, 2021 18m 26s

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,

Evolution of M&A Auction Processes

Jun 29th, 2021 11m 27s

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

Reporting ESG: Challenges and Opportunities for Private Equity GPs

Jun 29th, 2021 40m 50s

Three experts discuss how ESG has moved from a ‘why’ discussion to ‘how’ these principles should be implemented by a private equity firm. Topics include the rise of LP demand for diversity and inclusion and climate change data, portfolio-level

How EQT Invests in Sustainable Real Assets

Jun 21st, 2021 6m 55s

Part 2 of 2. The head of private equity giant EQT Partners discusses the macro themes driving the future of real assets, the transition to renewable energy, and sustainability as a form of value creation. The post How EQT Invests in Sustainabl