Balentic Edge

Balentic Edge

By BalenticBusinessInvesting
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Balentic Edge episodes

  • SE Asia in Focus: Collyer Capital on Opportunity, Risk & LP Strategy Shifts

    In this episode, host Kasper Wichmann sits down with Eric Marchand, Partner at Collyer Capital, an independent private equity and venture capital fund manager based in Singapore.

    Together, they explore why Southeast Asia is often overlooked by European LPs, and how Collyer’s strategy offers a differentiated, risk-aware approach to tapping into the region’s long-term growth potential.

    From demographic megatrends to the real story behind FX volatility, Eric lays out the case for geographic and return driver diversification — and shares an insider anecdote about a deal that went dramatically wrong for others, but not for them.

    21 min
  • From Volatility to Value: C Capital’s Take on Asian PE

    Joseph Li, Managing Director at C Capital, joins Balentic Edge to unpack the real story behind Asia’s private equity landscape.

    From career insights to LP misconceptions, he makes the case for why the region deserves a closer look—and what C Capital is doing differently.

    21 min
  • Thematic investing: The Future of Capital Allocation

    In this episode of Balentic Edge, host Olga Sachura explores why thematic investing is gaining traction in private markets.

    Investors are no longer just asking about asset classes—they want to know what future they’re backing. From energy transition and AI to demographic shifts, themes are shaping capital allocation like never before.

    Olga is joined by Balentic CEO Kasper Wichmann and advisor Yair Shacked to discuss how LPs and GPs are adapting, the challenges of finding thematic investment opportunities, and how digital platforms like Orca are making it easier to navigate this evolving landscape.

    If you’re looking to understand the forces driving private market investments, this episode is for you.

    13 min

About Balentic Edge

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Balentic Edge delivers sharp, no-fluff conversations on private markets. Hear from GPs, LPs, and experts shaping the future - from thematic investing to tech-driven deal flow. Quick, smart, and…