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March 06, 2025Private Equity: from fundamentals to opportunities34 minutesPlayIn this episode, Ian and Robert discuss Private Equity from a macro perspective:First principles: what is the role of private equity in portfolios?Building a portfolio: how does this work in practice and how opportunistic can you be?Opportunities: what does the current opportunity set look like?...moreShareView all episodesBy Capital Generation PartnersMarch 06, 2025Private Equity: from fundamentals to opportunities34 minutesPlayIn this episode, Ian and Robert discuss Private Equity from a macro perspective:First principles: what is the role of private equity in portfolios?Building a portfolio: how does this work in practice and how opportunistic can you be?Opportunities: what does the current opportunity set look like?...more
In this episode, Ian and Robert discuss Private Equity from a macro perspective:First principles: what is the role of private equity in portfolios?Building a portfolio: how does this work in practice and how opportunistic can you be?Opportunities: what does the current opportunity set look like?
March 06, 2025Private Equity: from fundamentals to opportunities34 minutesPlayIn this episode, Ian and Robert discuss Private Equity from a macro perspective:First principles: what is the role of private equity in portfolios?Building a portfolio: how does this work in practice and how opportunistic can you be?Opportunities: what does the current opportunity set look like?...more
In this episode, Ian and Robert discuss Private Equity from a macro perspective:First principles: what is the role of private equity in portfolios?Building a portfolio: how does this work in practice and how opportunistic can you be?Opportunities: what does the current opportunity set look like?