Private Equity Podcast: Karma School of Business

In this special episode, we have exclusive audio from our recent webinar: Activating AI: Empowering Your Business for Success. The panel of experts from this webinar includes:

• Alex Castrounis, Founder and CEO, Why of AI

• Nik Kapauan, Principal, Access Holdings

• Ken McLaren, Partner, AI, Frazier Healthcare Partners

• Keith Thomas, National Practice Lead, Security Operations, AT&T

The panel, moderated by Karma School of Business host, Sean Mooney, includes the following topics:

• 4:40 - What pre-cursor activities to perform before diving in to AI

• 10:20 - Things that companies should keep in mind to remain secure

• 13:50 - Expert opinions on best in class tools

• 27:23 - Most addressable use cases for everyday companies

• 34:07 - Considerations that companies should take when implementing tools off the shelf

• 39:03 - Things that may take shape in the near future

• 46:55 - Answering FAQs

To view the on-demand webinar, go to www.bluwave.net/demystifying-ai-webinar-registration/

For more information on this podcast, go to

• www.bluwave.net/podcast

• www.whyofai.com

• www.accessholdings.com

• www.accessholdings.com

• www.frazierhealthcare.com

• www.att.com

Join us for an in-depth conversation with Brit Yonge, an Operating Partner at Corsair Capital, to hear his expert perspective:

1:29 - Brit's path to private equity

6:23 - How Brit formed his values from serving the US Military

13:45 - Characteristics for evaluating a great company

21:56 - Working with management teams to build great companies

25:44 - Persevering through an uncertain economy

32:15 - Personal/professional growth books and topics from Brit

For more information on Corsair Capital, go to www.corsair-capital.com.

For more information on this podcast, go to www.bluwave.net/podcast .

Listen as Sean Mooney discusses private equity findings from the Q2 2023 BluWave Insights Report. The report uncovers how private equity firms are taking action, securing safety and finding success. In this episode, Sean discusses:

• 1:02 - Why value creation is surging

• 3:33 - Cooling activity on human capital

• 4:32 - Growing activity across other value creation sectors

• 5:12 - The trend toward data and AI

• 6:30 - An update on 2023 predictions

To download the full report, go to www.bluwave.net/insights-report/

We're joined by Cici Zheng, a Partner from ParkerGale Capital to give her operations-focused perspective on many different private equity topics. Listen to the conversation as we discuss:

2:30 - Cici's path to private equity

8:19 - What traits show a company has potential

13:06 - Focusing on all facets of a company

17:18 - The strategy behind working with portco management teams

20:31 - Navigating uncertain economies

24:05 - Getting buy-in from portco sales teams on pricing changes

27:31 - Cici's advice to her younger self

To learn more about ParkerGale Capital, go to https://www.parkergale.com

To learn more about BluWave and this podcast, go to https://www.bluwave.net/podcast

We're joined by David Hellier, a partner at Bertram Capital, to discuss:

1:31 - His background and what brought him to private equity

5:40 - How private equity is evolving

9:18 - David's story about throwing out the first pitch

11:09 - Overcoming adversity and being differentiated

16:23 - Running private equity like a business

22:37 - How data and AI will impact productivity

27:50 - Finding opportunity admidst uncertainty

34:08 - David's life hack

For more information on Bertram Capital, go to their website: bertramcapital.com

For more information about this podcast, go to bluwave.net/podcast

In this captivating episode, we delve into the history of private equity, exploring its origins, confronting industry stigmas, and witnessing its evolution into a dynamic force. Join us as we: (0:54) Uncover the ideas that gave birth to the first private equity firms, laying the groundwork for an industry that would reshape the business landscape. (5:37) Challenge the prevailing stigma personified by 1980s Wall Street movies, to explore how the industry has and continues to evolve. (10:05) Highlight the shifting focus of private equity towards the people involved and the value they can create, from investors to management teams. (13:18) Touch on the importance of being the best in private equity, engaging the right third party resources to help. (15:20) Revisit the current state of PE and predict where it's going. For more information on the Karma School of Business podcast, go to www.bluwave.net/podcasts . For more information about BluWave, go to www.bluwave.net .

A managing partner from Compass Group Equity Partners, John Huhn, joins the Karma School of Business Podcast to discuss:

1:04 - John's background and path to private equity

9:28 - The most important traits to look for when evaluating a potential investment

13:50 - What makes Compass unique and how they approach value creation

21:34 - Advice to successfully manage a rocky economic period

26:52 - Important aspects of the portco-PE firm relationship

31:30 - John's advice to his younger self

And much more.

To learn more about Compass Group, go to https://www.cgep.com/

To learn more about BluWave, go to https://www.bluwave.net

Brian Adams, Founder and President of Excelsior Capital, joins the Karma School of Business podcast to discuss real estate investing and compares it to private equity investing. Brian dives into a broad scope of topics, including:

1:44 His path to real estate investing

5:55 Advantages and benefits to real estate investing

10:36 How to evaluate a good investment

17:39 How the current economic landscape is impacting the real estate investing industry

21:48 The long term outlook for real estate investing

30:29 What lessons Brian would teach his younger self

The Karma School of Business is joined by Bain and Company Global Head of Performance and Improvement, Harnan Saenz to take a deep dive on the future of the economy as it relates to sustainability, viewed through the lens of private equity. The conversation topics include:

2:30 "Remanufacturing" and forces applying pressure to traditional operations

5:21 What is the circular economy?

13:13 The current policies set up by the government related to the circular economy

16:03 Barriers to a circular economy

25:21 How can tech be leveraged to support the circular economy?

27:13 Measuring progress toward circularity

29:25 The role of private equity in promoting circularity

30:28 Incorporating circular principles into investment strategies

33:01 Investment opportunities and most promising sectors

35:46 Challenges a PE firm might face when investing in a circular economy

37:13 How can firms work with portcos to improve sustainability?

39:39 How PE can collaborate with governments and other stakeholders to promote the circular economy

We share top private equity insights from our Q1 2023 Insights Report where we evaluate proprietary data from over 500 leading private equity firms across thousands of projects. We compare year over year activity from the BluWave Activity Index to share how private equity is reacting to the current economic state. Join BluWave Founder and CEO, Sean Mooney, as he discusses:

1:07 - Comparing the economy in 2023 to 2008

2:52 - The breakdown between due diligence and value creation

6:25 - How private equity is being strategic in diligence during the unsteady economic environment

8:35 - What is fueling the increase in value creation activity

11:58 - The top three functional areas in the BluWave Activity Index

16:06 - How to get additional insights and trends

Click here to get the report: http://bit.ly/3obXJXu