Privcap Private Equity & Real Estate Podcast

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, why the next recession will not hit banks as hard, and why he is worried about China. Sponsored by Alter Domus.

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 engage in due diligence as early as possible, the need for speed in ODD, and the limits in using benchmarking to assess company performance.

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.

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 Ford Foundation, Omidyar Network and S&P, and why GPs and LPs alike have been searching for a better way to track and quantify ESG data.

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 the application of new technologies to sustainable business plans.

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 ESG-centric investor, aligning with ESG-focused founders, measuring ESG impact on financial performance and setting carbon-neutral goals.

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 recently raised $1.1 billion fund, how to manage execution risk in ESG initiatives, how regulations and consumer preferences are driving sustainable business practices and the rise of carbon-capture technologies. Part 1 of a 2-part podcast.

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 companies improve their environmental impact, promoting gender diversity and how a bakery in the Ardian portfolio is leading the way towards ESG goals. Sponsored by Alter Domus.

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 business landscape, and the diversity of founders and CEOs at smaller companies.

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 to come, budget and regulatory pressures inherent to healthcare businesses, creating better outcomes for portfolio companies, the healthcare cyber security opportunity and how tech is helping skilled nursing.