Privcap Private Equity & Real Estate Podcast

Privcap Private Equity & Real Estate Podcast episodes:

• 12.14.2021

  JC Flowers: The Financial Services Opportunity

  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...

  
• 12.13.2021

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

  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...

  
• 12.05.2021

  JC Flowers: Skeptical About Bitcoin

  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.

  
• 11.29.2021

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

  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,...

  
• 11.23.2021

  The Private Equity Play in Plastics Recycling

  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...

  
• 11.16.2021

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

  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,...

  
• 11.09.2021

  Is There Any Money in Decarbonization?

  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...

  
• 11.02.2021

  Ardian’s Strategy for ‘Sustainable’ Buyouts

  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...

  
• 10.18.2021

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

  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...

  
• 10.12.2021

  Investing in Tech-Enabled Healthcare 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...

  
• 10.04.2021

  Winners and Losers in a Disrupted Global Supply Chain

  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 that rely on the supply chain to...

  
• 09.28.2021

  ESG is Arriving Faster Than Anticipated

  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.

  
• 09.14.2021

  Carlyle Savors ‘Robust’ Private Credit Markets

  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 booming...

  
• 09.07.2021

  Investing Behind the ‘Democratization of Media’

  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...

  
• 08.30.2021

  Investing Behind Three Infrastructure Giga-Themes

  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.

  
• 08.24.2021

  Promoting the Influence of Women in Private Equity

  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 women....

  
• 08.09.2021

  The Rise of Private Markets in the Individual-Investor Portfolio

  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 longer ramp-up period to an IPO,...

  
• 08.03.2021

  Diversity, Equity and Inclusion in Private Equity

  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 maternity leave...

  
• 07.26.2021

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

  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...

  
• 07.26.2021

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

  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 equity’s ability to shape the digital future of...

  
• 07.06.2021

  Investing in an Evolving Energy Market

  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,...

  
• 06.29.2021

  Evolution of M&A Auction Processes

  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’ sale...

  
• 06.29.2021

  Reporting ESG: Challenges and Opportunities for Private Equity GPs

  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 versus...

  
• 06.15.2021

  Supporting Portfolio Companies in Times of Disruption

  On-demand webinar. Three private equity value-creation experts discuss the challenges and opportunities faced by GPs during the pandemic, and what comes next. Human capital stands out as the top priority, they agree, with the war for talent made even more...

  
• 06.14.2021

  Private Equity as a Force for ESG Value-Creation

  An interview with Adam Blumenthal, Founder and Managing Partner of New York-based private equity firm Blue Wolf Capital Partners. Blumenthal discusses his firm’s carefully constructed approach to adding value via ESG principles, as well as private equity’s unique ability to...

  
• 06.07.2021

  Trilantic: How We Partner With Entrepreneurs

  Charles Ayres, the Chairman of middle-market private equity firm Trilantic North America, discusses the way his firm has sought to stand apart from the competition in the eyes of sellers, explains why identifying potential buyers is a healthy exercise at...

  
• 06.01.2021

  EQT’s Global Approach to ‘Future-Proofing’ Businesses

  Part 1 of 2. An interview with CEO of global private equity firm EQT Partners, Christian Sinding, who discusses the family-office heritage of the firm, the firm’s dealmaking in the TMT, healthcare and services spaces, avoiding brick-and-mortar retail, how the...

  
• 05.03.2021

  Investing in US Farmland

  An in-depth interview with two veteran investors in US farmland. Dan Little and Gabe Santos of Homestead Capital discuss farmland as a hedge against inflation, how the firm maximizes the value of the farms in which they invest, how retiring...

  
• 04.19.2021

  High Net Worth Capital and Liquidity in Alternatives

  Brian Murphy of Portfolio Advisors discusses the evolving liquidity options for high net worth investors, who increasingly are seeking access to private capital strategies. Murphy describes the very illiquid early days of alternatives, the growth of wealthy individuals as LPs...

  
• 04.05.2021

  Investing in Tech-Enabled Services

  The head of services investing for global private equity firm Permira discusses how the opportunity has changed thanks to the advance of disruptive technology. Philip Muelder also discusses Permira’s transformation of governance and risk specialist Duff & Phelps, the rise...

  
• 03.22.2021

  Sun Capital is Bullish on Healthcare Done Right

  Two veterans of the Florida-based private equity firm describe their successful investments in, respectively, a primary care clinic and a dermatology business. Dan Florian and Stephen Cella of Sun Capital Partners also discuss the effects of COVID on the healthcare industry,...

  
• 03.15.2021

  New Mountain’s Steve Klinsky: Passionate About Education

  Part 3 of 3. The founder of New Mountain Capital discusses the influence that his older brother had on his view of education, and the creation of Modern States, an online college course provider that gives students a fully accredited,...

  
• 03.15.2021

  Gaming: The Next Frontier for the Sports Business

  Part 3 of 3. A veteran sports-business investment banker and the CEO of an NHL team discuss sports gambling being brought “out from the darkness” as a major business opportunity. Don Cornwell of PJT Partners and Xavier Gutierrez of the...

  
• 03.03.2021

  The Tax Function as Value-Add Lever

  Two veterans of the private equity tax function discuss the challenges of getting data tax-ready, the finance team’s move to high-value tax analysis, and a new RSM tax technology solution called PartnerSight. Click here to learn more about PartnerSight.

  
• 03.03.2021

  Grappling With the Supply Chain of the Future

  A conversation with KKR’s Neil Brown, who takes a deep dive into the effect that a massive disruption of the global supply chain is having on businesses. Brown, a Managing Director for the KKR Global Institute and KKR Infrastructure, discusses...

  
• 03.01.2021

  Life Sciences Gets a COVID Booster Shot

  Three veterans of the life sciences private equity and M&A; market share intel about dramatic changes in the industry. Sean Cunningham from private equity firm GTCR and Adam Lohr and Jamie Hendershot of RSM discuss what’s driving the surging IPO...

  
• 02.26.2021

  What Washington Needs to Understand About Private Equity

  Part 2 of 3. Privcap’s interview with New Mountain Capital founder Steven Klinsky focuses on his chairmanship of Washington DC-based advocacy group American Investment Council, which seeks to tell the “good stories” of private equity, and industry which is too...

  
• 02.23.2021

  Diversity and Social Justice in the Sports Business

  Part 2 of 3. The CEO of an NHL team and a prominent sports business investment banker discuss sports as an important force in society and as a platform for advocacy of social justice. The two also discuss the story...

  
• 02.23.2021

  Expanding to Ease Private Capital’s Growing Pains

  Two top executives at a major alternative-investments solutions provider describe the growth of the private capital asset classes. Doug Hart and Paul Woods of Alter Domus also discuss the challenges of managing private capital data, the GP response to COVID,...

  
• 02.23.2021

  Peloton Takes the Long-Term Lead

  A former senior executive from Ontario Teachers’ Pension Plan discusses the mission of the firm he co-founded, Toronto-based Peloton Capital Management. The Zoom interview with Steven Faraone includes the perspective he gained at influential direct private equity investor OTPP, investing...

  
• 02.16.2021

  Ireland’s Step Forward in Global Fund Management

  The Chief Executive of the Irish Funds Industry Association discusses important advancements in Irish law that enable better fund structuring in the country. Also, the rise of limited partnerships in Ireland, the mandate of the IFIA, the history of financial...

  
• 02.16.2021

  New Mountain’s Steven Klinsky is Ready for New Challenges

  Part 1 of a 3-part interview. The founder of New York-based private equity firm New Mountain Capital discusses his firm’s response to the COVID crisis, the investment outlook for the firm’s new $10.2 billion fund, the importance of ESG, and...

  
• 02.09.2021

  New Paths to Monetization in the Sports Business

  Part 1 of 3. Behind the increasingly institutionalized ownership of major sports teams. The CEO of an NHL team and a prominent sports investment banker discuss the rise of private equity entrepreneurs as owners, the surging value of teams, data...

  
• 02.01.2021

  Two Consumer Companies, Two COVID Impacts

  Part 2 of a podcast interview. Michael Kumin of Great Hill Partners describes how two portfolio companies, Wayfair and TodayTix, have performed in the pandemic. Kumin also discusses the boom in home spending and the wait for the return of...

  
• 01.27.2021

  The Expanding Business, and Power, of Sports

  A conversation between the CEO of an NHL team and a prominent sports investment banker about the increasingly institutional ownership of major sports teams. Xavier Gutierrez of the Arizona Coyotes and Don Cornwell of PJT Partners also discuss how these...

  
• 01.20.2021

  The Evolving Core Plus Investment Opportunity

  Two investment experts from PGIM Real Estate discuss the opportunity in core plus, including the impact that the COVID crisis has had on asset prices and leasing activity. They also discuss the difference between core plus transactions at the asset...

  
• 01.06.2021

  From ‘Ground Floor’ to Managing Partner

  Holden Spaht of Thoma Bravo discusses how he built his career at a major private equity firm, software as a unique sector focus, the benefits (or not) of an engineering degree, and the prevalence of tennis talent at his firm.

  
• 01.05.2021

  With Work Disrupted, What’s Ahead for Business Services?

  Cas Schneller of San Francisco private equity firm FFL discusses the importance of strategic HR, the game change in corporate training, the rise of collaboration tools at work and the changed culture of business travel.

  
• 12.22.2020

  Consumer & Retail Through the COVID Crucible

  Michael Kumin of Great Hill Partners discusses consumer winners and losers in the pandemic, the importance of omnichannel in physical retail, closing deals in a pandemic, selling through Amazon, and the puppy-adoption adoption boom

  
• 12.08.2020

  Ireland: Launch Point for European Fundraising Success

  Fund structuring experts from Monroe Capital, Dechert, PwC and Alter Domus describe the new opportunity to domicile alternative investment funds in Ireland. The discussion includes a comparison of fund structures, tax and operational implications, advice for US GPs new to...