Privcap Private Equity & Real Estate Podcast

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, that nuclear and natural gas are clean and should not be neglected, and that the best way to reduce carbon emissions is to look for efficiencies in traditional sources of energy.

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 kickoffs.

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 company-level reporting, and the importance of viewing as a tool for value creation, not just as a screening tool for exercise to make the LPs happy.

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 complex in a resurgent economy and new remote work era. Also discussed is the need for a different kind of leadership in the post-Covid era, and the ability to play offense in the M&A market during a disruption.

View the results of recent AlixPartners Private Equity Leadership survey:

In Times of Extreme Disruption,Human Capital Matters More than Ever to Achieve Investment Success 

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 influence the practices of its portfolio companies. Also discussed – the low-hanging fruit of governance improvements, the challenge of reporting ESG data and the slow progress towards standardized reporting. Interviewed by RSM’s Anthony DeCandido.

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 the outset of an investment, offers an overview of the investment opportunity in the consumer, business services, energy sectors, and discusses a recent investment in the healthcare staffing space.

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 firm’s values drive decision making, and why he is so impatient.

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 farmers lead to deal flow, the fragmentation of the market, how to choose the right crops for the right markets, and the influence that China will have on US agricultural activity.

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 who need smaller “ticket sizes,” the administrative challenges of providing liquidity, and the growing popularity of feeder funds and registered vehicles.

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 of “bots” (also known as Robotic Process Automation), how services business have fared during the COVID crisis, and how Permira encourages ESG principles in its portfolio companies. Sponsored by Alter Domus.