The Private Equity Podcast, by Raw Selection

Rami Cassis on Diversifying Private Equity


Listen Later

Today’s Guest

Today’s guest is Rami Cassis, founder of Parabellum Investments based in London.

What You’ll Learn

Diversification in PE
 High growth and high-risk sectors
 Current economic climate

Breakdown

[00:22] Introducing Rami
 [02:41] Common mistakes by PE firms
 [05:57] Diversity and diversification in PE
 [08:32] Rami’s buy and sell PE model
 [12:31] High growth and high potential sectors
 [17:23] Economic climate of at-risk sectors
 [19:45] What makes a top performer
 [25:37] What Rami likes and dislikes about PE
 [31:27] Rami’s influences
 [35:02] Where to find Rami 

Diversity in PE

The level of engagement between management teams and its private equity owners tends to be one-dimensional, limited only to board reporting and financial performance as the key metrics driving the nature of engagement between private equity and management teams. Rami thinks there should be more than that and diversity, such as having HR or Marketing in meetings, brings with it a more rounded and representative view of life than what is typically the case today.

High-growth sectors

Growth comes from two drivers, which is government spending or legislation, or consumer spending and Rami is seeing that people will invest in their health and wellness in the years to come. Hence, the three high-growth sectors now are pharma and life sciences, luxury, and financial services.

Resources:

Rami’s Twitter
Rami’s LinkedIn

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to [email protected].

...more
View all episodesView all episodes
Download on the App Store

The Private Equity Podcast, by Raw SelectionBy Alex Rawlings

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

30 ratings


More shows like The Private Equity Podcast, by Raw Selection

View all
Masters in Business by Bloomberg

Masters in Business

2,180 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

981 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

509 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,294 Listeners

M&A Science by Kison Patel

M&A Science

124 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

790 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

137 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,774 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

398 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

335 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

243 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

23 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

20 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

21 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

72 Listeners