The Private Equity Podcast, by Raw Selection

Rami Cassis on Diversifying Private Equity


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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].

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The Private Equity Podcast, by Raw SelectionBy Alex Rawlings

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