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

32 ratings


More shows like The Private Equity Podcast, by Raw Selection

View all
Exchanges by Goldman Sachs

Exchanges

966 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

537 Listeners

Masters in Business by Bloomberg

Masters in Business

2,170 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,106 Listeners

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

Invest Like the Best with Patrick O'Shaughnessy

2,346 Listeners

Founders by David Senra

Founders

2,213 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

798 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

205 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,312 Listeners

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

Dry Powder: The Private Equity Podcast

149 Listeners

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

All-In with Chamath, Jason, Sacks & Friedberg

10,248 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

355 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

275 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

188 Listeners

The Markets by Goldman Sachs

The Markets

81 Listeners