Private Equity Laid Bare

Discussion with Simon Clark — Talking about his upcoming book on what is the alleged biggest fraud in private equity of all times, and coming from the inventor of impact investing, rather ironic…. This is the first public discussion of the book, which will no doubt become an iconic movie. Meanwhile, we learn a lot about the private equity industry and what needs to be done to ensure its sustainability when reading this superbly well-documented account of this big moment in PE young life. Book is available on Amazon (et al.). Here is the link for Amazon UK and US

Discussion with Joseph Mate — Talking about the nascent yet ancient private debt market in Africa. 

Discussion with Eamon Devlin — Talking about the increasing involvement of private equity in football. This is an extract of a video call — with the full video available on youtube here.

Discussion with Vindi Banga — Talking about value-add in private equity with a focus on what was done by PE firms during the Covid-19 crisis to help their portfolio companies, the role of operating partners and a bit of ESG. This is a double session.

Discussion with Blair Jacobson — Talking about private debt in the US, where it started pre-2008, and how it expanded to the rest of the world including Asia recently. Transcript available here.

Discussion with Tait Simpson — Talking about the Investor Relation function in PE firms.

Discussion with myself — talking about performance of Private Equity funds

Discussion with Irina Manea and Alvaro Padilla — Talking about the PE landscape in Central America (Costa Rica and around), the role of DFIs in the region and how they helped during the Covid crisis.

Discussion with James Ranger — Talking about how bankers had to re-invent themselves and learn to co-exist with shadow bankers (private debt) in the world of leverage finance.

Discussion with Delilah Rothenberg — Talking about ESG in PE Interact with the Podcast to Learn More

Discussion with Cassandra Rivilla Lutterkort and Eric Capp — Talking about the red hot private debt market, with a focus on the situation in the UK and Europe. Interact with the Podcast to Learn More

Discussion with Aunnie Power Patton — Talking about her forthcoming book ‘Adventure Finance’ in which she describes how small businesses can access finance even when they do not fit the venture capital boxes and mindset. Interact with the Podcast to Learn More

Discussion with Gail Mcmanus — Talking about how to get a job in private equity and actually telling you one big secret — why most applicants do not get the job even though they can do the job!! Now you know! Interact with the Podcast to Learn More

Discussion with Grant Fleming — Talking about the Australia New Zealand private market landscape.

Discussion with Kajal Batabyal — Talking about the due diligence process when a PE firm is sponsoring/buying (and selling!) a deal/company. Interact with the Podcast to Learn More

Discussion with Rosalyn Breedy — Talking about the world of family offices (though UK-centric), how they think, how they invest. Interact with the Podcast to Learn More

Discussion with Saloni Joshi — Talking about how the secondary market for limited partnership stakes works.

Discussion with Sam Peter — Talking about the private equity landscape in the middle east. Interact with the Podcast to Learn More

Discussion with Henry Elphick — Talking about how PE invests in the healthcare sector and in particular the use of the buy and build strategy in that industry.

Discussion with Prof. Mike Weisbach — Talking about his forthcoming book on the Economist’s craft in general and on what you need to know if you want to do a PhD after (or during) a few (or many) years working in private equity, in particular. Spoiler alert: one of the key learning points is not to write a sentence like the one I just wrote

Discussion with Peter Morris — Talking about the success of Dr Martens under PE ownership and what lessons we can learn from this case study. Interact with the Podcast to Learn More

Discussion with Peter Morris — Talking about why the value bridge is a terrible tool (but great marketing) when it comes to disentangling between the sources of value creation.

Discussion with Matteo Botto Poala — Talking about Infrastructure investing and in particular how to determine the purchase price for these investments. Interact with the Podcast to Learn More

Discussion with Charlotte Henderson — Talking about the investment process for direct lending in emerging and frontier countries. Interact with the Podcast to Learn More

Discussion with Anne Glover — Talking about the evolution of the venture capital and private equity industry in the UK over time.

Discussion with Andrew Baum and Paul Kennedy — talking about the real estate market and how the private equity real estate industry fits on that landscape. Interact with the Podcast to Learn More