18 épisodes

The Signal, a podcast by the world’s leading independent research provider, Third Bridge, explores how some of the globe’s most investable industries are facing upheaval. https://signal.thirdbridge.com/

The Signal: A Third Bridge Podcast for Investment Professionals Third Bridge

    • Affaires

The Signal, a podcast by the world’s leading independent research provider, Third Bridge, explores how some of the globe’s most investable industries are facing upheaval. https://signal.thirdbridge.com/

    Episode 17: Webinar - Critical private equity trends including infrastructure investing

    Episode 17: Webinar - Critical private equity trends including infrastructure investing

    In this webinar recording Third Bridge's Co-founder Joshua Maxey, industrials and energy analyst Peter McNally, and Mergermarket’s Senior PE specialist, Harriet Matthews discuss the trends reshaping the PE industry and the lure of infrastructure investing.

    • 45 min
    Episode 16: Webinar - Critical private equity trends including need-to-know AI investing

    Episode 16: Webinar - Critical private equity trends including need-to-know AI investing

    In this webinar recording Third Bridge's Co-founder Joshua Maxey, TMT veteran Scott Kessler, and Mergermarket’s Senior PE specialist, Harriet Matthews unpack the trends reshaping the PE industry and take a deep dive into AI investing.

    • 50 min
    Episode 15: The essential guide to investment research

    Episode 15: The essential guide to investment research

    Kay Guest of Aviva Investors, Mike Carrodus of Substantive Research, and Joshua Maxey of Third Bridge discuss how to navigate the investment research market and get the most out of your budget.

    • 48 min
    Episode 14: Ivan Peytchev of Brookfield - private equity reaches an inflection point

    Episode 14: Ivan Peytchev of Brookfield - private equity reaches an inflection point

    Ivan Peytchev, Senior Vice President, Private Equity at Brookfield Asset Management talks to us about the type of deals being done in today's market, how PE is innovating, and the intersection between traditional infrastructure and traditional private equity.

    • 36 min
    Episode 13: The aviation industry encounters an air pocket

    Episode 13: The aviation industry encounters an air pocket

    In this episode, Ernest Arvai, President of The Arvai Group, and Peter McNally, Third Bridge’s Global Sector Lead for IME, discuss the aviation industry's response to pilot and mechanic shortages, disrupted business travel, electrification, and M&A activity.

    • 41 min
    Episode 12: How the conscious consumer is disrupting US alcohol sales

    Episode 12: How the conscious consumer is disrupting US alcohol sales

    In this episode, Matt Bruhn, Chief Executive of Craft Standard and Alex Smith, Third Bridge’s Global Sector Lead for Consumer, discuss how the US alcoholic beverages market being reinvented.

    • 45 min

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