CapLink Group

CapLink Group

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Featuring speakers from CapLink Group's European Private Capital Summit, NY Private Capital Summit, and Dubai Private Capital Summit. Private equity leaders and venture capitalists share insights on deal strategies, market trends, and investment opportunities.

12/12/2025

Sustainability & ESG: Building Value at Scale with Betty Huber & Devon Leahy

Integrating sustainability into private equity isn't about compliance checklists - it's about creating value through brand positioning, cost efficiency, talent strategies, and operational resilience. In this season finale conversation from the New York Private Capital Summit, Betty Huber, Partner and Global Co-Chair of ESG at Latham & Watkins, speaks with Devon Leahy, Global Head of Sustainability at L Catterton, about building a sustainability program from the ground up across a $37 billion consumer-focused portfolio. Devon shares how she's worked with 22 portfolio companies in her first year by speaking the language of business first - connecting decarbonization to cost management, sustainability attributes to consumer insights, and compliance exercises to value creation opportunities. The conversation covers practical strategies for building trust with operations teams, balancing LP reporting requirements with company engagement, and creating scalable tools that work across 160+ diverse portfolio companies. Essential insights for operating partners, sustainability leaders, and investment professionals focused on driving impact at scale.Featured: Betty Huber - Partner, Global Co-Chair ESG, Latham & Watkins Devon Leahy - Global Head of Sustainability, L Catterton This is the season 2 finale of the CapLink Connecting Capital Conversations podcast. Learn more about CapLink Group events: https://caplink-group.com

19 min
12/08/2025

How Private Capital Firms Are Leveraging Generative AI with Jeffrey Klein & Dr. Katia Walsh

Generative AI is transforming how private capital firms operate - from portfolio insights and due diligence to automating back-office functions and making institutional knowledge instantly accessible across organizations. In this conversation from the New York Private Capital Summit, Jeffrey Klein, Managing Director at Alvarez & Marsal, speaks with Dr. Katia Walsh, AI Lead for Apollo Portfolio Performance Solutions at Apollo, about how firms are deploying AI to gain competitive advantages. They explore critical questions: Can AI identify disruption threats to portfolio companies before they materialize? How are firms using AI during due diligence to assess opportunities? What back-office functions can be streamlined or automated? This conversation provides practical insights on leveraging AI's transformative potential while understanding its limitations. Featured: Jeffrey Klein - Managing Director, Alvarez & Marsal Dr. Katia Walsh - AI Lead, Apollo Portfolio Performance Solutions, Apollo Learn more about CapLink Group events: https://caplink-group.com

20 min
12/08/2025

Private Equity: Navigating Tax Considerations with Nancy Mehlman & Laura Warren

Tax strategy can make or break private equity returns - from state tax implications and interest deductibility on leveraged buyouts to optimizing capital gains treatment and planning for exits. In this conversation from the New York Private Capital Summit, Nancy Mehlman, Co-Head of Tax Practice at Simpson Thacher, speaks with Laura Warren, Global Head of Tax and Structuring at Hamilton Lane, about the critical tax considerations shaping private equity deals today. They discuss strategies to maximize returns and minimize liabilities in an evolving tax environment, explore international tax compliance challenges, and share insights on navigating complex tax structures. Essential guidance for fund managers, CFOs, and investment professionals focused on optimizing tax efficiency across the deal lifecycle. Featured: Nancy Mehlman - Co-Head Tax Practice, Simpson Thacher Laura Warren - Global Head of Tax and Structuring, Hamilton Lane Learn more about CapLink Group events: https://caplink-group.com

23 min
12/08/2025

Human Capital: How Talent Drives Value with Chris Gagnon & Annie Paydar

In private equity, human capital is one of the most valuable assets - the right talent can identify opportunities, execute growth strategies, and directly impact portfolio company performance and returns. In this conversation from the New York Private Capital Summit, Chris Gagnon, Managing Director at CEO Works, speaks with Annie Paydar, Global Head of Human Capital at General Atlantic, about how talent drives value creation in today's transformational market. They discuss real-world case studies for identifying, onboarding, and retaining talented individuals who have directly impacted positive returns. The conversation explores strategies for fostering a culture of growth, improving diversity, and building management teams that maximize long-term success. Essential insights for investment professionals and human capital leaders focused on optimizing talent strategy. Featured: Chris Gagnon - Managing Director, CEO Works Annie Paydar - Global Head of Human Capital, General Atlantic Learn more about CapLink Group events: https://caplink-group.com

13 min
12/03/2025

Global Economic Outlook for Private Markets with Mark Pepler & Derek Mills

Understanding the macroeconomic forces shaping global markets is essential for private market investors navigating inflation, interest rates, and geopolitical uncertainty. In this closing keynote conversation from the New York Private Capital Summit, Mark Pepler, Partner at EY, speaks with Derek Mills, Managing Director of Value Creation at Permira, about the global economic outlook and its implications for private market investing. They explore how leading private funds are future-proofing their portfolios, discuss investment strategies and risk management approaches in today's volatile environment, and examine the geopolitical shifts that are reshaping capital allocation decisions. Critical insights for investors focused on long-term value creation and portfolio resilience. Featured: Mark Pepler - Partner, EY Derek Mills - Managing Director, Value Creation, Permira Learn more about CapLink Group events: https://caplink-group.com

23 min
12/03/2025

Fund Operations & Formation with Katie St. Peters & Dipo Ashiru

Navigating fund operations and formation has become increasingly complex as regulatory requirements from the Securities and Exchange Commission continue to evolve, impacting how fund managers structure, launch, and operate private markets funds. In this conversation from the New York Private Capital Summit, Katie St. Peters, Partner at Kirkland & Ellis, speaks with Dipo Ashiru, General Counsel & Chief Compliance Officer at Veritas Capital, about the key legal and structural considerations fund managers face today. They discuss recent SEC regulatory developments, explore best practices for adapting to compliance changes, and share strategies firms can implement to navigate these shifting requirements effectively. Essential insights for general counsel, compliance officers, and fund managers operating in today's regulatory environment. Featured: Katie St. Peters - Partner, Kirkland & Ellis Dipo Ashiru - General Counsel & Chief Compliance Officer, Veritas Capital Learn more about CapLink Group events: https://caplink-group.com/

33 min
11/24/2025

Investing in US Private Equity: Navigating Inflation & Capitalizing on Dry Powder

With record levels of dry powder in the market and economic uncertainties including inflation and rising interest rates, private equity investors face both challenges and opportunities in today's environment. In this conversation from the New York Private Capital Summit, Andy Thompson, Founder and CEO of Notch Partners, speaks with Drew Schardt, Managing Director and Co-Head of Direct Equity Investments at Hamilton Lane, about navigating the current US private equity landscape. They explore sectors with the potential to deliver higher returns, discuss how geopolitical risks are shaping investment decisions, and examine the role of digital transformation in driving value creation. Essential insights for investors looking to deploy capital strategically in uncertain times. Featured: Andy Thompson - Founder and CEO, Notch Partners Drew Schardt - Managing Director, Co-Head of Direct Equity Investments, Hamilton Lane Learn more about CapLink Group events: www.caplink-group.com

29 min
11/24/2025

Macro Economic Outlook: Market Insights from Nasdaq's Chief Economist

In an era of economic uncertainty and shifting market dynamics, understanding the macro landscape is critical for private capital investors making strategic decisions.In this conversation from the New York Private Capital Summit, Carrie Osman, Founder and CEO of Cruxy, speaks with Michael Normyle, U.S. Economist at Nasdaq, about the current macroeconomic environment and what it means for investors.They discuss key economic indicators, market trends, interest rate impacts, and the broader forces shaping investment strategies in private equity and alternative assets. This conversation provides essential context for fund managers and institutional investors navigating today's complex economic landscape.Timely insights for investors looking to understand the macro forces influencing capital allocation and portfolio performance.Featured:Carrie Osman - Founder, Chief Executive Officer, CruxyMichael Normyle - U.S. Economist, NasdaqLearn more about CapLink Group events: www.caplink-group.com

10 min
11/17/2025

Secondaries: What Does the Future Hold?

The secondaries market is experiencing unprecedented growth, with 2024 seeing record transaction volumes that have surpassed all previous highs. As institutional investors seek liquidity and portfolio rebalancing solutions, the market continues to evolve with increasing sophistication.In this conversation from the New York Private Capital Summit, Sijia Cai, Partner in Investment Management at Davis Polk, speaks with Ben Perl, Managing Director and Global Co-Head of Secondary Private Equity at Neuberger Berman, about the future of the secondaries market.They explore how robust deal flow and market maturation are driving the sector forward, with private equity firms and secondary buyers increasingly focused on complex, niche transactions. The discussion also addresses how rising interest rates have introduced new challenges and pricing dynamics that are reshaping deal structures and valuations.Critical insights for investors navigating the rapidly evolving secondaries landscape.Featured:Sijia Cai - Partner, Investment Management, Davis PolkBen Perl - Managing Director, Global Co-Head of Secondary Private Equity, Neuberger BermanLearn more about CapLink Group events: www.caplink-group.com

20 min
11/14/2025

Healthcare Investing: Opportunities in Telemedicine, Healthcare IT & Aging Services

The healthcare sector presents compelling opportunities for private equity investors, driven by an aging population, increased demand for services, and rapid innovations in medical technology.In this conversation from the New York Private Capital Summit, Christopher Raphaely, Co-Chair of Healthcare & Life Sciences at Cozen O'Connor, speaks with Mark Gormley, Managing Partner at Lee Equity, about the most promising investment opportunities in today's healthcare landscape.They explore growth sectors including telemedicine, healthcare IT, and aging services, while addressing the impact of changing regulations and reimbursement uncertainties. The discussion focuses on how private equity firms can capitalize on healthcare's growth potential through value-based care models, cost efficiency strategies, and expanding access to quality healthcare services nationwide.Essential insights for investors navigating the evolving healthcare investment landscape.Featured:Christopher Raphaely - Co-Chair Healthcare & Life Sciences, Cozen O'ConnorMark Gormley - Managing Partner, Lee EquityLearn more about CapLink Group events: www.caplink-group.com

22 min
11/14/2025

The Evolving CFO: Leading Through Operational Complexity

As U.S. private equity firms scale, CFOs are navigating unprecedented operational challenges—from evolving regulations and increasing LP demands to modernizing legacy systems and managing complex fund structures.In this conversation from the New York Private Capital Summit, William Andreoni, Partner and National Asset Management Consulting Leader at RSM US LLP, speaks with Thomas Mayrhofer, Chief Financial Officer of DigitalBridge, about the mounting pressures facing finance leaders today.They discuss critical priorities including automation strategies, co-investment oversight, addressing data silos, and resource constraints that operations teams face daily. This is an essential conversation for CFOs and finance professionals leading through complexity in today's rapidly shifting private equity environment.Featured:William Andreoni - Partner, National Asset Management Consulting Leader, Fund Services Co-Lead, RSM US LLPThomas Mayrhofer - Chief Financial Officer, DigitalBridgeLearn more about CapLink Group events: www.caplink-group.com

19 min

11 Episodes

Featuring speakers from CapLink Group's European Private Capital Summit, NY Private Capital Summit, and Dubai Private Capital Summit. Private equity leaders and venture capitalists share insights on deal strategies, market trends, and investment opportunities.

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CapLink Group
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