The Privcap Podcast features in-depth conversations with experts from across private equity and institutional real estate investing. We cover everything from fundraising and performance, sector specific strategies, and portfolio operations to investor relations, general partnership management and compliance and regulations. The privcap.com website features our podcasts and thousands of video interviews, articles and reports featuring firms like KKR, TPG Capital, The Carlyle Group, Blackstone and leading middle-market private equity funds, as well as the largest institutional investors such as CalPERS, NY Common Retirement System and the Harvard endowment.
Carlyle Savors ‘Robust’ Private Credit Markets
The Deputy CIO for one of the largest investors in private credit shares his analysis on the current state of the market, how institutional investors have been gravitating toward the asset class, the Carlyle “house view” on inflation, the booming CLO market, and credit opportunities in the aviation market.
Investing Behind the ‘Democratization of Media’
Veterans of the rapidly evolving media industry share analysis on the trends that are affecting the private equity opportunity in the space, including: Why content catalogs are so hot right now, the expanding use of music online, video games as the center of convergence and opportunities to use media-like strategies to enable e-commerce.
Investing Behind Three Infrastructure Giga-Themes
Part 2 of 2. A senior partner from global private investment firm Partners Group discusses major themes behind his firm’s infrastructure investment activities, including digitization, ‘new living,’ and decarbonization.
Promoting the Influence of Women in Private Equity
Part 3 of 3. The head of Trilantic North America, Charlie Ayres, details his private equity firm’s efforts to increase leadership roles for women in private equity, including an investment advisory council where nine out of 10 advisors are women. Also, a discussion of exit successes led by women and a new diversity initiative at Tuck School of Business.
Investing in Data-Center Infrastructure
Part 1 of 2. Todd Bright from Partners Group discusses the rise of data-centers and the need for infrastructure to house them. Topics include clean energy and water needs, the impact of disruptive technology on the sector, and the needs of ‘hyper-scalers.’ Sponsored by Alter Domus.
The Rise of Private Markets in the Individual-Investor Portfolio
A co-founder of iCapital Network, which just raised $440 million at a $4 billion valuation, presents the case for alternative investments in the individual-investor portfolio, including the reduced population of public stocks, the typically longer ramp-up period to an IPO, and the role that technology is now playing in helping people participate in private investment funds alongside major institutional investors.
Very informative podcast with relevant info and great speakers. Although I must say with how qualified the speakers are you would think they would go further in depth on the topics. Definitely want to hear longer episodes!