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.
Investing in Tech-Enabled Services
The head of services investing for global private equity firm Permira discusses how the opportunity has changed thanks to the advance of disruptive technology. Philip Muelder also discusses Permira’s transformation of governance and risk specialist Duff & Phelps, the rise of “bots” (also known as Robotic Process Automation), how services business have fared during the COVID crisis, and how Permira encourages ESG principles in its portfolio companies. Sponsored by Alter Domus.
Sun Capital is Bullish on Healthcare Done Right
Two veterans of the Florida-based private equity firm describe their successful investments in, respectively, a primary care clinic and a dermatology business. Dan Florian and Stephen Cella of Sun Capital Partners also discuss the effects of COVID on the healthcare industry, the growth of telehealth, winning versus challenged business models as healthcare evolves, and patient empowerment.
New Mountain’s Steve Klinsky: Passionate About Education
Part 3 of 3. The founder of New Mountain Capital discusses the influence that his older brother had on his view of education, and the creation of Modern States, an online college course provider that gives students a fully accredited, free year of undergraduate education. Visit ModernStates.org to learn more. Interviewed by RSM’s Don Lipari.
Gaming: The Next Frontier for the Sports Business
Part 3 of 3. A veteran sports-business investment banker and the CEO of an NHL team discuss sports gambling being brought “out from the darkness” as a major business opportunity. Don Cornwell of PJT Partners and Xavier Gutierrez of the Arizona Coyotes discuss gaming as an extension of team franchises, as an attraction for a younger generation of fans, and what can be learned from sports gambling in Europe.
The Tax Function as Value-Add Lever
Two veterans of the private equity tax function discuss the challenges of getting data tax-ready, the finance team’s move to high-value tax analysis, and a new RSM tax technology solution called PartnerSight. Click here to learn more about PartnerSight.
Grappling With the Supply Chain of the Future
A conversation with KKR’s Neil Brown, who takes a deep dive into the effect that a massive disruption of the global supply chain is having on businesses. Brown, a Managing Director for the KKR Global Institute and KKR Infrastructure, discusses the impact of digital services, changing consumer priorities, the US-China relationship and the future of industrial policy. A recent report on the supply chain can be found at the KKR Global Institute website.
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!