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 Healthcare Companies
A managing director at private equity firm GI Partners describes the landscape for healthcare investment disrupted by technology, and with adoption propelled by the Covid crisis. Dave Kreter discusses VC deals as a leading indicator of trends to come, budget and regulatory pressures inherent to healthcare businesses, creating better outcomes for portfolio companies, the healthcare cyber security opportunity and how tech is helping skilled nursing.
Winners and Losers in a Disrupted Global Supply Chain
Private equity value-creation experts from Permira and AlixPartners are turning the supply chain and logistics crisis into opportunity for operations improvements. Topics of discussion include reports from the front lines of portfolio companies that rely on the supply chain to fulfill orders, how the crisis is allowing companies to supply better service from shippers, the changing rules of inventory, and the disrupted interplay of rail and shipping. Based on a recent Privcap webinar.
ESG is Arriving Faster Than Anticipated
A managing director at global investment firm Ardian discusses the increasing momentum for ESG in the US, the right KPIs to track ESG impact, and the benefits of controlling downside and non-financial risks.
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.
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!