Real Deals Amp The Drawdown public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
Private Equity Talks

Real Deals & The Drawdown

Unsubscribe
Unsubscribe
Monthly
 
For over 20 years, Real Deals have been the independent voice of European private equity providing essential market intelligence, deal information, and insight to Europe's leading GPs, their advisers, & LPs. The Drawdown provides vital insight and analysis for operational professionals in private equity and venture capital. Our mission is to empower & celebrate operational professionals who ensure funds are managed in a robust and compliant manner, lead on in-house technology strategies, reg ...
  continue reading
 
Loading …
show series
 
In this episode of Top of the Ops, The Drawdown team debates whether the operations of US private funds are beginning to look more European due to regulatory and investor pressures. Following on from our recent cover story, Bridging the Atlantic, we investigate whether the global nature of private markets means the gap between the US and Europe in …
  continue reading
 
The latest episode of Top of the Ops, The Drawdown’s podcast in which the editorial team discusses a recent cover feature, is all about diversity and inclusion. In the corresponding article - Ecosystemic Change - we investigate the commonly accepted narrative that LPs are the main drivers behind DEI initiatives in private equity and what GPs can do…
  continue reading
 
The Drawdown trio tickles your eardrums once more, with our monthly podcast accompanying our latest cover feature. This time, we talk about gen AI trends. But with some substance - trust us. The cover story, entitled Strength Tr -AI- ning, examines how technological innovation is linked with operational resilience. It focuses on the emerging use of…
  continue reading
 
The Drawdown team is back again, this month discussing talent attraction and retention in private equity. Following on from a recent cover story on PE’s relative attractiveness as a career destination, we speak to Kerry Heaton, chief people officer at Hg, about how her firm is adapting its offer to younger generations. We assess how central the pro…
  continue reading
 
The latest from your favourite PE operations editorial team! In this episode, we’re talking fund finance and credit rating agencies off the back of The Drawdown’s latest cover feature. The issue gave shape and form to the ominous third party which has recently sneaked up on the fund finance marketplace. In conversation with Gopal Narsimhamurthy, ma…
  continue reading
 
In this exclusive podcast, Real Deals reporter Xhulio Ismalaj is joined by Richard Burrett, chief sustainability officer at early-stage cleantech investor Earth Capital, where he also holds a board director position. During the discussion, he covers the breadth of competing reporting requirements, the volume of activity it creates for GPs, the impo…
  continue reading
 
Your favourite PE operations editorial team is back! This time, the trio tackles evergreen fund structures, off the back of The Drawdown’s latest cover feature on the challenges of setting up semi-liquid fund structures for traditionally closed-ended fund managers. The Drawdown speaks to Luc Maruenda of Eurazeo, who explains how to set up an evergr…
  continue reading
 
What if you were to found a private equity firm that entirely outsourced the investment function and focused solely on operations? Impossible dream or the future direction of the market? The Drawdown speaks to Stephen Branagan of Pantheon Ventures, who argues that it might not be such a crazy concept as it first appears. With LP and regulatory dema…
  continue reading
 
The Drawdown is joined by a panel of tokenisation experts to discuss how the technology can be used in private markets. Jack Chong is an entrepreneur in residence at White Star Capital, based in New York. Prior to that, he spent time developing a bond issuance asset tokenisation company for sustainable finance. His current business endeavour aims t…
  continue reading
 
The Drawdown is joined by Sarah Peasey, director of European ESG investing at Neuberger Berman, for a discussion on what ESG really means for each employee within the GP house.As sustainable regulation and technology continue to develop in tandem, more and more GPs are looking to define their internal ESG culture.We discuss how Neuberger Berman cre…
  continue reading
 
Real Deals is joined by Lukas Ingelheim and Dan Bender, co-founders at Code & Co, and Peter Waleczek, managing partner at Flex Capital, for a case study on how the GP and tech due diligence provider are working together. As technical due diligence evolves, Code & Co highlights exactly what its work entails and the red flags it looks out for, plus h…
  continue reading
 
Real Deals editor Greg Gille is joined by David Wardrop, partner at Rutland Partners, to discuss how investors can break through to owner-managers and start building that relationship on the best possible footing. This encompasses a lot - from the industry’s public image and educating the business community at large pre-deal, to eventually building…
  continue reading
 
The past two years have highlighted the importance of good liquidity management in private capital funds. The ability to quickly provide liquidity to portfolio companies and / or investors is an absolute necessity for private capital fund CFOs. Fast forward to today - CFOs also have to contend with a rising interest rate and high inflation environm…
  continue reading
 
Sam Marsh of Alpha FX interviews Steve Darrington, partner and CFO of Phoenix Equity Partners, to find out about the most important lessons he has learned. Steve draws on a rich array of experiences from his corporate, private equity and poker lives. He details his approach to risk management, walking the line between optimism and realism, and thin…
  continue reading
 
Following on from the Tech Transformation Survey, in partnership with IQ-EQ, The Drawdown brought together a select group of PE and VC tech practitioners to discuss the findings and latest developments in private equity operating technology. Joining the discussion are: Mike Brogan of Hg Chase Paxton of NGP Energy Capital Management Stephen Lile of …
  continue reading
 
Alice Murray speaks to Treabhor Mac Eochaidh, Executive Director at MUFG Investor Services, Head of Debt Services, who takes us on a journey through space and time, beginning with the asset class’s early days following the retrenchment of the banks in response to the 2008 downturn. We explore the ways in which direct lending has developed across di…
  continue reading
 
Lending activity has rebounded strongly following COVID disruption, with borrowers once again able to secure favourable pricing and attractive terms in a competitive market. In a recent roundtable hosted by Real Deals a panel of lenders and advisers discussed the drivers behind the recovery, how lenders are navigating competitive situations to find…
  continue reading
 
In a recent roundtable hosted by Real Deals, a group of due diligence professionals and fund managers discussed the evolution of DD in the last year and how DD assessments have a vital role to play in value creation. Armstrong CG Consultancy Confidas People JTC Group onefourzero Group RPS Group WA Communications…
  continue reading
 
Mike Dickey, head of product development MUFG Investor Services and Hamish Mair, managing director and head of the private equity team, BMO Global Asset Management (EMEA), examine the impact of initiatives such as the ILPA template on reporting, the ways in which information is disseminated, new technologies and what total standardisation would mea…
  continue reading
 
Mike Dickey, head of product development MUFG Investor Services and Hamish Mair, managing director and head of the private equity team, BMO Global Asset Management (EMEA), discuss the challenges of moving away from Excel and PDFs; the proliferation of side-letters and their impact on reporting and transparency, and ways in which technological solut…
  continue reading
 
Private equity dealmakers have adjusted to lockdown restrictions and continued to close transactions at pace. Lenders have responded in kind and demonstrated an ongoing willingness to structure and execute financing to meet the requirements of their clients. Annual ABL Roundtable hosted by Real Deals, lenders, and advisers discuss how the ABL offer…
  continue reading
 
Secondaries are here to stay in 2021. While the exit market remains comparatively slow to exit levels pre-Covid, it is expected that secondaries will remain a preferred option for GPs and LPs alike. The secondary market bounced back fairly quickly after the first lockdown last year, with GP-led situations being particularly popular. This year, GP-l…
  continue reading
 
In today’s programme we are going to have an in-depth discussion on the trend of sector specialisation. Sector specialism has become a decisive differentiator for managers when executing deals and LPs appear to be pivoting towards sector specialists in greater numbers. But why is this? Do sector specialists deliver superior returns? How do LPs allo…
  continue reading
 
The current environment is nothing new for special situations investors and their advisors; but the macro-economic crisis has given special situations investors a lot to consider. In a recent roundtable, a group of experts discussed the current deal environment, CVAs, corporate carve-outs, and how government support slowdowns will impact the specia…
  continue reading
 
In today’s third instalment of the series, we are going to take an in-depth look at the evolution of the European LP base and what this means for managers. The European investor base has evolved from local pockets of LPs supporting domestic managers into a diverse mix of investors with different objectives, priorities, and manager selection criteri…
  continue reading
 
Loading …

Quick Reference Guide