• Is Mega-Private Equity Becoming a Public Proxy?

    Andrea Auerbach, Global Head of Private Investments for Cambridge Associates, discusses the current state of the private equity market, including the surge in distributions back to LPs, and the performance of the largest private equity funds, which is beginning to mirror the average performance of the stock market. Interviewed by David Snow, CEO of Privcap…

    June 14, 2019
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  • The Challenge of ESG Data-Gathering

    How GPs cope with the massive amounts of data generated by ESG programs

    March 29, 2019
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  • Portfolio Strategy and Analytics in Private Credit

    An interview with David Ross and John McKeown of Northleaf Capital Partners focused on the differences between private and public fixed income strategies, how to analyze relative value and how to measure risk in the private credit asset class.

    September 28, 2020
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  • Makena Capital Looks for Inefficiencies in a Challenging Market

    An interview with Luke Proskine and Lara Banks of alternative investment advisory firm Makena Capital, which offers an endowment style of investing to its clients. Topics include the effect of a frothy stock market on private investing and the appeal of VC, growth and small buyout funds.

    September 14, 2020
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  • Private Credit in the Institutional Portfolio

    Two veterans of private credit discuss reasons why institutional investors should allocate to the asset class, how to build a diversified portfolio, and credit performance amid the COVID crisis.

    September 8, 2020
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  • Food and Beverage Direct-to-Consumer Model Gets Second Wind

    A conversation with three industry deal veterans

    September 4, 2020
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  • Winners and Losers in the COVID-Era Food and Beverage Industry

    Part of Privcap’s quarterly Dealmaker series. Three food and beverage deal experts discuss the domination of big brands in the COVID era, the importance of supply chains, innovations in protein, and the degree to which consumer behavior has permanently changed as a result of the crisis.

    September 4, 2020
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  • A Distressed Investor Surveys the Damage

    Rodney Cohen, Head of Private Equity at Black Diamond Capital Management, talks about which sectors he finds interesting amid the downturn, and which sectors he is likely to avoid.

    September 3, 2020
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  • Anatomy of a Pandemic Downturn

    Having co-led the middle-market private equity business of The Carlyle Group, Rodney Cohen recently joined Connecticut-based Black Diamond Capital Management to lead the firm’s distressed-for-control business. In a wide-ranging conversation with RSM’s Don Lipari, Cohen describes his transition to Black Diamond, the firm’s approach to investing, and the right way of thinking about the “real…

    September 3, 2020
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  • Office, Hospitality and Retail Hit Hard in 2020

    Part 2 of a Zoom interview with experts from StepStone Group, The Praedium Group and Brennan Investment Group. They discuss the grim outlook for office assets as working from home has become the new normal amid the COVID crisis. Also discussed – to what extent hospitality assets will bounce back, and the outlook for malls…

    August 24, 2020
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  • Multi-Family and Logistics Look Set to Thrive

    A Zoom interview with three institutional real estate investment experts from, respectively, StepStone Group, The Praedium Group and Brennan Investment Group. The three discuss mega-trends affecting urban and suburban multi-family assets that continue regardless of the COVID crisis. Also – a deep dive into industrial assets, which look set to thrive in a pandemic environment….

    August 24, 2020
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  • What Will Transportation Infrastructure Look Like Post-COVID?

    An interview with Jamie Storrow, Managing Director and Co-Head of the Infrastructure Investment Program at global private capital firm Northleaf Capital Partners. Storrow discusses how travel has gone ‘off a cliff,’ possible ‘mode shifts’ in commuting, the challenge of getting PPPs done, and infrastructure for electric vehicles.

    August 17, 2020
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  • Energy Infrastructure Roiled by COVID-19, Sustainability

    An interview with Jamie Storrow, Managing Director and Co-Head of the Infrastructure Investment Program at global private capital firm Northleaf Capital Partners. Storrow discusses the drop in demand for fossil fuels, selling sentiment among the energy mega-corporations, the greening of the energy industry, and the mixed outlook for coal.

    August 17, 2020
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  • State of the 2020 Private Equity Secondaries Opportunity

    A lively discussion among PE secondaries experts on the storm of market factors precipitating rapid change among this asset class. Topics will include:

    The growth of the secondaries asset class and severity of the COVID disruptionDue diligence in a remote environmentPremium/discount-to-NAV trendsThe rise of GP-solution secondaries and continuation funds

    To learn more about where LPs…

    August 12, 2020
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