Privcap Private Equity & Real Estate Podcast

US Private Equity and the 2020 Elections: RSM financial services analyst Anthony DeCandido discusses the election and economic uncertainty, and what this might mean for $1.5 trillion in uninvested private equity capital. Plus, impediments to deal activity and whether a distressed buying opportunity looms. Visit RSM’s Election 2020: Insights for the Middle Market The post Dry Powder, Uncertain Future appeared first on Privcap.

US Private Equity and the 2020 Election. RSM financial services analyst Anthony DeCandido sets forth potential different paths for corporate and individual tax policy based on the presidential election outcome, as well as carried interest tax and accredited investor rules. Visit RSM’s Election 2020: Insights for the Middle Market The post Taxes in a Trump vs. Biden Administration appeared first on Privcap.

An interview with Suzanne Donohoe, Global Head of Strategic Growth at KKR. Donohoe talks about her path to the investment firm and advice for advancing within dynamic organizations. The post Confidence and Career-Building at KKR appeared first on Privcap.

Part of the “Deep Dive” interview series: In a wide-ranging interview with Privcap, the Global Head of Strategic Growth for KKR, Suzanne Donohoe, describes the drivers of growth in the alternative investment industry. Donohoe also discusses the rise of limited partners outside of the US pension system, the art of managing an increasingly large and... The post Planning KKR’s Next Stage of Growth appeared first on Privcap.

An interview with Northleaf Capital Partners’ Michael Flood and Matt Shafer covering capital support for portfolio companies, emerging GPs and investing in a COVID environment. The post Private Equity’s Advanced Services for GPs and Portfolio Companies appeared first on Privcap.

An interview with Michael Flood and Matt Shafer of Northleaf Capital Partners. The two private equity veterans discuss the COVID era of secondaries, new solutions for GPs, GP-led continuation vehicles, and fund-level leverage strategies. The post Behind the Growth and Maturation of the PE Secondaries Market appeared first on Privcap.

A conversation with Lara Banks, Managing Director of Makena Capital, about building a career in an industry that has a small but growing population of women in leadership positions. The post Women in Private Capital: Mentorship and Career Support Matters appeared first on Privcap.

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. The post Portfolio Strategy and Analytics in Private Credit appeared first on Privcap.

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. The post Makena Capital Looks for Inefficiencies in a Challenging Market appeared first on Privcap.

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. The post Private Credit in the Institutional Portfolio appeared first on Privcap.

A conversation with three industry deal veterans The post Food and Beverage Direct-to-Consumer Model Gets Second Wind appeared first on Privcap.

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. The post Winners and Losers in the COVID-Era Food and Beverage Industry appeared first on Privcap.

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. The post A Distressed Investor Surveys the Damage appeared first on Privcap.

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... The post Anatomy of a Pandemic Downturn appeared first on Privcap.

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... The post Office, Hospitality and Retail Hit Hard in 2020 appeared first on Privcap.

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.... The post Multi-Family and Logistics Look Set to Thrive appeared first on Privcap.

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. The post What Will Transportation Infrastructure Look Like Post-COVID? appeared first on Privcap.

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. The post Energy Infrastructure Roiled by COVID-19, Sustainability appeared first on Privcap.

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... The post State of the 2020 Private Equity Secondaries Opportunity appeared first on Privcap.

Experts from Wells Fargo, Mizuho Securities and Haynes and Boone discuss the current state of the fund financing market for private capital, including the impact on GPs, LPs and lenders. The post Fund Financing Amid COVID-19 appeared first on Privcap.