Private Equity Miniseries
Private equity is booming, with global private market assets under management growing by $4 trillion over the last decade.
The number of active P.E. firms has doubled over this period, attracted by the low volatility, attractive information asymmetries and continued technological disruption across a range of sectors.
To learn more about this exciting area, host Simon Brewer talks to a number of leading industry figures, who explain their approach to investment decisions, what they’ve learnt in their careers, and where future opportunities may lie.
So without further ado, scroll down to listen!
Research & Consulting
Public Equities
Fixed Income
Rob Arnott
6/27/2024
9/30/2024
Why the Fed Can’t Forecast, How Zero Rates Were a Huge Mistake and is Nvidia’s $3tn*+ Valuation Sustainable?
In this episode Rob Arnott, Founder of Research Associates, discusses the growth/value valuation gap, inflation, the US fiscal deficit, Nvidia's record-breaking valuation, and more!
Sovereign Wealth Funds
Private Equity
Pensions & Insurance
Suyi Kim
4/18/2024
9/30/2024
Insights from CPP Investments: Canada’s Largest Pension Fund - With Suyi Kim
Suyi Kim, CPP's Global Head of Private Equity, shares their investment strategy, including their growing allocation to Asia and approach to the climate transition.
Research & Consulting
Asset Managers
Peter Oppenheimer
10/20/2022
9/30/2024
Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
In this episode, we welcome Peter Oppenheimer from Goldman Sachs, to discuss the challenging investment landscape.
Wealth Management
Women in Finance
Joan Solotar
3/31/2022
9/30/2024
Joan Solotar, Global Head of Blackstone’s $239 Billion Private Wealth Solutions Business
In this episode, we’re in discussion with the Global Head of the Blackstone’s $239 billion Private Wealth Solutions business, Joan Solotar (as of 31/12/22).
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