Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Sachin Khajuria – Two and Twenty, An Insider’s Take on Private Equity (Capital Allocators, EP.285)

Aug 7, 2023

Sachin Khajuria, a former partner at Apollo and a 25-year veteran in private equity, shares insights from his book "Two and Twenty." He discusses the strengths and weaknesses of the private equity industry, emphasizing the need for transparency and education to improve public perception. Sachin dives into deal sourcing complexities and the importance of research and relationships in securing exclusive transactions. He also highlights future investment opportunities, especially in undervalued technology assets, and the role of talented teams in achieving success.

52:18

Creator website

Episode guests

Sachin Khajuria

Highlights

AI Chapters

Episode notes

The Importance of Knowledge Base in Investment Firms

00:39

The Exhaustiveness of Research Process in Finding Deals

01:02

The Importance of Diversification and Multiple Strategies in Business Growth

01:18

Intro

2min

Insights into Private Equity Dynamics

17min

Rethinking Private Equity's Public Image

5min

Navigating Private Equity Deal Sourcing

18min

Navigating Investment Opportunities in a Changing Market

3min

Strategic Capital Deployment in Private Equity

2min

Investing in People and Philosophy

6min

Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity who recently authored “Two and Twenty,” a fantastic insider’s account of the private equity industry. Our conversation covers Sachin’s rationale for writing Two and Twenty, the strengths of private equity, areas for improvement, and needs for change. We discuss the defining traits of the industry across the sourcing process, depth of research, use of operating executives, ability to pivot, and democratization of alternatives. We close by discussing opportunities and risks going forward, and Sachin’s application of his insights to investing at his family office.

Access Stream by AlphaSense Free Trial

For full show notes, visit the episode webpage here.

Learn More

Follow Ted on Twitter at @tseides or LinkedIn

Subscribe to the mailing list

Access Transcript with Premium Membership

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.