Masters in Business Michael Fisch on Private Equity Funds
24 snips
Dec 1, 2023 Barry Ritholtz interviews Michael Fisch, CEO and co-founder of American Securities LLC. They discuss the secret to growing a successful private equity firm, impact of interest rates on cash flow, refinancing strategies, survivorship bias, investing in stable industrial businesses, and the growth and evolution of the private equity industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Michael Fish's Background and Career Plan
01:38 • 18min
Objectives and Investment Strategy
19:31 • 3min
The Secret to Successfully Growing a Private Equity Firm
22:04 • 12min
Private Equity Firms: Impact of Interest Rates and Cash Flow Challenges
34:30 • 3min
Refinancing Strategies and Interest Rates
37:58 • 16min
Survivorship Bias and Focus on Sectors
53:46 • 2min
Investing in Stable Industrial Businesses
55:37 • 10min
The Growth and Evolution of the Private Equity Industry
01:05:27 • 3min