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Money Maze Podcast

108: In Case You Missed It: Private Markets Season 1 Highlights

Aug 10, 2023
This podcast highlights the first season's episodes and guests, including discussions on alternative assets, branding & consumer behavior, geographical and sector considerations, high profile acquisitions like CD&R's £7bn takeover of Morrisons and Permira's £300m buyout of Dr. Martens. The upcoming season 2 of Private Markets is introduced. The chapters explore topics such as successful investments in private markets, growth of alternative assets supported by Peters Hill Partners, structural changes in private markets, opportunities for private equity investment in European capital markets, sponsors Bremont and Gain, emotional connection in building strong brands, and the private equity market in India and its growth potential.
40:26

Podcast summary created with Snipd AI

Quick takeaways

  • Private markets offer untapped opportunities in the retail sector, leveraging retail and consumer experiences to identify key themes like discount and value-based retail convenience.
  • Partnerships between alternative asset firms and growth capital providers like Peters Hill Partners help in expanding and diversifying investment entities while addressing the lack of capital available for expansion.

Deep dives

Private Markets Mini-Series and Structural Forces in Investments

The podcast explores the implications and cyclical nature of private markets in the investment industry. It questions whether the growth and enthusiasm in private markets are driven by cheap money or a long-term structural force creating a permanent component in asset allocations. Excerpts from conversations with investment firms like Schroeder's Capital, Peter's Hill Partners, KKR, Bain Capital, Permira, and CDNR are highlighted, shedding light on various perspectives and insights.

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