

Another Groundhog Day…or Groundhog Year. When can private markets break out of this cycle?
Oct 21, 2024
Michael Lukin, Founder and Group Managing Partner of Roc Partners, shares insights on navigating the complex world of private equity. He discusses the origins of Roc and the evolution of private markets, highlighting the importance of relationships in fundraising. The conversation dives into strategic diversification, the dynamics of secondaries trading, and the integration of AI in investment strategies. Lukin also emphasizes the value of personal connections in challenging economic times and explores how risks can lead to growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
Journey Through Private Markets
03:50 • 31min
Navigating Capital Raising and Risk Management in Private Markets
35:19 • 3min
Strategic Diversification in Private Equity
37:54 • 8min
Navigating Secondaries in Private Equity
46:11 • 6min
Harnessing AI in Private Market Investments
52:23 • 2min
Navigating Private Equity in Challenging Times
54:52 • 8min