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TIP663: The Truth About Private Equity w/ Ted Seides

12 snips
Sep 27, 2024
Guest
Ted Seides
Ted Seides, former president of Protege Partners and author of "Private Equity Deals," dives into the explosive growth of private equity, now a $6 trillion powerhouse. He discusses why it has outperformed public equities and the shifting perceptions about its impact on jobs. Ted highlights strategic decisions in notable deals like Apollo's acquisition of Yahoo and KPS's revival of TaylorMade. He also explores how interest rate hikes are reshaping the landscape and who should consider adding private equity to their portfolios.
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INSIGHT

Private Equity Growth

  • Private equity has grown significantly, driven by institutional adoption and strong performance.
  • The financial crisis and low interest rates further fueled its rise, offering an alternative investment.
INSIGHT

Superior Capitalism

  • Private equity is a superior form of capitalism due to its control over businesses.
  • Firms can influence management, operations, growth, and financing to drive profits.
INSIGHT

Private Equity Returns

  • Private equity consistently outperforms public markets, delivering a premium of 4-5% annually.
  • Measurement challenges exist due to illiquidity and varying valuation methodologies.
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