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Today’s Guest
Today’s guest is Rami Cassis, founder of Parabellum Investments based in London.
What You’ll Learn
Diversification in PE
High growth and high-risk sectors
Current economic climate
Breakdown
[00:22] Introducing Rami
[02:41] Common mistakes by PE firms
[05:57] Diversity and diversification in PE
[08:32] Rami’s buy and sell PE model
[12:31] High growth and high potential sectors
[17:23] Economic climate of at-risk sectors
[19:45] What makes a top performer
[25:37] What Rami likes and dislikes about PE
[31:27] Rami’s influences
[35:02] Where to find Rami
Diversity in PE
The level of engagement between management teams and its private equity owners tends to be one-dimensional, limited only to board reporting and financial performance as the key metrics driving the nature of engagement between private equity and management teams. Rami thinks there should be more than that and diversity, such as having HR or Marketing in meetings, brings with it a more rounded and representative view of life than what is typically the case today.
High-growth sectors
Growth comes from two drivers, which is government spending or legislation, or consumer spending and Rami is seeing that people will invest in their health and wellness in the years to come. Hence, the three high-growth sectors now are pharma and life sciences, luxury, and financial services.
Resources:
Rami’s Twitter
Rami’s LinkedIn
Thank you for tuning in!
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