The state of private equity in 2024, with Jim Strang - what you need to know

Jul 4, 2024

Jim Strang, chairman of Hg Capital Trust, discusses private equity trends on Fund Shack. Topics include market polarization, liquidity challenges, GP strategies, wealth market growth, ESG, and cybersecurity. Insights on fundraising, strategic growth, semi-liquid structures, and investor mindset. Exploring AI's role in private markets and navigating challenges in private equity management.

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Intro

00:00 • 2min

Private Equity Fundraising Landscape in 2024

01:31 • 19min

Navigating the Demands of Size and Brilliance in Private Equity

20:34 • 2min

Insight into Investor Mindset and Focused Investments

22:28 • 2min

Challenges and Strategies in Private Equity Management

24:00 • 19min

ESG as a Value Creation Strategy in Private Equity Investing

43:14 • 3min

Exploring the Role of AI in Private Markets

46:43 • 2min

Navigating Private Equity: Insights and Advice

48:26 • 10min

Jim Strang, serial private equity NXD and chairman of Hg Capital Trust, discusses the complexities of the private equity landscape on the Fund Shack podcast. Fundraising and Market Dynamics: Market Polarization: Large platforms and top-performing specialists continue to raise significant capital, while mid-sized players face extended fundraising cycles. Liquidity Challenges: Investors are managing overexposure from the 2021 boom, causing liquidity issues across different regions. GP Strategy and Growth: Clear Ambitions: GPs focus on defining clear ambitions and achieving team alignment. Strategic Growth: Balancing ambition with operational capacity, strategies range from maintaining a single focus to expanding into adjacent areas through M&A. Wealth Market and Semi-Liquid Structures: Growing Market: Wealth market growth through semi-liquid structures designed for high-net-worth individuals. NAV-Based Exposure: These structures offer accessible entry points for private market investments, requiring careful liquidity management. ESG and Cybersecurity: Central to Strategy: ESG considerations driven by investor demand and talent acquisition needs. Top Risk: Cybersecurity remains a top risk, with firms prioritizing mitigation measures to protect portfolios. ********************** Thank you to our episode partner Quest Fund Placement. The firm recently launched QuestInvest, the digital hub and gateway to alternative assets that connects accredited investors with leading GPs. For more information, please visit https://www.questfundplacement.com/ ********************** #privateequity #fundraising #wealthmanagement #esg #cybersecurity #privatemarkets #capitalmarkets #alternativeassets ********************** Follow Fund Shack on Your Preferred Platform: Youtube: https://www.youtube.com/channel/UC1mUUrcRDi-dWnC4Lmn1rnw?sub_confirmation=1 🔗 LinkedIn: Subscribe on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7159157815326949376 Learn more about your ad choices. Visit megaphone.fm/adchoices