Deal Talk: Interviews with Private Equity Leaders

How has Motive’s founding partner managed the transition from blockchain entrepreneur to signing off equity cheques for fintech investments? And what impact does she think high interest rates and trends such as AI will have on the space? Subject to eligibility, capital at risk.

In the wake of SVB’s sudden fall, how does Carlyle’s Head of Global Research assess its impact on the private equity industry? What is the focus now for companies in an environment of rising rates, and what opportunities could this create for patient investors? Subject to eligibility, capital at risk.

How does data analytics impact the Insight Partners’ managing director’s decision-making process, and in his eyes, what makes for a good entrepreneur? This episode was recorded on 9 November 2022. Subject to eligibility, capital at risk.

What does the Hg CEO think is the key function when it comes to tech investing? What does he make of the current macro environment? And how can outside parties evaluate PE funds? This episode was recorded on October 21, 2022. Subject to eligibility, capital at risk.

Why does the Co-Founder of General Catalyst think his firm’s scale will help it during the tough VC market? And why is sticking with companies for longer vital when it comes to value creation? This episode was recorded on 29 September 2022. Subject to eligibility, capital at risk.

Why is the Khosla Ventures founder unphased by taking on a larger probability of failure with some of his investments? And what are the ‘unfair advantages’ he seeks out in potential portfolio companies? This episode was recorded on 15 September 2021. Subject to eligibility, capital at risk.

Why does Permira’s managing partner think private markets investors need to shift from risk-aversion behaviour to an upside-optionality mindset? And how does the private company governance model hold the edge over public ones when it comes to value creation? This episode was recorded on 18 May 2021. Subject to eligibility, capital at risk.

How does the Founders Fund partner and COO think that the firm’s agnostic approach has helped its success? And how does concentrating capital into specific investments such as SpaceX and Stripe feed into that? This episode was recorded on April 22, 2021. Subject to elibility, capital at risk.

Marcus Brennecke, EQT Partner and CO-Head of EQT Group Private Equity Advisory team, discusses the importance of listening to diverse opinions and managing investments across economic cycles. He also talks about the current economic environment, the value creation in private markets, his passion for sailing, reflecting on his time at EQT, and the future of the PE industry.

KKR's Johannes Huth discusses private markets' ability to outperform, impact of stimulus on asset prices, investment focus on healthcare and digitalization, reflections on past transactions and advice, and KKR's expansion into other investment strategies.