NextWave Private Equity

Matt Breitfelder, Partner, and Global Head of Human Capital at Apollo in conversation with Bridget Walsh, EY Global Head of Private Equity. In this episode Matt shares his insights about the role of talent and optimising personal performance in the asset management industry. The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.

Angelo Rufino, a Partner at Bain Capital and expert in special situations investing, joins Bridget Walsh to discuss unique opportunities in the investment landscape. He highlights the balance between risk and reward in hybrid investment strategies. Rufino shares insights on asset-based financing, especially in aviation and real estate post-COVID. They delve into managing special situations, emphasizing tailored approaches and strong management teams. Additionally, they explore the potential of early-stage asset classes in today’s volatile market.

Private equity is gearing up for an exciting 2025 with a significant boost in deal value. A record US$565 billion in transactions was announced in 2024, indicating a 25% increase. Confidence is soaring, with 73% of general partners anticipating more activity. Key factors include narrowing valuation gaps and improved macro visibility. IPOs are expected to surge, especially among strong market players. However, supply chain concerns remain a top priority for GPs as they navigate potential tariffs and geopolitical stability.

The private equity market is experiencing a vibrant resurgence with a surge in deal activity, particularly in the tech sector. Favorable financing and clearer economic indicators are paving the way for increased investments. However, exit strategies are facing challenges, leading firms to focus more on cash flow. Insights reveal significant interest in high-quality assets, especially in tech, while healthcare and finance also attract attention. The landscape shows promise but requires strategic navigation amidst changing market conditions.

In this episode on the NextWave Private Equity Podcast, Matt Brown Founder, CEO and Chairman of CAIS, joins Bridget Walsh to discuss how technology can unlock private wealth for private equity.   Technology is revolutionizing the private wealth market, enabling independent advisors to access alternative investments and compete with larger firms. Founder, CEO and Chairman of CAIS, Matt Brown, shares his platform's role in streamlining the investment process and the importance of education in advisor empowerment. Listen to the discussion for insights about the future of private equity and the growing opportunities for asset managers in a market ripe for change.     Key takeaways:  CAIS is leveling the playing field for independent advisors, granting them entry into the realm of alternative investments with cutting-edge technology.  By simplifying the investment lifecycle, CAIS enhances accessibility and operational ease, broadening the scope for high-caliber alternative investment opportunities. Envisioning a shift in wealth management, CAIS is at the forefront, championing technology to foster a more inclusive and diversified investment landscape. 

In this discussion, Pete Witte, a Global Private Equity Lead Analyst at EY, breaks down the significant trends shaping the private equity landscape in Q2 2024. He highlights the intriguing mix of market optimism alongside lagging deal activity, particularly in tech and sports sectors. Pete also dives into the hurdles General Partners face with exits, emphasizing the importance of portfolio performance and rising valuation challenges. The emergence of the secondary market is positioned as a vital development in this complex environment.

Pete Witte, EY Global Private Equity Lead Analyst, discusses key themes from Q1 2024 for PE investors. Topics include deal activity slowdown, rise in deployment expectations, take-private and carve-outs, sector trends, credit market dynamics, surge in CLO formation, and impact of current refinancing trends.

Avi Kalichstein, Co-founder of Hunter Point Capital, discusses the nuances of GP stakes investing, the evolution of asset management, the importance of partnerships in private equity, and the growth and challenges in GP stakes investing.

In this episode, Flor Kassai, Head of the Buyout Fund at Inflexion Private Equity Partners, a leading mid-market private equity fund, joins our host Bridget Walsh, EY Global Private Equity Leader, to discuss the evolving middle market landscape.

In this episode of the NextWave Private Equity podcast, Oi-Yee Choo, CEO of ADDX, joins host Bridget Walsh to discuss tokenization and democratization of private markets. Blockchain is reshaping private investing, and Oi-Yee Choo, CEO of ADDX, shares how on the EY NextWave Private Equity podcast. Listen to find out how this technology is making private markets more accessible and what it means for the future of investment. Key takeaways: ADDX is breaking down barriers for individual investors to participate in private equity and credit markets through innovative blockchain technology. The use of blockchain enables fractional investment opportunities, providing liquidity and broader access to high-quality private market investments. ADDX foresees a transformation in wealth management and private equity, with technology like blockchain paving the way for more inclusive and efficient investment structures.