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17 results for “industry trends”
for some of the social sectors. You know, if you look at some of the hospital networks that have built up in the developing market, if you look at some of the private education platforms out there focused on workforce development, reskilling, upskill
11:12 / 12:20
from transcript11:12 – 12:20
And businesses that tend to have these multiple impact pathways that cross sectors, we call it sort of multi sector impact profiles, in our experience actually have more resilient growth profiles. They tend to be favorably looked upon by the governme
6:47 / 7:51
from transcript6:47 – 7:51
It's like, you know, software can be 50 different subsectors, but most investors play in, like, eight or 10, and then they they know what they're looking for, and they get better at figuring out how high is up or no? If that's boring, we don't need t
10:28 / 11:40
from transcript10:28 – 11:40
mantra. But the one exception to this is probably the world of infrastructure. And, you know, as you look at the energy transition and the trillions of dollars that are gonna need to go into Mhmm. Either the build out of the data center infrastructur
10:33 / 11:37
from transcript10:33 – 11:37
I think there's a real balance here between allowing experimentation in a decentralized structure and greater control from the center for very good reasons, such as risk mitigation and coordination of development. We're seeing currently a greater and
15:41 / 17:01
from transcript15:41 – 17:01
solutions in that market are kind of outgrowing it. What are some of the themes that you're excited about today? There's kind of micro themes within each of the sectors that we're hitting on. Big picture right now, I think structured equity or flexib
24:05 / 25:05
from transcript24:05 – 25:05
...industry that has over $20,000,000,000,000 worth of assets and last year, a secondary business that provided $200,000,000,000 plus worth of deal flow, which, by the way, was an all time record. 200,000,000,000
5:14 / 6:23
from transcript5:14 – 6:23
the price change of publicly traded alts managers, strategic advisory firms. Their share prices have moved in nonmarket ways, reflecting that animal spirit. Whether that manifests itself into actual deal activity to be determined. Manager consolidati
11:09 / 12:18
from transcript11:09 – 12:18
...in the industry before. Firms that are focusing on sectors like consumer product technology, that specific. I've argued before and we've discussed it before that the rate of change in individual sectors and subsectors has accelerated over time. And i
3:22 / 4:47
from transcript3:22 – 4:47
...in the industry. The full impact of this macro instability remains unseen, but the challenges that is putting forth for dealmaking right now are going to cause a substantial rethink of what can be underwritten with confidence for the balance of the y
1:30 / 2:37
from transcript1:30 – 2:37
and tie all of those things into how can your firm be successful given the changes in the market that are taking place right now. So it's this holistic perspective on the market, but also applying that to each firm uniquely based on their capabilitie
10:28 / 11:34
from transcript10:28 – 11:34
But as you think about the challenge for an asset class that simultaneously wants to be able to think about large scale energy projects in green fields, data centers, waste management businesses, logistics businesses, and really playing a gamut of en
14:12 / 15:23
from transcript14:12 – 15:23
...industry. And now we're dealing with tariffs and policy that are roiling the markets over time. There's been every year practically since 2020, an industry freak out of, oh my gosh. Let's look at the portfolio again. Here's something else we haven't
30:45 / 31:51
from transcript30:45 – 31:51
...industry has grown at an incredible rate and is now extremely large. Now why is that important in the face of liquidity? Because liquidity as measured by distributions as a percentage of NAV, that's distributions as a percentage of net asset value, f
3:41 / 4:55
from transcript3:41 – 4:55
So so real estate by far and away is the most complex, and I'd say venture is the most simple. And then credit and private equity and other assets and crypto and so forth kinda fall in the middle between those two poles. And then the other trend I wo
24:41 / 26:01
from transcript24:41 – 26:01
the first wave of that money from the institutional market is gonna go back to the public markets. It's not gonna get recycled in the private markets. Do the GPs know that? I think the public GPs are hoping that's the case. The private GPs don't know
20:05 / 21:28
from transcript20:05 – 21:28
...Or can they grow organically in a way where usually they are selling some sort of product or services again in a fragmented industry, but they're selling that service to consolidators. So they're growing as a result of their clients growth. Most of t
21:02 / 22:08
from transcript21:02 – 22:08
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