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20 results for “investment pace”
worth 10 times the average engineer because that's just they're creative, and you treat them like artists. Yeah. Yeah. How about private equity? Well, I think private equity is only gonna become more important because all of the big institutions arou
41:55 / 43:01
from transcript41:55 – 43:01
...equity investment has more than doubled from four years to ten. If this doubling of holding periods is permanent, allocators will cut commitments by half going forward. More likely, the duration extension will be temporary but may not fully revert to
1:35 / 2:36
from transcript1:35 – 2:36
to these vehicles to provide flexibility in managing cash flows even if the expected returns are lower. The private equity portfolio of the future. Put these factors together and the implications are clear. Normalized private equity commitments from
3:48 / 4:55
from transcript3:48 – 4:55
...can take investment. That can take time. There are lots and lots of companies out there that are doing build ups. Build ups are, I started with a platform and I added one or two companies to it or I added 22 companies to it. I added some number of co
10:48 / 12:20
from transcript10:48 – 12:20
These investments come with risk. For most of us, if we've been around long enough, we've experienced one of those things blowing up on us and usually not because of any fault of our own. The big gotcha will be if we have some really visible blowup o
43:20 / 44:31
from transcript43:20 – 44:31
The approach provided consistency but relied heavily on predictable market conditions. The changing environment. The surge in commitments leading into 2021 exposed cracks in the old playbook. Distributions from private equity have remained relatively
1:32 / 2:42
from transcript1:32 – 2:42
So deals done in 2018 have returned far less than predecessor deals done in prior vintage years than one might typically expect. And deals done in 2021 and beyond have returned about point one DPI. That's 10¢ on the dollar. So there are many, many LP
11:17 / 12:24
from transcript11:17 – 12:24
...distinct beliefs with what is best for their investment programs.
2:20 / 3:25
from transcript2:20 – 3:25
Private credit has become the alternative of choice. It offers attractive yields, shorter durations, and adaptability to a higher rate environment. But massive inflows have compressed spreads, raised concerns about underwriting standards, and left qu
3:04 / 4:06
from transcript3:04 – 4:06
...of new investments. The impact of these capital flows will have ramifications for GPs and LPs for decades to come. How will the capital get deployed? What will it do to asset prices? What will it mean for returns and for fees? And who will win and wh
3:46 / 4:47
from transcript3:46 – 4:47
to move you between the two. Instead of holding 5% cash, hold 3%. That one basis point you've now invested in your technology is gonna deliver you one percentage point in return. When you look around the world, what institution do you think is closes
24:46 / 25:53
from transcript24:46 – 25:53
...co investment. Co investment has been much, much more ubiquitous over the course of the last ten to fifteen years. It's probably somewhere between 2040% of all the invested dollars are not getting the same economics on them as they are committed to t
0:45 / 1:51
from transcript0:45 – 1:51
to experiments like the one we're seeing with SoftBank's Vision Fund. I mean, say what you will about it. You might think it's crazy to put 45,000,000,000 if you're PIF into a single fund, But at least it's innovative. You know, PIF is saying, we're
42:47 / 43:47
from transcript42:47 – 43:47
...investment thesis or rapidly accelerate performance. That takes planning. That can take investment. That can take time. There are lots and lots of companies out there that are doing build ups. Build ups are, I started with a platform and I added one
10:21 / 11:58
from transcript10:21 – 11:58
...investment thesis and how it's gonna create value for that business will be critically important. And then finally, all of that leading to what is my day one value creation plan. I put all of that diligence together. What are the three to five things
8:02 / 9:20
from transcript8:02 – 9:20
...going to mean investment, not staying the same or not reducing costs. Sovereign wealth funds want certain types of things. Each sovereign wealth fund is not alike.
11:17 / 12:20
from transcript11:17 – 12:20
Co investment has been much, much more ubiquitous over the course of the last ten to fifteen years. It's probably somewhere between 2040% of all the invested dollars are not getting the same economics on them as they are committed to the LP commitmen
1:35 / 2:36
from transcript1:35 – 2:36
...of new investments. The impact of these capital flows will have ramifications for GPs and LPs for decades to come. How will the capital get deployed? What will it do to asset prices? What will it mean for returns and for fees? And who will win and wh
3:46 / 4:55
from transcript3:46 – 4:55
...coming back. Investment banks were telling us their pipelines were full. GPs were optimistic. We were at incredible levels of activity in January.
36:44 / 37:47
from transcript36:44 – 37:47
...investment opportunities, and then, of course, once you own the asset, for figuring out how is AI and other technological change going to impact these subsectors that I'm investing in, and how do I make sure that I'm the one taking advantage of those
13:31 / 14:36
from transcript13:31 – 14:36
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