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16 results for “public private partnerships”
Company10 mentions across episodes
Public
you wanna build a partner program with pensions. That's great. What's your definition of partnership? Well, to the GP, it's often, well, we don't have to fundraise for very long. It happens in two months instead of two years. That's not what the LP i
45:41 / 46:47
from transcript45:41 – 46:47
...private equity manager, that knowledge of how markets work and what you're looking for could be invaluable to a CIO that's really thinking about what risks are the right risks for our fund to take right now. That true partnership is what we're lookin
46:28 / 47:35
from transcript46:28 – 47:35
...true in private equity. It's very true in the land of hedge funds where it feels increasingly that what macro hedge funds do sort of replicates what heads of asset allocation are thinking about or chief investment officers. Like, where do I want to m
14:13 / 15:17
from transcript14:13 – 15:17
We were able to do that through the form of giving strategic capital to them, being seed investors in these strategies. And we attracted a cadre of blue ribbon investors, universities, family offices, big pensions. So we add another component to part
22:32 / 23:40
from transcript22:32 – 23:40
Like, where do I want to make bets is kind of what they're thinking in terms of the total portfolio approach. I often tell asset managers, GPs, that the true test of a successful partnership with a limited partner is that you can point to a part of t
14:55 / 16:09
from transcript14:55 – 16:09
And I think that there was a cadre of folks in the direct lending space who were like, we're the dominant market player, and we disrupted it. When you went out to tell that story in the early years, what are the most important ways that you found jus
21:47 / 22:50
from transcript21:47 – 22:50
...privates have outperformed publics by 580 basis points. Over three year rolling periods, 500 basis points. This last three years is one of the rare three year cycles that hasn't. It's been extraordinary period. When you look at private equity, all th
48:44 / 49:53
from transcript48:44 – 49:53
If we can put capital behind a great manager who is an alpha generator, who is trying to unlock something really, really important that will impact their firm, their people, their portfolio, their clients, that's a really cool project for us to jump
41:07 / 42:24
from transcript41:07 – 42:24
...in private equity, you can imagine lots of deals getting shown to you by your partners. How have you determined what are the right type of opportunities to size up through a co investment? One of my personal investment beliefs is that you wanna have
19:30 / 20:30
from transcript19:30 – 20:30
...invest in the private equity world we have now worked with. And the interesting way that we're organized that I think clients appreciate is that we use the same group of people to work for both GPs and LPs. So clients know that the team that's workin
23:46 / 25:02
from transcript23:46 – 25:02
...Take private equity as an example, where we invest in who we consider to be the best general partners around the world, and then we will co invest and co underwrite alongside of them. And we think we have a right to win there in that. I think we're a
18:42 / 19:58
from transcript18:42 – 19:58
...markets. The reality is Future Fund does. And if you look at the TPA adherence, they tend to have a bigger exposure to private markets. So there are a lot of misunderstandings because you've got to look at the organization and where its relevant adva
43:28 / 44:30
from transcript43:28 – 44:30
...the partnerships are staying together for the kids? I I mean, I I personally think you've seen partnerships what's the word I'm looking for? I mean The load? The amount of change you've seen at partnerships over the past two years is the most I've se
27:44 / 28:54
from transcript27:44 – 28:54
...in larger partnerships, where if the founders are paying attention or talking to us or their existing investors about the partnership dynamic, I think that's something that people would benefit from paying a lot more attention to. But they the the l
26:11 / 27:16
from transcript26:11 – 27:16
...if you had a public bond outstanding, you had to go negotiate with a 100 different parties, maybe 200 during the pandemic. If we were the lead on one of your deals, you just had to negotiate with us. So what we asked of a PE firm was shore up your ba
28:35 / 29:47
from transcript28:35 – 29:47
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