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16 results for “strategic pivoting”
Topic3 mentions across episodes
pivoting
Option one was to go and create investment solutions that invest in things other than what we have already been doing or go through the really complicated challenge of structuring these vehicles, both the drawdown vehicles and the wealth vehicles, so
23:58 / 25:03
from transcript23:58 – 25:03
roll ups of very small silver tsunami type mom and pop businesses. We have some functional experts that lead or run HR and recruiting firms or have done operational either turnarounds or strategy repositionings both at a small level and some at the h
42:48 / 43:50
from transcript42:48 – 43:50
...to a larger strategic, or even a sponsor back business, even if it's not the ultimate outcome that we had all hoped for. In some of these situations that aren't going as well, how do you think about trying to work with and support the management team
41:16 / 42:25
from transcript41:16 – 42:25
It's also looking to require PE firms to assume pension liabilities, and so it's going to make roll ups and LBOs much more difficult. There's a good chance that legislators start looking into this, and I think that that's going to cause a shift in al
31:24 / 32:39
from transcript31:24 – 32:39
...a realistic strategic plan for making that happen. And for my money, there's really two ways to think about that. One is an alpha oriented strategy. We have ways of doing things that generate alpha that are different than competitors can replicate, a
17:19 / 18:27
from transcript17:19 – 18:27
If I learned anything over the last six and a half years, it's adaptability. I didn't come into this ever expecting to navigate a pandemic. We all know there was no playbook for any of us on how to do that. We went from Friday being in the office to
48:02 / 49:09
from transcript48:02 – 49:09
And in this age of crowded positions, leveraged exposures, if I'm gonna wait for a central banker to give me permission to reprice something, it's too late. If I'm gonna wait for Jay Powell to say it's now okay to sell the long bond, it's too late. W
47:12 / 48:21
from transcript47:12 – 48:21
If you look across the different strategies that you offer, private equity, credit, infrastructure, What's changed that goes into these vehicles compared to what you delivered in the past? That's a really important question. Every asset manager has a
23:16 / 24:17
from transcript23:16 – 24:17
If our portfolio is under a ton of stress and we have some type of hedge that's up 30 or 40 or 50%, and we walk into the boardroom, they're gonna say take it off. So we ran simulations looking at combinations of threshold based and calendar based, an
22:31 / 23:36
from transcript22:31 – 23:36
...strategic planning cycle under which the company can execute a plan, and then it's gonna mean revert to the average equity return. There are other businesses. The best term I can come up with is they win by winning, which is the more they win, the mo
38:56 / 40:15
from transcript38:56 – 40:15
...strategic plan, having those tactical shifts. But it's really more of taking advantage of opportunities. You mentioned that you think about diversification differently. How do you think about it? So we allocate to strategies, not asset classes. And w
36:45 / 37:52
from transcript36:45 – 37:52
He went to the chalkboard here, the ink board, and he just drew this s curve. And he's like, basically, when you start an asset manager, you gotta figure out what works, what makes you special. And you might have to try a number of things. And then a
34:29 / 35:35
from transcript34:29 – 35:35
how they're thinking about the macro environment, how they're thinking these big megatrends in the industry. So that's a real focus of mine, is the expectation that these teams that are external portfolio management team and our funds team, that they
30:38 / 31:47
from transcript30:38 – 31:47
era, when we had that huge spike of of buyouts of a trillion dollars of TEV in 2021, Things started to change in in 2022 pretty drastically. When did you first sense that there was a shift in this cycle and that we were gonna be moving into a new a n
1:31 / 2:33
from transcript1:31 – 2:33
From our perspective, firms that have charted a new path for growth have actually focused on five areas, and you really need good answers to these questions to know which way to turn. Number one, how can we adopt new products and adjacencies to capit
3:22 / 4:47
from transcript3:22 – 4:47
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