Laurel Bowden had been trying for years to meet Romain Moulin, the elusive CEO of Exotec, a French robotics company — but he maintained a low profile and rarely took meetings with venture capitalists.
From the podcast episode: It’s like your doctor saying, “we're going to give you an MRI, but on 60 percent of your body. I hope the other 40 percent is okay.”
Ignacio Jayanti discusses what happens as fund commitments reach their expiration dates, the limits of due diligence, and why buyouts are past ‘Peak PE.’
David Hunt, president and CEO of PGIM, addresses how economies are being funded differently, what that means for investors’ portfolios, and how to foster contrarian thinking.
Researchers have found that performance is far higher than people think once the data includes the largest institutional hedge funds. “Every single piece of research needs to be revisited.”
Essentia Analytics has found a link between a manager’s past skilled investment decisions — not performance — and higher relative returns in the future.
Ultimately, many allocators want to actively manage their PE portfolios, and are exploring everything from automatic secondary sales to third-party leverage, says TRS’s Scott Ramsower.