Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Introduction
00:00 • 3min
How Did You Find Partners Group Out of School?
03:26 • 4min
Partners Group's Secret of Success
07:49 • 2min
Swiss to U.S.
10:10 • 2min
The Global Relative Value Approach to Investing
12:36 • 3min
Partners Group
15:08 • 2min
Partners Group - What's the Culture of Board Assignments?
16:46 • 2min
How to Find the Right People for Your Team, Faster and for Free
18:47 • 2min
What's the Corporate Culture?
20:19 • 2min
The Deal-Doing Mindset Isn't Going to Make Us Successful in the Future
21:56 • 2min
Is Your Headquarters in Colorado Going to Wall Street?
23:29 • 2min
Do You Have a Prior Relationship With Colorado?
25:18 • 3min
Private Equity Firms - How Do You Differentiate Yourself From the Competition?
28:45 • 2min
Partners Group - What's Next for Private Equity Funds?
30:20 • 2min
I'm Not Liquid for a Billion Dollars, but I Could Participate Like an Endowment That Does
32:13 • 2min
Investing in a Consumer Business?
34:10 • 3min
Is There a Darwinian Struggle for Private Markets?
36:41 • 4min
It's Never Been More Expensive to Be Naive
40:39 • 2min
COVID - What's Next?
42:22 • 2min
How Important Are Private Markets to the Economy?
44:05 • 5min
How Dependent Are Private Markets on Public Market Valuations?
49:12 • 3min
Are the Private Markets So Stable Compared to the Ups and Downs?
51:49 • 2min
Alignment of Interest in the Private Markets
53:47 • 3min
Is the Private Market Sector Going to Triple?
56:29 • 3min
Is There Still Demand for Private Credit?
59:51 • 3min
Is There a Regulator in Private Equity?
01:02:29 • 4min
Is the Fed Going Too Far and Overshooting?
01:06:38 • 2min
What Do You Do Out in Colorado?
01:08:26 • 2min
What's Your Favorite Book?
01:10:01 • 2min
How Do You Get Started in Private Equity Investing?
01:11:38 • 4min
Masters in Business on Bloomberg Radio
01:15:17 • 2min