Podcaster
Episoden
03.02.2025
56 Minuten
In the first podcast episode of 2025, we are excited to welcome
Nico Zeifang, Co-Founder and Partner at Penguin Capital.
Penguin Capital is an investment firm with a competitive edge in
the Lower-Mid Market. Backed by 50 entrepreneurial families, we
combine data-driven expertise with firsthand entrepreneurial
experience, offering our investors unique access to top-tier,
oversubscribed Private Equity funds and Co-Investments across
North America, Europe, and select global markets.
This podcast episode discusses key topics in private equity and
investment strategies. The conversation explores the challenges
and opportunities of IPOs, the role of data analysis in
investment decisions, and the growing influence of AI on the
business landscape. Nico also shares insights into portfolio
diversification, the importance of human intuition in technology,
and success factors for funds and co-investments, offering a
comprehensive view of the evolving investment world.
Mehr
05.11.2024
51 Minuten
In this week's podcast episode, we are excited to welcome Richard
Kunzer, Founding Partner at Integrum.
Integrum is a mission-driven, technology-focused investment firm
founded by experienced leaders with diverse backgrounds. The firm
invests in sectors like Insurance Services, Payments, Business
& Professional Services, and Capital-Light Financial Services
across North America. Integrum seeks scalable, profitable
companies with strong client relationships and innovation
potential. Their value creation approach focuses on strategic
partnerships, accelerating growth, attracting top talent, and
implementing best practices.
In this podcast episode, the current economic situation in the
U.S. is highlighted, along with insights into the impact of AI on
the economy. The founding and vision of Integrum are explored,
along with discussions on investment strategies and the
importance of strong management teams. Key success factors for
companies and investments are examined, as well as growth
strategies focused on mid-sized businesses. Market opportunities
and geographical focus areas are identified, and exit strategies
and investor relations are discussed. The episode concludes with
market forecasts and predictions for future developments.
Mehr
10.10.2024
52 Minuten
In this week's podcast episode, we are excited to welcome Richard
Clarke, Managing Director of Private Equity & Venture Capital
at ODDO BHF.
ODDO BHF is a European financial group with over 180 years of
history, managing €142 billion in assets across Private Wealth
Management, Asset Management, and Corporate & Investment
Banking. Serving 60,000 clients, the group emphasizes an
entrepreneurial spirit, aligning employee and client interests by
offering staff the chance to become shareholders alongside the
ODDO family, who own 90% of the group. With a focus on talent
development, ODDO BHF delivers tailored financial solutions,
aiming to create a world where every day brings new
opportunities.
This episode explores the key differences between institutional
and private investors, offering insights into the evolving
landscape of venture capital. It analyzes current market trends
and examines the impact of artificial intelligence on investment
strategies. A detailed overview of ODDO BHF and its unique
approaches is provided, along with a focus on technology
investments and portfolio allocation. Investment strategies
across different sectors are discussed, as well as opportunities
in secondary markets. The episode also delves into the evaluation
and due diligence processes, the democratization of private
equity and venture capital, and the future of technology ventures
and liquidity trends.
Mehr
11.09.2024
47 Minuten
In this week's podcast episode, we are excited to welcome Julien
Marencic, Partner and Founder at Jera Capital.
Jera Capital specializes in providing selective exposure to
unlisted companies through secondary transactions in partnership
with leading private equity managers in North America and Western
Europe. The firm focuses on acquiring stakes in well-established
companies with strong potential for value creation and
sustainability. Founded by private equity veterans from a large
Nordic asset manager, Jera Capital offers investors instant and
flexible access to private equity, along with improved liquidity.
Headquartered in Copenhagen with operations in Luxembourg, Jera
Capital is supported by recognized institutional and private
investors and collaborates with top industry partners.
This podcast episode explores the significance of Private Equity
Secondaries and their role in today's market, highlighting how
Jera Capital strategically selects high-quality companies and
managers. It delves into the impact of current market
developments on private equity, emphasizing the importance of
diversification and geographic focus. The episode also covers the
challenges and opportunities in democratizing private markets,
including the role of artificial intelligence in the private
ecosystem and the complexities of finding high-quality assets
through secondary sales.
Mehr
07.08.2024
48 Minuten
In der dieswöchigen Podcast-Episode freuen wir uns, David Riemer,
Co-Founder von arttrade, zu begrüßen.
arttrade bietet Zugang zu Blue Chip Kunst von renommierten
Künstlern aus der ganzen Welt und ermöglicht außergewöhnliche
Renditen sowie Unabhängigkeit von traditionellen Finanzmärkten.
Durch Tokenisierung ermöglicht das Unternehmen anteilige
Investitionen in einzelne Kunstwerke und diversifizierte
Portfolios, ähnlich einem Fonds, und gewährleistet so maximale
Diversifikation bei minimalen Kosten. Die Investitionen von
Arttrade sind durch vollständig regulierte Wertpapiere nach dem
elektronischen Wertpapiergesetz (eWpG) mit ISINs abgesichert, was
einen transparenten, kosteneffizienten und vollständig digitalen
Prozess sicherstellt. Durch die Demokratisierung von hochwertigen
Kunst Investitionen hat sich Arttrade als führender Anbieter
moderner und sicherer Kunstinvestmentlösungen etabliert.
Diese Podcast-Episode untersucht das Potenzial und die
Zugänglichkeit von Investitionen in Blue Chip Kunst und
analysiert die Auswirkungen globaler Ereignisse wie
geopolitischer Krisen auf dem Kunstmarkt. Es wird die
strategische Zusammensetzung der Arttrade-Portfolios behandelt
und auf attraktive Investitionsmöglichkeiten hingewiesen. Die
Episode beschreibt den Prozess des Verkaufs von Kunstwerken über
Arttrade, Maßnahmen zur Echtheitsprüfung und optimale
Vertriebskanäle. Zudem werden die Beweggründe für Investitionen
in Kunst, die Integration von Kunst in Anlageportfolios sowie
deren Verbesserung und Zukunftsprognosen für das Wachstum des
Kunstmarktes erörtert.
Mehr
Über diesen Podcast
Private markets are opaque and unfamiliar to many people. Within
the podcast series 'Private Markets Unleashed', we are interviewing
fascinating individuals representing diverse alternative asset
classes to enhance transparency and foster greater understanding of
private markets.
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