Fund Shack
Fund Shack
  • 68
  • 42 280
Corporate venture capital at Jaguar Land Rover
Mike Smeed is managing director of InMotion Ventures, the corporate venturing arm of Jaguar Land Rover. In this episode of the Fund Shack podcast, he speaks to Ross Butler about what the company looks for in start-up candidates and the rapidly evolving nature of corporate venture capital.
zhlédnutí: 59

Video

Leading renewables investor backs hydrogen
zhlédnutí 60Před 12 hodinami
Hydrogen is the future; EV is transitional; a too hasty transition is socially regressive. Pioneering renewables investor Bernard Fairman talks to Ross Butler.
Renewables, infrastructure and international equity: Bernard Fairman, Foresight Group
zhlédnutí 132Před dnem
Foresight Group was a pioneer in renewable energy investment back in the 1990s. Today, it is a diversified investment group listed in London. Its founder and chairman, Bernard Fairman, talks to Ross Butler about its expansion into global infrastructure; why he favours hydrogen over electric, and; his plans to build out the firm’s UK venture investment arm into an international-regional growth e...
Central European private equity: a surprisingly big opportunity. With Robert Knorr
zhlédnutí 475Před měsícem
Mid Europa Partners pioneered private equity buyout investing in Central Europe, launching in 1999. Robert Knorr has been managing partner since 2007. He was recently awarded Private Equity Mid Market Leader of the Year at the Real Deals private equity awards for his pivotal role in investment in the region. In this podcast he talks to Ross Butler about opportunities from Poland to the Mediterr...
Private equity secondaries: everything you ever wanted to know. With Etienne Deshormes
zhlédnutí 643Před měsícem
Secondaries investing has exploded since 2023, with both LPs and GPs leading the sale of private equity fund commitments as portfolio management tool. Etienne Deshormes founded Elm Capital to help private equity managers raise funds, but these days he also helps put together complex secondaries transactions. This episode is everything you ever wanted to know about private equity secondaries….
Private equity deals in 2024: a global lawyer's perspective, with Chris Field of Dechert
zhlédnutí 302Před měsícem
With a deal drought across the global private equity industry, we talk to Chris Field of global law firm Dechert about what's next for M&A and buyout deal flow for 2024. We discuss valuations and defensive deal structures as vendors and buyers find ways to come together. Top quote: "I have never worked on an earn-out, ever, that has not resulted in some form of dispute.'" Chris also talks about...
Private equity in Africa. A conversation with Adenia's Stephane Bacquaert
zhlédnutí 774Před 2 měsíci
Private equity is a great way of investing in uncertain, high growth environments. Strange then, that the African private equity industry is so small. In fact, Stephane Bacquaert argues that the Western, established private capital industry has systematically misunderstood the African opportunity, and in particular its risk profile. In this Fund Shack podcast with Ross Butler, he talks about ma...
The danger of private equity retail schemes
zhlédnutí 207Před 2 měsíci
Henry Freeman explains why the latest vehicles for encouraging smaller investors to access private equity style returns, namely the UK's Long term asset funds (LTAFS) and the European equivalent ELTIFs are flawed and potentially destructive vehicles. #privateequity #venturecapital #assetmanagement #investment #podcast
Re-packaging private equity: careful what you wish for
zhlédnutí 272Před 2 měsíci
Private equity fund managers are racing to find structures that will allow small private investors to invest with them. Meanwhile governments are introducing ELTIF and LTAF structures to encourage "democratization". Henry Freeman has been working at the nexus of public and private equity for two decades. And he has concerns. Henry is also founder of the Fund Society, an insight aggregator for i...
Private equity: the true risk for fund investors
zhlédnutí 278Před 2 měsíci
Thomas Meyer, author of private equity classic "Beyond the J-Curve" on regulators and academics topsy-turvy view of risk in alternative assets. #privateequity #fundmanagement #riskmanagement
A real and important conversation about ESG
zhlédnutí 84Před 2 měsíci
What is ESG, really? Is it good for the world? How does EU regulation change things? Is ESG an ethical construct? This is the conversation that first challenge complacent notions of ESG and set the ball rolling on a more sophisticated debate about the role and duty of corporates and investors in non-financial considerations. Recorded in May 2020. Cyril Demaria is a leading thinker on investment...
"The enemy of long-term profits is moral hazard"
zhlédnutí 161Před 3 měsíci
Daniel Zwirn of Arena Investors explains why the fund management industry is set up to fail for investors. By contrast, he advocates being on the other side of other people's moral hazard, as per Warren Buffet. #financialcrises #fundmanagement #investment
Moral hazard in Alternatives - Daniel Zwirn on Fund Shack's private equity podcast
zhlédnutí 694Před 3 měsíci
Daniel Zwirn has a very different take on Alternative Investments. In contrast to the multi-trillion dollar fund management industry, he believes that a merchant banking approach to private market investments provides the best and most honest deal for investors. His firm, Arena Investors LP, is based on the best practices he discovered from analysing several centuries of successful financial ve...
How to stop worrying and love AI
zhlédnutí 71Před 3 měsíci
As the world wonders about AI, we ask: what does ethical technology investment look like? Target Global's Yaron Valler argues that the West is too consumed with whether we should do something and not whether we are capable of doing it. #venturecapital #ai #ethics
Create a winning strapline, slogan or tag-line to build your brand
zhlédnutí 99Před 4 měsíci
Create a winning strapline, slogan or tag-line to build your brand
Hans Lovrek on private equity's ancient precedent
zhlédnutí 170Před 5 měsíci
Hans Lovrek on private equity's ancient precedent
Yaron Valler of Target Global, on AI, virtual reality & venture capital
zhlédnutí 129Před 5 měsíci
Yaron Valler of Target Global, on AI, virtual reality & venture capital
Sanjay Panchal, Livingbridge - private equity and healthcare
zhlédnutí 405Před 5 měsíci
Sanjay Panchal, Livingbridge - private equity and healthcare
Marcus Maier-Krug, Arcmont Asset Management
zhlédnutí 322Před 6 měsíci
Marcus Maier-Krug, Arcmont Asset Management
Alejandro Alcalde Rasch, Advent International
zhlédnutí 556Před 6 měsíci
Alejandro Alcalde Rasch, Advent International
Is Silicon Valley's success really replicable?
zhlédnutí 84Před 6 měsíci
Is Silicon Valley's success really replicable?
Josh Lerner, Harvard Business School
zhlédnutí 390Před 6 měsíci
Josh Lerner, Harvard Business School
Andros Payne, Humatica
zhlédnutí 382Před 6 měsíci
Andros Payne, Humatica
Private capital's 2023 fundraising crunch
zhlédnutí 176Před 7 měsíci
Private capital's 2023 fundraising crunch
Reynir Indahl, Summa Equity
zhlédnutí 589Před 7 měsíci
Reynir Indahl, Summa Equity
Douglas Hansen-Luke, Future Planet Capital: what is Impact Investing
zhlédnutí 193Před 8 měsíci
Douglas Hansen-Luke, Future Planet Capital: what is Impact Investing
SFDR and human rights with Simon Witney
zhlédnutí 81Před 9 měsíci
SFDR and human rights with Simon Witney
Will private equity returns decline?
zhlédnutí 154Před 9 měsíci
Will private equity returns decline?
Talent & training in private equity investment
zhlédnutí 121Před 9 měsíci
Talent & training in private equity investment
Placement agent masterclass
zhlédnutí 1,2KPřed 9 měsíci
Placement agent masterclass

Komentáře

  • @nicolaasvanroosendael697

    search Flash Technology vis Professor James Tour which has H as a byproduct

  • @andders2477
    @andders2477 Před 5 dny

    just forgetting the efficiense of hydrogen is max 35%, diesel engines around the same and EV 90%; wonder whats going to last and what will be a transition medie.

  • @kiprotichsalat2460
    @kiprotichsalat2460 Před měsícem

    Great conversation!

  • @amonifinau4048
    @amonifinau4048 Před měsícem

    Thank you!

  • @selohcin
    @selohcin Před 2 měsíci

    Gosh, why didn't I think of that? It's so obvious! I should have been a private equity guy! Oh, that's right. I'm not in the right circles and don't have the money to get there. 🙄

    • @moh6410
      @moh6410 Před 13 dny

      Even Stephen(blackstone) get hundreds of rejections from his circle.

  • @Jonalink123
    @Jonalink123 Před 2 měsíci

    Saw this pop up into my suggested videos - very interesting insights about these investment vehicles - never American news talk about it. Keep it up!

  • @mikedindy574
    @mikedindy574 Před 2 měsíci

    Private equity is the WORST thing to ever happen to healthcare. Literally just read the news, these companies are destroying healthcare systems across the country and shutting down hospitals. Steward healthcare have used scorched earth tactics in every state they have operated. Find a different industry to greedy and ruin peoples lives.

  • @unnamedpodcast603
    @unnamedpodcast603 Před 2 měsíci

    Thoughts on "transitional investing" at Blackrock? Apparently that's the game now? Also, great interview. Its nice to hear people talking about where ESG originated with the push for sustainable growth and corporate responsibility, and without the speculation, or the filling in of unknowns with absolutist philosophical nonsense.

  • @LLau
    @LLau Před 3 měsíci

    Where can I find the full interview?

  • @rossbutler942
    @rossbutler942 Před 3 měsíci

    Yes, you have to keep moving forward, and pay attention at the same time.

  • @cambodianz
    @cambodianz Před 3 měsíci

    Most people think that the problem with socialism is that people aren't perfectly altruistic, or central planners aren't smart enough, but neither of these is the real issue. The real bottleneck is data, not intelligence. Economics is the study of choice. Specifically, it's about the choice of how you allocated limited resources that have alternate uses. Do you make desks out of wood, or steel? How much water do you allocate to filling swimming pools vs growing almonds? In a socialist system, there tends to be some kind of central planning entity that makes these kinds of decisions. In capitalism, the decisions are spread out, with many individual actors making small decisions about what THEY will do, based on what effects THEM. The advantage of capitalist distribution and emergent decision making is not only that it makes far more neurons available to this decision making process. This is a big deal. It really has orders magnitude more processing power. But the real, insurmountable advantage of capitalist distributed decision making is that it brings those decisions close to the information they are based on. A socialist central planning committee is many layers removed from the guys in the forest cutting trees, and the guys smelting steel, and the guys making and selling furniture. They truly can't figure out how many desks to make out of steel, and how many of wood, no matter how smart they are. They just don't have the data. Capitalist decision makers are closest to the data that corresponds to their specialty, and they get an aggregate of other data from prices, which emerge from other people's decision making. The dudes cutting trees know everything about wood, but nothing about furniture. So they set the price of wood (based on their abilities and needs and expenses), and the guys who make furniture can work out how many wooden desks to make based on that price, because they know how many desks people buy, whether they prefer wood or steel, how much it will cost them to make each based on prices, etc. In other words, capitalist systems farm out decisions to domain experts, while socialism relies on bunch of isolated generalists. This is why socialism not only doesn't work, but can't work in any possible universe.

  • @mohamedrekaz8704
    @mohamedrekaz8704 Před 4 měsíci

    Dig deep in YT you'll find value. We'll I'm finding it

  • @bjornelenfors2039
    @bjornelenfors2039 Před 4 měsíci

    Very interesting!

  • @teklifemediagroup8781
    @teklifemediagroup8781 Před 6 měsíci

    INSPIRED💯

  • @arkhan021
    @arkhan021 Před 7 měsíci

    Wow, had not considered that at all. Thank you for the insight.

  • @carlwill
    @carlwill Před 7 měsíci

    P r o m o S M

  • @TM-yr3pc
    @TM-yr3pc Před 7 měsíci

    In some sectors Private equity plays an essential role, innovation, new tech, risk capital etc. But mostly it’s immoral: bogus financial metrics, tax dodging, cartelised, over leveraged, bootstrapping with other people’s money…paid for with other peoples livelihoods ….with no real accountability for failure.

    • @generaltheory
      @generaltheory Před 8 dny

      And in public equity, a collapse of one hedge fund wiped out all SPACs the other year. Is that anything to do with value?

    • @generaltheory
      @generaltheory Před 8 dny

      As for financial data, it's simply illegal to fake it. Many private companies are transparent and smart. It you haven't seen many reports and are afraid to invest, consult, but please don't spread the fear. Private equity isn't going anywhere cause of your style... That simply isn't as profitable as good private investments

  • @brendanj1124
    @brendanj1124 Před 8 měsíci

    From my understanding all ESG is doing is allowing the state to ramp down local energt reliance on gas coal and oil by strangleholding consumer choice at the direct expense of it effect local fuel food anf farming agriculture. I can see directly where and how ESG has failed because its #1 aspect government is meant to protect are the people. And this whole situation has been managed like an opportunity to raise capital instead of provide and safeguard choice for consumers which any other government aside the standard rigged house of cards assembly types that take orders from ESG economic goals is currently providing at the expense an profiteering off of the publics loss. You round table folk have no idea how your green energt ESG bullshit is actually destroying neighbourhoods people arent homeless because of abundant energy supply an the government providing ample consumer choice..

  • @asajubamidele352
    @asajubamidele352 Před 9 měsíci

    The private equity sector has yet to gain widespread prominence as a prevalent business or career pursuit within the African context. I’m a software developer and looking at starting a digital PE, I’ll like to know if you’re gonna make an episode that addresses setting up a PE, thank you

  • @emilioalvaradoarcos9595

    extremely valuable content!