Welcome to ‘Palico Capital Calls’, a podcast where we have conversations with some of the most brilliant minds in private equity. On our program we chat with LPs, GPs, and advisors to hear candid stories about the industry and to get their take on what really matters.
A panel discussion featuring senior executives from VCFA, Coller Capital and Hamilton Lane. We discuss How technology helps Secondary buyers to make decisions? What reasonable expectations a seller should have during COVID-19? How buyers deploy their record amount of dry powder and their opinion on the cyclic nature of portfolio cash flows? And much more!
Chris Keller, Managing Partner at NextGen Venture Partners, as a true serial entrepreneur, created the world’s first celebrity fantasy league (Fafarazzi) and the world’s first email follow-up tool Followup.cc and then began his VC career at NextGen. An ex-Hubspot, Chris reflects upon how NextGen leverages its network for its portfolio companies, why he pushed to scale up by going virtual, and finally, his thoughts on the Fintech industry and how it helped consumers to tide over Covid-19 crisis.
Sean Ruhmann, Portfolio Manager running the TA Realty Core Property Fund, shares how his roots of a mechanical engineer kickstarted his Real Estate Investment industry career spanning almost 2 decades. The former Director and Partner at NEPC reflects on the current trends at ODCE Index and shares his take on the pressing factors on the future demand and supply. An ex-Goldman Sachs, Sean discusses how Core Real Estate funds act as income-focused assets, the unique diverging returns between different property classes and finally, his thoughts on the hybrid status of Real Estate funds regarding liquidity.
A panel discussion featuring senior executives from LACERA, Campbell Lutyens and Nokia Investment Management Corporation. We discuss- How COVID-19 is affecting the secondary market? What best practices should LPs consider when selling their fund stakes in this uncertain environment? And much more.
Asaf Horesh, General Partner at Vintage Investment Partners, served as a helicopter pilot under the Israeli Air Force before beginning his career in PE as a Principal at Greylock IL (now 83 North). The Wharton alumni and ex-BCG consultant reflects upon his unique path into the industry, how Secondaries and the Dot-com crisis proved a genesis for Vintage Investment Partners and his thoughts on the “second derivative” effects of Covid-19 and the demand for liquidity in the forthcoming future.
Steven Cowan, co-founder and managing director of 57 Stars, is a pioneer in the emerging markets private equity space, having begun his PE career in the mid-90s at the Overseas Private Investment Corporation (OPIC - now known as the DFC). We talk about his unique path into the industry, and we also get his thoughtful insights on emerging markets and what it means for PE investing in today’s market.
As an experienced venture capital investor, Luca Mannucci reflects on his past experiences in the field, the storied history of Banca Sella Group in the venture space, and how he thinks the current crisis may affect investment decisions from investors actively allocating to venture capital.
In episode three of Palico Capital Calls our Head of Strategy, Claire Commons, speaks to Eric Marchand, the Head of APAC Private Equity at Unigestion, who joins us all the way from Singapore to discuss the current and future outlook for private equity in the Asia Pacific region. The discussion highlights Eric's start in private equity, where it has brought him today with Unigestion, and gives insight as to why the APAC region may come out of the current crisis stronger than other regions in the world.
In episode two our Head of Strategy, Claire Commons, sits down with Ted Lamade, Investment Director at the Carnegie Center for Science. In this candid interview, we discuss Ted's life and growth as an investor who has dealt with crises in the past and how he continues to make investment decisions during the current downturn at a storied endowment.
In our first episode, we talk to our very own Claire Commons, Head of Strategy here at Palico. We discuss her 20-year career in Private Equity that has seen everything from 9/11, to the Tech-Bubble of the early 2000s, to the Global Financial Crisis of 08/09. She talks about what we can learn from those moments and what happens to be different in the time of Covid-19.