Exit Strategies w/ Thoma Bravo’s Holden ...

On June 23, I joined the Capital Allocators podcast to discuss some of the pressing challenges facing the private equity industry today, with a particular focus on the ongoing liquidity crisis. This is an unprecedented and, I would argue, an underappreciated problem for the indus ... Show More

[This episode originally aired on July 12, 2023] In part two of our conversation with Ian Charles, we reflect on a career of consummate innovation in the secondaries market. 

[This episode originally aired on June 22, 2023] Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing. 

Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more insights from great investors, listen to previous episodes from our Great Investor ... Show More

After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, d ... Show More

Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?  (00:42) Jason Moser and Matt Argersinger discuss:- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about ... Show More

SPACs - special-purpose acquisition companies - are the latest rage in finance. They are firms designed to help another go public by going around the traditional IPO process to raise funding, and The Wall Street Journal estimates that so far this year, five new SPACs are formed d ... Show More

It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey.  

Send us a textIn this episode we delve into the intricate world of finance depicted in the Season 3 premiere, "Il Mattino Ha L’Oro in Bocca" breaking down the complexities behind the IPO process, how pricing works and setting "price talk", the IPO discount and more. We also touch ... Show More

What drives success in private equity? In this episode of Careers in Finance, we unpack the strategies behind some of the biggest PE deals in history, from Blackstone’s transformation of Hilton Hotels to the Dell Technologies buyout. But it’s not just about big names and bold mov ... Show More

“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried, who also served as the former president and co-chief operating officer at Gold ... Show More

On this episode of Origins, we sit down with Beezer Clarkson of Sapphire Partners to discuss the current state of the VC and LP markets, given recent dislocations. We cover what Beezer is seeing on the ground, where we might be in the current cycle / downturn, how VCs can respond ... Show More

In a high-tech world, old-school relationships still win. So take a cue from Hollywood: Film producer and financier Matthew Helderman, cofounder and CEO of BondIt Media Capital and Buffalo8, shares how his team turned the classic business lunch into a repeatable growth strategy - ... Show More