Alter Domus
Podcasts
Alter Domus is a proud sponsor of Privcap's Deep Dive Interview Series, a
podcast series providing expert commentary on the latest trends in
alternatives.
Podcast – DECEMBER 2021 – JC Flowers
JC Flowers: The Financial Services Opportunity
Chris Flowers, CEO of JC Flowers & Co, explores the phenomenon of disintermediation across financial services while discussing the opportunities he sees in wealth management. Reflecting on the 2008 recession, Chris also explains why he believes the next recession will be easier on banks.
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Podcast – NOVEMBER 2021 – Ardian
Ardian's Strategy for 'Sustainable' Buyouts
How do you transform a traditional business into a sustainable one? In this episode, Chris Sand of Ardian explores his company’s strategy for ‘sustainable’ buyouts, describing how changing KPIs are leading to more diversified and environmentally friendly businesses.
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Podcast – OCTOBER 2021 – GI PARTNERS
Investing in Tech-Enabled Healthcare Companies
How is venture capital funding playing a key role in healthcare? In this episode, Dave Kreter of GI Partners describes how the healthcare industry has evolved while pointing out the key indicators and pitfalls to watch out for when investing in tech-enabled healthcare companies.
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Podcast – September 2021 – Ardian
ESG is Arriving Faster Than Anticipated
How is ESG impacting the US investment landscape? In this episode, Christopher Sand of Ardian discusses the increasing importance of ESG in the US, the right KPIs to track ESG impact, and how to avoid non-financial risks.
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Podcast – September 2021 – Carlyle Global Credit
Carlyle Savors 'Robust' Private Credit Markets
How has private credit emerged as an asset class? Justin Plouffe of Carlyle Group describes the evolution of private credit over the past twenty years while exploring the various credit opportunities in today's market.
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Podcast – August 2021 – Partners Group
Investing Behind Three Infrastructure Giga-Themes
How do investments in decarbonization compare to those in renewable energy? Todd Bright of Partners Group describes the unique challenges and opportunities in the different themes defining Partners Group’s infrastructure investment activities.
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Podcast – August 2021 – Partners Group
Investing in Data-Center Infrastructure
Todd Bright from Partners Group discusses the rise of data-centers and the need for infrastructure to house them. Topics include clean energy and water needs, the impact of disruptive technology on the sector, and the needs of ‘hyper-scalers.’
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Podcast – June 2021 – EQT
How EQT Invests in Sustainable Real Assets
In this episode, Christian Sinding, CEO and Managing Director at EQT, defines EQT’s view on real assets. Comparing the firm’s private equity investments with those in infrastructure and transportation, Christian underlines the importance of sustainability and making investments that positively affect society.
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Podcast – June 2021 – EQT
EQT's Global Approach to ‘Future-Proofing’ Businesses
In this episode, Christian Sinding, CEO and Managing Director at EQT Partners, examines the evolution of EQT, describing the firm’s focus on investments that are transforming society, such as TMT, healthcare, and tech-enabled services. Christian looks at the advantages of investing in companies that have already embraced a digital presence over traditional brick-and-mortar firms. He additionally touches on the role management plays when taking risks.
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Podcast – May 2021 – Portfolio Advisors
Evolution of the Private Capital Secondaries Market
In this episode, Brian Murphy, Managing Director of Portfolio Advisors, examines the evolution of the secondaries market, describing why the market is becoming increasingly attractive for institutional investors. He also explores the impact GP-led transactions and continuation funds have had in growing the asset class over the past years.
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Podcast – April 2021 – Convergence
Convergence’s League Table Monthly Podcast
Speaking with Convergence, Tom Gandolfo, Head of Sales & Relationship Management North America, examined the factors that have allowed the alternative industry to remain resilient to the challenges of 2020. He explores the new technologies and business models utilized by managers to adapt to a new business landscape while additionally discussing how the distress and societal disruption of COVID has placed an even greater emphasis on ESG.
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Podcast – April 2021 – Portfolio Advisors
High Net Worth Capital and Liquidity in Alternatives
In this episode, Brian Murphy, Managing Director of Portfolio Advisors, examined how secondary transactions have evolved over time while highlighting why the secondary market has received increased interest from HNWI in recent times. Brian additionally explores the administrative challenges for providing liquidity and the rising popularity of feeder funds and registered products.
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Podcast – April 2021 – Permira
Investing in Tech-Enabled Services
In this episode, Philip Muelder, Partner, Head of Services at Permira, discusses the global private equity firm’s investments into services businesses through one of its portfolio companies – Duff and Phelps. He additionally explores the increasing emphasis of ESG in Permira’s portfolio, the rise of bots, and how the firm is weathering covid-19.
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Podcast – March 2021 – Sun Capital
Sun Capital is Bullish on Healthcare Done Right
In this episode, Daniel Florian, Managing Director, Sun Capital Partners, and Stephen Cella, Principal, Sun Capital Partners, describe their firm’s investments in a care clinic and a dermatology business. As veteran private equity managers, they provide insights on the effects of COVID, telehealth, evolving healthcare business models, and patient empowerment.
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Podcast – February 2021 – Alter Domus
Expanding to Ease Private Capital's Growing Pains
In this episode, Doug Hart, CEO of Alter Domus, and Paul Woods, Regional Executive North America at Alter Domus, examined the factors driving the growth of the alternatives sector, the challenge of synchronizing vast amounts of data to diverse regulatory frameworks, and expanded on Alter Domus’ recent growth through acquisitions.
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Podcast – February 2021 – Irish Funds
Ireland’s Step Forward in Global Fund Management
In an interview with Pat Lardner, Chief Executive of the Irish Funds Industry Association, Lardner provides a history of the Irish financial services industry and paints the current landscape for listeners. He discusses the rise of limited partnerships, with particular focus on the Irish ILP regime, as well as the IFIA mandate and effects of Brexit.
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Podcast – November 2020 – Thoma Bravo
Scaling Enterprise Software Companies
In an interview with Holden Spaht, Managing Partner at Thoma Bravo, Spaht describes the state of play in the software private equity and M&A markets, the performance of software companies amid COVID-19, dealing with huge valuations, and convergence across industries.
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Podcast – October 2020 – KKR
Planning KKR's Next Stage of Growth
In a wide-ranging interview, Suzanne Donohoe, the Global Head of Strategic Growth for KKR, describes the drivers of growth in the alternative investment industry. Donohoe also discusses the rise of limited partners outside of the US pension system, the art of managing an increasingly large and complex organization, what KKR learned from prior recessions that it is using to navigate the current turbulent times and what KKR looks for in new hires.