Chris Witkowsky and Sam Sutton of PE Hub are back after a long hiatus to discuss a restructuring of fundless sponsor Argonne Capital Group’s six portfolio companies and whether that transaction is a harbinger of more creative deals on the secondary market. Next, California Public Employees’ Retirement System is exploring setting up a new platform to pursue direct investments. What that will entail, and whether it can be done, remains an open question.
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PE Hub Podcast, Ep. 12 CalPERS Meets "Office Space"
Welcome back to the PE Hub Podcast, where we absolutely live for any and all drama relating to California Public Employees’ Retirement System. First, Sam Sutton walks us through how the misuse of an office scanner led to a clash between CalPERS board members. Next, Luisa Beltran stops by to tell us about what’s happening in financial technology M&A. Finally, Chris Witkowsky continues his exploration of GPs finding creative ways to hold certain investments longer.
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PE Hub Podcast, Ep. 11: Why PE hasn't had its #MeToo moment
On Episode 11 of the PE Hub Podcast, Sarah Pringle stops by to discuss her blockbuster Buyouts cover story about why private equity hasn't had its #MeToo moment. Sarah, Sam Sutton and Chris Witkowsky explore what steps private equity firms and their investors can take to put a stop to workplace harassment. Next (19:30), Chris explains how Hellman & Friedman's single-asset secondary transaction could open the door to more firms holding on to their portfolio companies for longer periods of time.
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The stock market’s volatile and limited partners are gazing warily at their private equity allocations, wondering if capital calls and subscription line facilities could present a problem in a downturn.
Hosts Chris Witkowsky and Sam Sutton discuss what LPs should be thinking about with storm clouds on the horizon and deal prices cresting. Next, Chris explains why Sequoia Capital might have to reach out to a group of investors they’ve ignored for years -- public pensions (12:30). Will the SoftBank effect overtake the Sequoia's long history of avoiding public disclosures?
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PE Hub Podcast Ep. 9 - The Singularity!
Hosts Chris Witkowsky and Sam Sutton sit down with reporter Eamon Murphy to discuss his story about Blackstone Group's field trip to Singularity University. Then, Chris gets conspiratorial with news about the powerful roots of AEA Investors (7:50) and changes at Gores Group (15:00). Finally, Sam asks a fundamental question: should public pensions invest in private equity? (20:00)
Listen on SoundCloud and/or subscribe on iTunes.
PE HUB Editors Sam Sutton and Chris Witkowsky discuss the comings and goings of the US private equity industry. Tune in for interviews with other PE journalists, limited partners, fund managers and others. 999787
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