Portico recently led a teach-in seminar on the role of emerging markets private equity in LPs’ portfolios.

We pulled together a video of our presentation, which includes a brief history of the industry’s emergence, growth, and consolidation across three cycles, as well as an analysis of industry performance, and thoughts on the future of private capital in emerging markets.

Unfortunately, a gremlin in the file ate the audio for slide 21. Sorry about that!

We hope you enjoy the video. If you’d like to download a copy of the slides, you may do so by clicking the button beneath the YouTube embed.