The Great Wall of Capital
Asia has subsumed everything; very bad news; China’s private sector; Factfulness; Lucretius.
Expectations v. Reality
Expectations of 3x from emerging market private equity funds are unreasonable
Passages
Voyages through a vanished world with a newborn; Profit from Purpose; Deals!; Tough Crowd; Risky Business; GP Stakes; Patrick Leigh Fermor
Illusions and Delusions
On the gap between image and reality; 401(k)s — The Final Frontier; Future Fund; Norway on Governance; Social Capital; Nostalgia for the Absolute
Liquefaction
Amidst global political instability, the most valuable attribute is a flexible mandate; Herd Behavior; KYC; Add-Backs; Short-Termism; Impact Investing; Adda Bozeman
The Work
Year three begins; Advent + Walmart Brazil; African PE: Quo vadis?; Creador + Goldman on Asia; Mr. China Meets the Mekong; A Most Damning Indictment; and, “The Odyssey”
An Extractive Industry
The Toys “R” Us bankruptcy prompts a jeremiad on LBOs; Abraaj: Redux; CEE; India; Turkey; Grapes of Wrath
The Wealth of Nations
A walking safari in Tanzania prompts a question: who’s wealthier, a Maasai elder or your average American?
Questions of Leadership
Key themes from IFC and EMPEA’s Global Private Equity Conference included leadership, governance, and transparency
Transparency & Governance
A reflection on transparency and governance. Also features: Abraaj, Norway’s sovereign wealth fund, Bain & Co, The Dhammapada
End of content
End of content