The Boring Twenties?
Everyone’s expecting it to be the Roaring Twenties. But what if the Roaring decade already happened? And you missed it?!
Weijian Shan on Leverage and Turnarounds in Asia
An interview with the Chairman and CEO of PAG, a leading Asia-focused alternative investments firm with ~$40 billion in AUM.
Monica Brand Engel on Fintech & Financial Inclusion
In the third episode of The Portico Podcast I speak with Monica Brand Engel — a co-founding Partner at Quona Capital, a venture capital firm…
Is EM PE Dead?
When Portico launched four years ago, I asked “Is Emerging Markets Private Equity Dying?” There’s no need to ask the question anymore. It’s dead. You…
Chasing Profits
Is the institutionalization of asset management leading to less innovation? Also: WeWork + SoftBank; European Buyouts; China; Fund Terms; Governance; Henry Adams.
Active Management
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
The Great Wall of Capital
Asia has subsumed everything; very bad news; China’s private sector; Factfulness; Lucretius.
Passages
Voyages through a vanished world with a newborn; Profit from Purpose; Deals!; Tough Crowd; Risky Business; GP Stakes; Patrick Leigh Fermor
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”
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