The Four Dynamics Shaping Global Private Markets
Four trends in private markets present urgent and existential risks to fund managers. It is time to take action.
Nnennia Ejebe on the Art of Control Deals in Africa
An interview with Nnennia Ejebe, Partner at Adenia.
Gopal Jain on India’s Transformation
An interview with Gopal Jain, co-founder and Managing Partner of Gaja Capital.
A CDO for Secondaries?
A year or so ago I floated the idea of an index fund for EM private assets. What if there were an asset manager that could agglomerate…
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.
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…
Roger Leeds on Private Equity & Development
When I decided to launch the podcast, I wanted today’s interviewee — Roger Leeds — to be one of the first guests. And I wanted…
Stonks
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
Image and Reality
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Questions During Quarantine
Thoughts on EM Special Situations; (Asset) price stability; Corporate + state interests; Goodbye globalization?; Autarky under anarchy; Thucydides
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