The Abraaj Fiasco
I wanted to experiment with a different format for this episode and share my writings on the Abraaj fraud scandal as they were happening in…
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…
Tom Burgis on the Rise of Kleptocracy
An interview with Tom Burgis, investigations correspondent at the Financial Times, and author of Kleptopia and The Looting Machine
Stonks
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
China
China’s big and has grown rapidly — so what? The Economist. SoftBank in São Paulo. Grab Bag. The Ancien Régime and the Revolution.
Liquefaction
Amidst global political instability, the most valuable attribute is a flexible mandate; Herd Behavior; KYC; Add-Backs; Short-Termism; Impact Investing; Adda Bozeman
An Extractive Industry
The Toys “R” Us bankruptcy prompts a jeremiad on LBOs; Abraaj: Redux; CEE; India; Turkey; Grapes of Wrath
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
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