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.
Four trends in private markets present urgent and existential risks to fund managers. It is time to take action.
An interview with Karim Hussein, Managing Partner of Algebra Ventures.
An interview with Gopal Jain, co-founder and Managing Partner of Gaja Capital.
Everyone’s expecting it to be the Roaring Twenties. But what if the Roaring decade already happened? And you missed it?!
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…
I’m delighted to kick off the podcast with Aniko Szigetvari and Ik Kanu. Aniko and Ik are the founding partners of Atlantica Ventures, an early-stage…
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Thoughts on EM Special Situations; (Asset) price stability; Corporate + state interests; Goodbye globalization?; Autarky under anarchy; Thucydides
Let’s look out for one another.
The fine line between stamina and stupidity. Also: J.P. Morgan; Hony Capital; Bia, Part II; The Cost of Being Too Patient; The Porticos of Bologna; Arrian.
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