Steffen Pauls, Founder and CEO of Moonfare, speaks to leading investment managers from across the private equity and venture capital industry to uncover the key topics and trends that are shaping private markets now and may do so in the future. Subject to eligibility, capital at risk.
KKR’s Henry Kravis on investing in downturns, lessons learned from past crisis and times of uncertainty
1:01:03Moonfare’s founder and CEO, Steffen Pauls, hosted Henry Kravis, Co-Founder and Co-Executive Chairman of KKR and one of the most influential people in the private equity industry. Kravis talked about the power of curiosity, showing courage in the face of uncertainty, lessons learned from past crises, his views on investing in the current economic climate and much more.
Motive Partners’ Blythe Masters on the impact of generative AI on fintech
58:32How has Motive’s founding partner managed the transition from blockchain entrepreneur to signing off equity cheques for fintech investments? And what impact does she think high interest rates and trends such as AI will have on the space? Subject to eligibility, capital at risk.
Carlyle’s Jason Thomas on the fallout from SVB’s collapse, shifting focus and opportunities for private investors
1:05:28In the wake of SVB’s sudden fall, how does Carlyle’s Head of Global Research assess its impact on the private equity industry? What is the focus now for companies in an environment of rising rates, and what opportunities could this create for patient investors? Subject to eligibility, capital at risk.
Insight’s Jeff Lieberman on software’s fundamental role in growth
55:22How does data analytics impact the Insight Partners’ managing director’s decision-making process, and in his eyes, what makes for a good entrepreneur? This episode was recorded on 9 November 2022. Subject to eligibility, capital at risk.
Hg’s Justin Von Simson on the key to successful businesses in private equity
59:13What does the Hg CEO think is the key function when it comes to tech investing? What does he make of the current macro environment? And how can outside parties evaluate PE funds? This episode was recorded on October 21, 2022. Subject to eligibility, capital at risk.
General Catalyst’s David Fialkow on the need for patience in VC investing
55:47Why does the Co-Founder of General Catalyst think his firm’s scale will help it during the tough VC market? And why is sticking with companies for longer vital when it comes to value creation? This episode was recorded on 29 September 2022. Subject to eligibility, capital at risk.
Vinod Khosla on taking risks to hunt the biggest rewards in VC
59:43Why is the Khosla Ventures founder unphased by taking on a larger probability of failure with some of his investments? And what are the ‘unfair advantages’ he seeks out in potential portfolio companies? This episode was recorded on 15 September 2021. Subject to eligibility, capital at risk.
Permira’s Kurt Björklund on shifting private equity’s investing mindset
41:23Why does Permira’s managing partner think private markets investors need to shift from risk-aversion behaviour to an upside-optionality mindset? And how does the private company governance model hold the edge over public ones when it comes to value creation? This episode was recorded on 18 May 2021. Subject to eligibility, capital at risk.
Founders Fund’s Lauren Gross on how to identify the next wave of unicorn entrepreneurs
40:59How does the Founders Fund partner and COO think that the firm’s agnostic approach has helped its success? And how does concentrating capital into specific investments such as SpaceX and Stripe feed into that? This episode was recorded on April 22, 2021. Subject to elibility, capital at risk.
EQT’s Marcus Brennecke on why making mistakes is the making of a good investor
40:49Why does the EQT Partner and CO-Head of EQT Group Private Equity Advisory team count listening to a diverse range of opinions as a key for success? And how does he manage investing across different economic cycles? This episode was recorded on 25 March 2021. Subject to eligibility, capital at risk.