Private Capital
topic on 7 shows · 19 statements across 14 episodes · said 1 times in 1 episodes since 2024
Capital Allocators 1 
WTF is with Nikhil Kamath 
Invest Like the Best 
Sourcery 
the a16z Podcast 
All-In 
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Capital Allocators 1
2024 1 mention in 1 episode
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19 statements about Private Capital, every show
Mavrucas: Saronic has raised $2.5 billion in private capital
“To date, we're just about four years old. We've raised two and a half billion dollars in private capital.”
Banga: World Bank mobilized nearly $70B in private capital last year
“Last year we mobilized, Seventy billion almost private capital. Up from say, 40,000,000,002, three years ago.”
Private Capital Assets Grew From $2 Trillion Pre-GFC to $15 Trillion
“Private capital from pre-GFC to post-GFC is about two trillion pre-GFC. It's grown to four, around 14, 15 trillion.”
Historical Private Capital Maintained Perfectly Matched Assets and Liabilities
“Going back to just the financial system, the private capital pro was pretty perfectly mass assets and liabilities.”
Del Buono: Startups will only IPO once private capital dries up
“If there's like a slowdown in the economy and less excitement About these companies, that's when they're going to be maybe more forced to IPO because the private capital then won't be available.”
O'Driscoll: Private Capital Fee Drag Is Significantly Inefficient vs Public Markets
“The private capital has two and 20 fee drag, and the public has almost, you know, 60 bips fee drag. So from a societal perspective, there's no doubt in my mind that assets being managed privately have a far higher aggregate costs between cost to the issuer and…”
Little: $150B Defense Investment Over Last Three Years Matches Prior Decade
“And what's been fascinating to see is like almost of the private capital is a hundred fifty billion dollars has been invested in defense over the last three years.
That's as much as the previous 10 years.”
Little: Outcome-focused executive orders will boost defense tech startups and VC returns
“We're seeing really impactful executive orders to be able to focus on outcomes, to focus on firm fixed price, to focus on use of commercial capabilities, which I think is fundamentally changing how we do business, which is going to make it more successful For …”
Little: Private Capital Will Flee Defense Tech if Anduril and Saronic Fail
“The part that worries me the most is, I want the Andrel, Ceronics, and Sail Drones, though, to do well. Because if they don't do well, private capital will recognize, like they did previously, that this isn't a good market to be in.”
AI will eventually learn to quantify units of risk for private capital
“And at some point, I think the AI is going to figure out how to quantify unit units of risk for private capital. That'll happen someday.”
O'Driscoll: Lower cost of private vs public capital is an anomaly
“It is absurd to think that one person is getting capital where you can trade it every day and the other company is getting capital where you're locked up for five years. How in God's green earth, if the companies are the same, Does the first company not have a…”
The private capital secondary market represents just 1% of total private capital
“The secondary market has gone to one hundred and thirty five billion at its biggest year in 2021, and that represents one percent of private capital.”
The private capital secondary market will reach $1 trillion by 2031
“I'm on the record for saying that the secondary market is going to get to a trillion dollars by 2031. Whenever I say that, the first reaction is, you're crazy. And I've heard that a few times, I guess, in my career. But I have a deep conviction around this pre…”
Private wealth holds $150T globally, with only 2% in private capital
“There's a 150 trillion dollars in private wealth of assets under management. Two percent of that gets allocated to private equity or private capital. That's three trillion.”
Sen. Young: CHIPS Act spurred $200B private capital before $1B federal spending
“Over two hundred billion dollars of private capital is, has been invested. And we're not even at a billion dollars even close to it of federal monies that has been released.”
Higher Interest Rates Will Spark a Shining Moment for Secondaries
“Our view is there's a lot of this private capital that's now stuck. With higher rates that really is going to create liquidity issues for a lot of investors. So this could really be a shining moment for the secondaries business.”
Wyden: Tighter private capital will force earlier IPOs and boost small caps
“The availability of private capital is going to be less readily available, so companies are going to go public earlier, which means the quality of the indices are going to improve, which means people are going to buy small caps more.”
Schenck: Government capital is more sustainable than private capital
“The capital behind government is more sustainable because the capital behind government is always going to be there. The stuff that we're providing comes with a little more of a guarantee.”