Philipp Freise
Co-Head of European Private Equity, KKR. On 1 show, 1 appearance. The Shows tab opens the full record on each.
investorexecutivefounderLinkedIn ↗kkr.com ↗
Philipp Freise is Partner and Co-Head of European Private Equity at KKR. He previously worked at McKinsey & Company and co-founded the European startup incubator Venturepark.
1shows
1appearances
49statements
7resolved
5supported
1contradicted
71%fully supported
Everything Philipp Freise said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Freise: KKR Lost Around $500 Million in Turkey
“In Turkey, I think we lost around five hundred million. What we didn't see was rule of law was a bit of a flexible concept there.”
Freise: $0-$100M ARR AI Scaling Speeds Will Not Become the Norm
“So I'm making the bold prediction that you have just seen three of the incredible winners in the space, but they will be not the norm for whatever comes afterwards.”
Freise: AI capital intensity prevents private fund sizes from halving
“I agree, and that is why we don't see fund sizes halving, because exactly of what you said, a lot of these opportunities are so capital intensive, because you suddenly have some interesting places to deploy.”
Freise: Bitcoin and the Euro will gain share in a multi-currency reserve system
“I think Bitcoin will take a larger share as will the Euro, but it's going to be more of a mix.”
Freise: KKR isn't worried about VC firms entering private equity
“I think the industry is big. Everybody has its place. I have done venture myself to know that it's an entirely different you know, skill set, so I'm not worried about it.”
Freise: Tariffs Are Not the Solution for Western Democracies
“I think tariffs are not the answer. We need to work on the underlying issues in our Western democracies. To try to raise money through tariffs is not the right approach.”
Freise: Founders must pick long-term backers over quick-profit VCs
“As a founder, the Investors you choose are so important. So of course it makes a huge difference. You know, if you're the founder of Helsing and you choose Daniel Eck, because Daniel Eck understands what long-term business building means, you know, and you don…”
Freise: Investors Must Impose Strict Annual Capital and Concentrated Risk Limits
“To have discipline, even in those times, yes, you want to deploy when there is incredible opportunity, but you need to set yourself Limits, right? There's just limits of how much you invest in a year, how many different types of in the theme things you back, b…”
Freise: KKR deployed 30-40% of its European fund during COVID
“Many people thought at KKR in Europe we were crazy when we leaned in and invested, I think a third, if not 40% of our current fund during COVID.”
Freise: KKR's $8B fund is Europe's largest standalone investment vehicle
“So Europe for KKR is an eight billion dollar fund. It's the largest standalone investment fund in Europe.”
Freise: KKR's investment in space firm OHB will be a big winner
“My space company in Bremen, which is OHP, we just did that investment. That's going to be a big winner given everything's going on.”
Freise: Aiming merely for 2x returns in private equity is failure
“It's a common misunderstanding that my industry is sleepy, boring, and just You know, aiming for those doubles over five years. If we do that, we don't do our job, really.”
Freise: 75% of KKR European PE deals are structured as partnerships
“In the last 1015 years, Three quarters of all the investments we have made are partnerships.”
Freise: Traditional SaaS Models Will Remain Good Investments Despite AI Hype
“When you see those winners, you better invest in double down and triple down, but it doesn't mean that software, you know, SaaS models investment, that is the bread and butter of many in our industry still. Will not be good investments anymore, and you just ha…”
Freise: KKR's DNA will never extend to early-stage venture
“I don't think that the DNA of KKR and of other later stage firms. It extends to what Insight does or what growth funds do. It will never extend to venture because it's a different skill set. It's a very different skill set.”
Freise: Only 1% of $192T individual wealth is in alternatives
“I think it's one percent of the 192 trillion are invested in alternatives. If that only goes To five percent you suddenly have 10 trillion dollars.”
Freise: KKR Europe's assets under management will double or triple in 10 years
“If you ask me will KKR Europe's asset under management, ah, double and triple over the next 10 years, the answer is yes.”
Freise: The Euro is currently the only credible alternative to the US dollar
“Right now, the only credible alternative is the Euro, and we in Europe, we need to get our act together.”
Freise: Other defense leaders will emerge alongside Helsing's founder within five years
“Torsten is, is the best, but in five years time, we look back and say, of course, Torsten couldn't have done it all by himself. There will be more, there will be others.”
Freise: Europe needs a European SEC and a single pan-European stock exchange
“Yes, of course we need a European SEC. Yes, of course we need A bit more of one pan-European place where people can go public. It's extremely important.”
Freise: The European Union has severely over-regulated AI and stifled innovation
“We absolutely over-regulated that space. We need to unleash the power of that technology, technological innovation, and not stifle it by too much innovation for sure.”
Freise: Indebted governments resort to financial repression to inflate away debt
“So if you don't, if you can't really raise taxation And if you can't really reduce expenditure, the only other way to do it, to get rid of your, you know, interest income, if your interest load is to inflate away your debt, right? So you do financial repressio…”
Freise: AI productivity gains will trigger a painful disruption phase
“It's too early to tell. I totally, I, well, I think it will. However, productivity gains, which will be extremely beneficiary to the world, don't mean that the challenges I just mentioned will be solved, because there will be this disruption phase where many, …”
One line per show, most statements first. The link opens Philipp's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 20VCLEDGER | Co-Head of European Private Equity, KKR | 1 | 49 | 71% 5/7 | full record on 20VC → |