European banks

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Sep 18, 2017 by Scott Malpass · across every show →

Everything said about European banks, oldest first

Sep 18, 2017 bullish
Opinion
European middle market private equity is attractive due to struggling local banks
“In private equity, we've always done more of that middle market and lower middle market. And in Europe, that's a very attractive space right now, because the banks are struggling so much.”
Scott Malpass Sep 18, 2017 ▶ 32:50 Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Oct 12, 2020 neutral
Opinion
Chabran: European infra debt makes little sense versus US mid-market infra equity
“An infrastructure debt product, at least in Europe, which is very competitive with the European banks, does not really make sense. But, you know, expanding into the equity infrastructure in the U.S., in the mid-market, then it makes, you know, potentially a lo…”
Mathieu Chabran Oct 12, 2020 ▶ 29:01 Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
Jul 24, 2023 neutral
Prediction Not checkable as stated
Domestic Nationalism Will Keep European Banks Active in Corporate Lending
“The banks won't quite exit the market completely. Because, you know, there's still some French banks, and they're nationalistic about lending in France, and there are German banks that want to lend in Germany, and Swedish banks that want to lend in Sweden, so …”
Kipp deVeer Jul 24, 2023 ▶ 57:36 Kipp deVeer – The World of Private Credit at Ares (EP.329)
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