John Toomey
14 statements across 2 episodes · 7 bullish · 2 bearish · 1 people on the record · first statement Jun 21, 2021 by John Toomey · across every show →
On the record as a speaker too: John Toomey's record, appearances and statements → this page counts the times other people say the name.
Everything said about John Toomey, oldest first
Jun 21, 2021
Toomey: Careers follow a J-curve where mid-career contribution outpaces returns
“Oftentimes, there is a J-curve to it. And you get to a point in the middle of your career where you say, wait a minute, I'm contributing a lot. But I'm not actually receiving a lot in return, right? I mean, that's a common, you know, people get impatient, and …”
Jun 21, 2021 neutral
LPs demand co-investments to blend down overall private equity management fees
“The other reason the co-investment markets exist today is general partners know and limited partners demand that, hey, look, this is just part of our relationship, and I'm going to invest X into your fund, and I'm going to pay one and a half and 20, and on the…”
Jun 21, 2021 positive
Jun 21, 2021 neutral
Jun 21, 2021 positive
Jun 21, 2021 bullish
Toomey: Private equity is the only asset class driving excess pension returns
“And if anything, it's the only place over the last decade where That has contributed the excess return when they're trying to meet their eight percent or seven and a half or seven percent total asset return. They're not getting returns in a lot of places, and …”
Jun 21, 2021 negative
Pitching an investment as 'good risk-reward' is a euphemism for below-bar returns
“It is shrouded in what I described as this is a great risk-reward opportunity, because you, of course, have to evaluate the risk as well. But when I hear that, I actually believe that's a euphemism for this is a below the bar return.”
Jun 21, 2021 positive
Toomey: International PE markets develop faster and differently than the US
“I think it would be a misconception to think that a market outside of the U.S. Is just X years behind the U.S. Or Y years. I mean, these are developing in their own ways. They're developing in a much faster pace than the U.S. Private equity markets have.”
Apr 17, 2023 positive
Toomey: Venture and Asia require more diversification than North American buyout
“You probably should have more diversification in venture in Asia than you do in the North American buyout market because the dispersion of returns that our QIS team has shown over the 40 years of data that we have says you do want to grab some of that right ha…”
Apr 17, 2023 neutral
Toomey: Market Faces Systemic Stress Rather Than Imminent Crisis
“I would describe it as I see a lot of stress in the system. I wouldn't say that we see crisis looming on the horizon, but rising interest rates, particularly at the rate that it occurred, some of the areas where you're starting to see pop up, like in the banki…”
Apr 17, 2023 neutral
Apr 17, 2023 bullish
Toomey: Private equity co-investment deal flow is rising despite overall deal declines
“We've seen already an uptick in the deal flow on the co-investment side. So although overall private equity deals are down, managers, because they're either overcapitalizing from the equity standpoint, or they're reserving more than they once did, or they now …”
Apr 17, 2023 negative
Toomey: Market Fixation on Banking Stress Is Stalling Capital Deployment
“So for me, like the biggest sea change has been the rubbernecking, which has kind of gummed up the investable opportunities or the capital that would otherwise flow to what I think of as a pretty expansive universe of opportunities.”