private equity investors

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Apr 27, 2023 by Aaron Sack · across every show →

Everything said about private equity investors, oldest first

Apr 27, 2023 bearish
Opinion
Sack: Private Equity Faces Seminal, Difficult Period for Returns
“Could be right now because I really do think that this is a seminal moment for private equity investors and thinking very hard about ways we're going to continue to deliver value commensurate with the past. So I think this is a difficult period. I really do.”
Aaron Sack Apr 27, 2023 ▶ 36:09 Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
Nov 3, 2025 negative
Opinion
Credit investors never know companies as well as private equity investors
“What I learned back then, and it remains true to this day, no matter what anyone else may say to the contrary, credit investors do not know companies as well as private equity investors, and no one will ever convince me otherwise.”
Jeff Aronson Nov 3, 2025 ▶ 17:03 Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468)
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