private equity markets

also referred to as: private equity market

4 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Jul 25, 2022 by Josh Friedman · across every show →

Everything said about private equity markets, oldest first

Jul 25, 2022 positive
Assertion Supported
Friedman: Drexel's 1980s high-yield market fueled massive private equity expansion
“The first three years that I was there, from 1984 to 1987, were a period of exponential growth, exponential creativity. Explosion in the size of the market that we were creating and the characteristics of it, and explosion in the private equity market because …”
Josh Friedman Jul 25, 2022 ▶ 13:00 Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
Apr 8, 2024 bearish
Prediction Not checkable as stated
Dawn doubts private credit secondaries will match private equity secondary size
“So will it be as big as a private equity market? I doubt it”
Nigel Dawn Apr 8, 2024 ▶ 29:02 Nigel Dawn - Secondaries in Private Markets (EP.378)
May 2, 2024 bullish
Assertion Supported
Abell: Small market buyout is historically PE's highest returning segment
“And frankly, historically, it is the most attractive part of the private equity markets from a returns perspective.”
Alex Abell May 2, 2024 ▶ 13:26 Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Jun 17, 2024 positive
Insight
Successful financial market innovation requires evolutions rather than revolutions
“The interesting thing about these markets is that you need to be half a step ahead of the market, but you can't be a full step ahead of the market. It's really interesting. Markets need evolutions, not revolutions. So one of the things that I learned while I w…”
Yann Robard Jun 17, 2024 ▶ 16:28 Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
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