IS SLOWER GROWTH ON THE HORIZON FOR PRIVATE EQUITY FIRMS?

The discussion revolves around private markets and investment strategies, with a focus on technology and infrastructure. Panelists emphasize the importance of investing in non-core subsidiaries of larger financial institutions, enhancing or replacing management teams to improve performance. Marco Brockhaus highlights a strategy centered on highly profitable B2B technology leaders, focusing on non-crowded, lower valuation markets. Torbjörn Caesar discusses the significance of infrastructure investments to support AI growth. The conversation also touches on the need for sustainable infrastructure, particularly in regions outside the U.S. and Europe, where most of the world's population resides. Jeremy Coller shares insights on the secondary market, noting its growing importance and the trend of GP-led transactions. The panelists agree on the necessity of building new infrastructure, driven by green energy, to meet future demands. The role of fintech in disrupting financial services is also explored, with a focus on its potential impact. Overall, the discussion underscores the dynamic nature of private markets and the opportunities they present.