Rishi Kapoor - CEO, Investcorp

Rishi Kapoor shares his thoughts on the President's speech, noting its human touch and emphasis on America's role in global peace and economic prosperity. He expresses optimism about the U.S. economic landscape and its global impact, particularly in the Middle East and India. Rishi highlights the firm's strong track record and global presence, with a focus on private markets like private equity, real estate, and credit. He discusses the firm's medium-term investment strategies, emphasizing long-term secular trends over short-term sentiment. Key sectors of interest include business services, transportation, logistics, and technology. Rishi underscores the importance of in-person engagement for effective decision-making, despite technological advancements.