👏 A Huge Thank You to our friends at AIC Capital, LLC! We truly appreciate the fantastic luncheon you hosted in Dallas last week! It was such a pleasure to connect with everyone and catch up. Thanks again! #AICCapital #capstonecrew
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Challenge: It’s the so-called “golden age” of private credit (fundraising) in the US/Europe…but (with investing) selectivity in credit selection is more critical today than ever before with (1) over-levered corporate balance sheets (almost 60% deals north of 5x, lots of maturities coming the next 2 years), (2) over-levered banks (commercial real estate eating up reg capital/ratios) and (3) over-levered US government with national debt >$34Tn & crossing 100% Debt-to-GDP… Considerations: (A) being high selectivity when building concentration (no one says they aren’t !!) and (B) diversification with a priority for cash flow (1) via geographic diversification like in Latin America, giving higher yield/spread in USD at 1.5-2x lower leverage with larger (generally more resilient) corporates (Juan Luis Rivera) (2) diversification via pooling of cash flows e.g. securitization for greater overall resiliency…including CFOs & structured solutions… Great to be discussing it all with intelligent, thoughtful GPs & LPs and market players from PIMCO to AlpInvest to Evercore to Thrivent and also seeing old friends! Chris Freeze, Freddie H. Lou, Andie Goh, Pramit Sheth !!
The CFO sponsor perspective hits the stage, an all-star panel led by Steve Kolyer of Sidley Austin LLP, who is joined by Darren Thomas of PIMCO, Michael Celso Gonzalez of Cadwalader, Wickersham & Taft LLP, Jen (Wassman) Wilson of Thrivent, Michael Hacker of AlpInvest Partners, Ahmet Yetis of Evercore, and Nithin Johnson of Patria Investments. DealCatalyst #fundfinance
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Really enjoyed today’s panel discussion on Collateralized Fund Obligations - securitization of Private Equity portfolios. Exciting to explore new applications providing liquidity for current PE investors and improving access to the asset class especially for the insurance community. #PrivateEquity #FundFinance #PortfolioFinance #Secondaries
The CFO sponsor perspective hits the stage, an all-star panel led by Steve Kolyer of Sidley Austin LLP, who is joined by Darren Thomas of PIMCO, Michael Celso Gonzalez of Cadwalader, Wickersham & Taft LLP, Jen (Wassman) Wilson of Thrivent, Michael Hacker of AlpInvest Partners, Ahmet Yetis of Evercore, and Nithin Johnson of Patria Investments. DealCatalyst #fundfinance
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Three deals under contract and four deals listed. Bringing value to our clients is what is propelling me forward. Thank you Panther Capital Group for giving me all the ingredients to be successful! We are the leaders of off market deals! I currently have a few deals in my pipeline to share. Message me! #offmarketdeals #iosproperties #industrialrealestate #commercialbroker #investmentopportunties #1031exchangedeals
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Matt Gilbert of Thoma Bravo and Bill Cooling of TSG Consumer Partners joined Golub Capital’s Matthew Fulk and Mindy Naylor at our 2024 Investor Conference to discuss their firms' key differentiators, their respective experiences partnering with Golub Capital on transactions and how their firms continue to evolve in an increasingly competitive deal environment. #privateequity #privatecredit #investors
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Matt Gilbert of Thoma Bravo and Bill Cooling of TSG Consumer Partners joined Golub Capital’s Matthew Fulk and Mindy Naylor at our 2024 Investor Conference to discuss their firms' key differentiators, their respective experiences partnering with Golub Capital on transactions and how their firms continue to evolve in an increasingly competitive deal environment. #privateequity #privatecredit #investors
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Matt Gilbert of Thoma Bravo and Bill Cooling of TSG Consumer Partners joined Golub Capital’s Matthew Fulk and Mindy Naylor at our 2024 Investor Conference to discuss their firms' key differentiators, their respective experiences partnering with Golub Capital on transactions and how their firms continue to evolve in an increasingly competitive deal environment. #privateequity #privatecredit #investors
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Matt Gilbert of Thoma Bravo and Bill Cooling of TSG Consumer Partners joined Golub Capital’s Matthew Fulk and Mindy Naylor at our 2024 Investor Conference to discuss their firms' key differentiators, their respective experiences partnering with Golub Capital on transactions and how their firms continue to evolve in an increasingly competitive deal environment. #privateequity #privatecredit #investors
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Matt Gilbert of Thoma Bravo and Bill Cooling of TSG Consumer Partners joined Golub Capital’s Matthew Fulk and Mindy Naylor at our 2024 Investor Conference to discuss their firms' key differentiators, their respective experiences partnering with Golub Capital on transactions and how their firms continue to evolve in an increasingly competitive deal environment. #privateequity #privatecredit #investors
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Matt Gilbert of Thoma Bravo and Bill Cooling of TSG Consumer Partners joined Golub Capital’s Matthew Fulk and Mindy Naylor at our 2024 Investor Conference to discuss their firms' key differentiators, their respective experiences partnering with Golub Capital on transactions and how their firms continue to evolve in an increasingly competitive deal environment. #privateequity #privatecredit #investors
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