New York Life Investments’ Post

Our annual report on the state of the European PE industry is out!

We are pleased to publish our 2024 Pan-European Private Equity market sentiment report, in collaboration with Invest Europe. The fifth annual edition gives a forward-looking view of expectations and priorities for the Private Equity industry and is based on interactions with more than 250 managers and investors. The takeaway from this year’s survey should be one of green shoots. After two challenging years, capping a rollercoaster period from the onset of the pandemic, PE and VC firms and their investors are looking at 2025 with increasing optimism, ready to move forward and capture new opportunities. You can read the full report here: https://lnkd.in/gqqjY3aW #privateequity #investors #venturecapital

The coming 12 months point to a recovery in activity for the private equity industry, and the longer-term trajectory for the industry remains strongly positive.

Save the date and join 600+ attendees including 300+ of the most active institutional investors at #PEREAsiaSummit on 24-26 February 2025. Gain insight into the latest market trends and hear from industry leaders on how to navigate the evolving landscape, build a resilient portfolio, and exceed investor expectations. Download the agenda to find out more: https://okt.to/1zh0Lr #PERENetwork #PEREAsia #PERE #Investment #RealEstate

Small and middle segments, across geographies and strategies, still represent the vast majority of opportunities in private equity. Especially in SE Asia’s private capital industry, small- and mid-cap deals have constituted a lion’s share. SE Asia’s mid-market segment has garnered the interest of asset allocators at a time when capital flow in China is slowly starting to dry up. Despite their attractiveness, mid-sized funds and asset allocators do have to face the challenge of operating in a diverse and fragmented market. How will the dynamics of the mid-market segment play out in 2025 and beyond? -Luyi Zheng, Managing Director, ShawKwei & Partners -Danny Koh, Founder & CEO, Tower Capital Asia -Joshua Morris, Founding Partner & CEO, Emerging Markets Investment Advisers -Colin Dunne, Partner, Navis Capital Partners -Kavitha N., Senior Reporter, DealStreetAsia (Moderator)

Jeremy Knox, Senior Investment Director Private Equity, North America, Vahit Alili, Senior Investment Director Private Equity, Europe, and David Bajada, Investment Director Private Equity, Asia, spoke to Private Equity International for a keynote interview in their Co-investing Report. Using their regional expertise, they provide a global perspective of the compelling co-investment opportunities in the lower mid-market, how they see the co-investment opportunity evolving as the economic environment improves, and the advantages co-investment can bring to an LP portfolio. Read the full interview below: https://lnkd.in/eDN_nNZN Professional investors only. Capital at risk. #PrivateEquity #CoInvesting #PrivateMarkets #PEI

Jeremy Knox, Senior Investment Director Private Equity, North America, Vahit Alili, Senior Investment Director Private Equity, Europe, and David Bajada, Investment Director Private Equity, Asia, spoke to Private Equity International for a keynote interview in their Co-investing Report. Using their regional expertise, they provide a global perspective of the compelling co-investment opportunities in the lower mid-market, how they see the co-investment opportunity evolving as the economic environment improves, and the advantages co-investment can bring to an LP portfolio. Read the full interview below: https://lnkd.in/eDN_nNZN Professional investors only. Capital at risk. #PrivateEquity #CoInvesting #PrivateMarkets #PEI

We've just wrapped up our expert Fireside Chat, featuring industry leaders: -Mario Unali, Head of Investment Advisory at Kairos Partners SGR -Matteo Meloni, Head of Equity Strategies at Investcorp-Tages Key insights shared: Mario emphasized the importance of risk-taking in fund management, noting that fund managers need to adopt a risk-taker mentality to succeed and be considered for selection. He also highlighted how Trump's trade policies may mean a come back for a strong economy. Matteo focused on consistency and transparency as essential qualities when selecting managers. He stressed the need for honest risk-takers, as well as the growing importance of energy transition and geopolitical factors—especially with AI playing a role in shaping investment strategies in 2025. Discover how to get involved in future events here: https://bit.ly/4e6R1He #FundManagement #InvestmentStrategies #AIinInvesting #AssetManagement #FundSelection #TransparencyInInvesting #MilanFundForum #EconomicTrends #InvestmentOpportunities #InvestmentInsights

🌍 Keynote Panel: Global Private Equity Investing 🌍 As global attention shifts to inflation, geopolitical conflicts, and the possibility of a recession, the landscape of private markets is evolving. At today's panel discussion, we explored how private equity is responding across different regions and how top fund managers are taking proactive measures in this new climate. We delved into the emerging opportunities in diverse markets and discussed strategies to better prepare for future global challenges. Moderator: Siew Kam BOON, Partner, Dechert LLP Panelists: Pete Vo, Senior Managing Director, CVC Capital Partners Jean-Baptiste Feat Co-Chief Investment Officer & Co-Head of Asia, Tikehau Capital Anjana Sasidharan, Partner, L Catterton Shantanu Mukerji, Managing Director, Private Equity, Gulf Capital For the latest updates, stay connected with us on LinkedIn at Markets Group and subscribe to our newsletter at www.marketsgroup.org/news. 💼 #PrivateEquity #GlobalInvesting #marketsgroup #Geopolitics #InvestmentStrategies #FutureOpportunities #PEAsiaForum #Finance #EconomicTrends #marketsgroupPE