Related Posts
More Posts
Tuesday Wordle 318 5/6
⬛⬛🟨🟩⬛
⬛🟩🟩🟩⬛
⬛🟩🟩🟩🟩
⬛🟩🟩🟩🟩
🟩🟩🟩🟩🟩
Additional Posts in Private Equity and the Buy Side
What is the interview process like at TH Lee?
Thought on Partners Group Salary, WLB & Culture?
Tuesday Wordle 318 5/6
⬛⬛🟨🟩⬛
⬛🟩🟩🟩⬛
⬛🟩🟩🟩🟩
⬛🟩🟩🟩🟩
🟩🟩🟩🟩🟩
What is the interview process like at TH Lee?
Thought on Partners Group Salary, WLB & Culture?
Coach
Market crashes are incredible times to make good investments for the firms with the fortitude, creativity and courage to deploy capital in good opportunities. Lots of people will become very rich in the next 5-10 years.
Sad but true. Everyone appears to be sitting around, waiting for the other guy to capitulate.
Subject Expert
The firms that have raised and not yet deployed large funds are going to have outrageous performance if they pick winners. The ones that have already deployed a decent chunk are going to feel some pain, unfortunately
Significant return compression for starters, which leads to contraction in liquidity, and so forth
There is a huge hole for private capital to fill right now that capital markets are broken and, as others have stated, people will make their careers over the next few years.
Mentor
There will be winners and losers.
Some of the funds that have been riding the wave of cash flowing into PE while performing bottom third will get washed out as they won’t be able to raise new funds.
Subject Expert
Not even bottom third. I would be provocative that anyone not top quartile will have issues.
There is tremendous scale in PE, so it’s very easy for LPs to switch funds if they want.