Interview With Elroy Gust, CEO, Newlook Capital
Elroy Gust, CEO of Newlook Capital, joined me for a wide-ranging conversation about the origins of Newlook, how the firm operates, and what led a private equity company to launch a strategy focused on dentistry. This is part 1 of the interview.
PwC 2030 Forecast: It Pays To Be In Private Markets
PricewaterhouseCoopers is forecasting for private markets to account for over half of all revenues in investment management by 2030. This brings up two questions: how and why?
BTE Newsletter #6: The Sean O'Hara Interview (and Podcast Launch!)
Hello everyone, and great news!
The podcast is officially live. I had originally planned to launch it in 2026, after
Interview With Sean O'Hara, Chief Investment Officer, Obsiido
Sean O’Hara, Chief Investment Officer at Obsiido, joined me to discuss the firm’s origins, its mission, and his approach to fund selection. We also explored the current state of Canada’s private markets and the meaning behind the name “Obsiido.” This is part 1 of the interview.
In (Mostly) Defence of Blue Owl
Blue Owl sparked a mini firestorm when it announced, then quickly scrapped, a merger of its private credit funds. Is this genuinely a sign of stress in private credit, as some argue, or just the latest example of the media fixating on the drama in the stands instead of the fundamentals on the field?
BTE Newsletter #5: The Tom Johnston Interview (and formatting changes!)
I have two updates: one exciting, and one unexciting.
First, the unexciting update: I’ve made some small formatting changes
Interview With Tom Johnston, Canadian Head, iCapital
Tom Johnston, who leads iCapital in Canada, joined me for a 30-minute discussion on the firm’s role as private markets become more accessible to individual investors. This is part one of our conversation.
KKR's Quest to Change the Face of Private Equity
Can a company once infamous for corporate greed and worker hardship become the firm redefining the industry’s reputation for good?
BTE Newsletter #4: Are We Going to See a Bunch of Zombies in Private Markets?
This week included a couple of great in-person events where I got to present on private markets. One was with
Are We Going To See a Bunch of Zombies In Private Markets?
The CEO of Private Equity giant EQT is predicting a wave of zombie firms. But what exactly does he mean?
