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Home > Capital Allocators > Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
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Episode:

Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
Category: Business
Duration: 01:12:11
Publish Date: 2023-04-17 08:00:00
Description: Mario Giannini and John Toomey lead two of the largest private equity fund investors in the world. Mario is the CEO of Hamilton Lane, which manages over $100 billion and supervises another $700 billion in non-discretionary assets, and John is half of the Executive Management Committee of HarbourVest, which also manages in excess of $100 billion in the space. Both are past guests on the show, and we’ve replayed those conversations on the feed. Mario and John joined me to canvass private equity markets. Our conversation covers the health and valuation of underlying portfolio companies, new deals, secondary markets, dry powder, fund raising, portfolio construction, winners and losers, new sources of capital, private credit, co-investments, ESG, China, and geopolitical risks. Show Notes: 03:24    Views on current environment 05:04    Bull case for private equity 06:21    Valuation trends 09:14    Financing markets 12:51    Exits for portfolio companies 15:53    Pace of new deals 18:55    Secondary market activity 22:24    Dry powder 25:49    Fundraising cycles 28:53    Capital allocation decisions 30:29    Portfolio construction 38:35    Winners and losers 43:22    New sources of capital 49:30    Private credit 52:53    Distressed investing and default cycles 55:58    Co-investment activity 57:47    ESG 1:01:40 China 1:08:53 Closing Questions Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 
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