Tikehau Capital’s Post

🎬 Tikehau Capital’s Deputy CEO, Thomas Friedberger, joined Anna Edwards, Mark Cudmore and Tom Mackenzie live from London this morning on Bloomberg Markets Today to discuss the evolution of private markets in 2024 and the trajectory of inflation. Thomas emphasised that, while cyclical inflation is decreasing, there’s a structural aspect linked to factors like the shift in energy mix and deglobalisation, which markets haven't fully priced in. Despite these challenges, Tikehau Capital perceives a significant opportunity in private markets for 2024, particularly with the ongoing liquidity crisis. This potential hinges on maintaining a selective and prudent approach and the importance of local sourcing and strong investment teams. #markets #privatemarkets #assetmanagement

Real Deals asked several LPs about their views on the private equity market. Dominic Abt, Investment Professional at LGT Capital Partners, explains how we select managers for our primary private equity strategies and what has changed in the current market environment. Dominic believes that the fundraising market has not differentiated enough between more and less attractive propositions in recent years. Now that we are seeing more of this bifurcation, GPs are being forced to focus on their models, their sophistication, their differentiation and the value they add to LPs’ portfolios. LGT Capital Partners has a long history of backing first-time funds or emerging managers, some of which are now the largest private equity funds, and we continue to have relationships with these firms.   Read more here (you can register for free to read the article): https://lnkd.in/gqMqJQK3   #lgtcapitalpartners #lgtcp #privatemarkets #privateequity #primaries

How can we build a resilient and inclusive financial ecosystem that benefits everyone? By participating in ecosystem events where we can offer insights into how and why Asian family offices are moving within the impact investing space, we aim to foster a collaborative environment to further sustainable finance in Asia. --- At this particular event in June 2024 with Barclays Private Bank, our very own Katy Yung had the honor of speaking alongside industry leaders on the role of Family Office and Family Businesses on Investing in Innovation: -Jo Huang, CFA, Head of Private Equity, Raffles Family Office -Max Zeller, Founding Partner, Carbon Removal Partners -Damian Payiatakis, Head of Impact Investing, Barclays Private Bank --- At SFI, we believe in the power of strategic partnerships to unlock sustainable growth and value creation. 🔗 Let's connect and explore opportunities to make a lasting impact together. Reach out to us if you're passionate about sustainable finance and looking to collaborate on transformative projects. #ImpactInvesting #SustainableFinance #SFISummit #FinanceForGood #CollaborateForImpact

LGT Capital Partners completed $2.6 billion in PE secondary volume in H1’24. North America accounted for 53% of the firm's total secondary private equity investment volume, Europe for 29% and Asia-Pacific for 17% in the first half of 2024. André Aubert #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #Deals https://lnkd.in/eD4nz6AS

Important Event Update! Introducing one of the most awaited sessions 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗗𝗶𝘀𝘁𝗿𝗲𝘀𝘀𝗲𝗱 𝗮𝗻𝗱 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲𝘀: 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 for the DDC Global Investor Summit 2024. 📌 Stamford Bridge, London | March 5, 2024 🏟 Event details: https://lnkd.in/dBwzE4_3 🔵 What role do distressed assets and alternative investments play in optimizing a diversified portfolio, and what are the associated risks? 🔵 Why should investors look at distressed opportunities? 🔵 Discussion about early venture investing, proptech, fintech, etc.  🔵 Considerations for private equity as an illiquid asset Moderated by Dr. Martina Garcia, Non-Executive Director at HAITONG Akis Bis, Global Investment Director & Managing Director at Intrum Investments Ira J. Perlmuter, Chief Investment Officer at IJP Family Partners Colin Diss, Partner at Grant Thornton UK LLP Kostas Halatsis, Managing Director at Redwood Asset Management Register HERE to join the Summit 👉 https://lnkd.in/d29cwJAf #DDCSummits #DDCInvestorSummit #DistressedInvesting #SecondaryMarket #LP #NPL #REO #RealEstate #CoInvesting #Europe #StamfordBridge #ChelseaStadium #Alternatives

Good insights as well on the Private Credit markets and on the concentration of liquidity !

Nathalie Krieger, Pictet’s Private Equity Co-Head of Europe and Head of Asia, recently took to the stage at the Private Equity Conference in Berlin, participating in a panel that addressed the question: “Is Value Creation the Holy Grail?”. During her panel, she reinforced Pictet’s belief that the key to success in private equity is selecting and accessing best-in-class managers who can create value at portfolio companies.   Learn more about the keys to success for allocators to private equity: https://lnkd.in/duxnUbcG #Pictet #PrivateEquity #ValueCreation

Exciting times ahead

🚀 Top 50 Private Equity Firms by Capital Raised (2018-2023) 🚀 An insightful infographic from Private Equity International, showcasing the top 50 private equity firms based on the capital they’ve raised over the past five years. Notably, Blackstone and KKR lead the pack, with Blackstone raising an impressive $125.6 billion and KKR $103.7 billion. Key Highlights: • 🏆 Blackstone: $125.6B • 🥈 KKR: $103.7B • 🌎 36 of the top 50 firms are based in the U.S., raising a combined $1.41T. • 📈 Despite market challenges, the total capital raised by these firms underscores the resilience and dynamism of the private equity sector. Explore the full list and dive into more details here: Private Equity International Rankings #PrivateEquity #Finance #Investment #PEI #Blackstone #KKR #CapitalRaising

🔓 🏢 Unlocking Real Estate Opportunities in a Changed World   Falling values and disruption across the debt sector has hampered the normal free flow of global #realestate investment. However, as previous cycles have shown, this can be precisely the time that offers most opportunity for investors.   Tikehau Capital has a unique specialism that combines extensive market coverage, real estate expertise and a strong track record of facilitating equity and #debt investment. In our latest ‘In Conversation With’, we asked Frederic Jariel, co-head of the real estate department and Edoardo Crotta, portfolio manager of a newly launched real estate #credit solution to give their views on how investors can engage with the sector to their advantage. 💡 Read the full paper https://lnkd.in/ezAYaQcU Thomas Quenouille Simon Geldreich, CFA Marie Sardari Pierre Vaquier Maxime Laurent-Bellue