Private Equity and Private Debt: Two Sides of the Same Coin
Private equity (PE) and private debt (PD) are often viewed as distinct…
Distress Investing: Crime Scene Investigation
In the underbelly of private markets lies the main culprit behind corporate…
State Capitalism in Private Markets: Mission Creep
Governments worldwide have a long and storied history of directing capital flows…
Venture Capital: Lessons from the Dot-Com Days
The NASDAQ 100 index hit rock bottom during intra-day trading on 10…
Private Equity: Five Lessons from the Global Financial Crisis
Up until the 2008 credit crunch, the conventional recipe for success in…
Private Capital: Lessons from the Conglomerate Era
Global private capital firms are charting a well-traveled course. With their sprawling…
Debunking the Myth of Perfect Competition
“Every individual . . . intends only his own gain; and he…
Public Debt: Four Ways to Deleverage
“There are these people who think we don’t have to take all…
Distress Investing: A Tale of Two Case Studies
With recession forecasted in many economies this year or next, distressed situations…
Debunking the Myth of Market Efficiency
Sixty years after it was first formulated, the core tenet of the…