Issue No. 44Week ending Sunday, November 1, 2026698 episodes · 3081 articles
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Liz Xu

Liz Xu appears in 2 full episodes we cover on Private Equity Funcast. Below is what each conversation covered, with a key takeaway per article. Every quote in the articles is verbatim and timestamped to the source video.

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2 episodescovered
3 articleswith timestamped quotes
Private EquityPrivate Equity Funcast

They Don't Teach You This in IB Training (w/ Katie Yuan, Hg Capital)

Liz Shu speaks with Katie Yuan, private equity associate at Hg in London, about transitioning from investment banking at JPMorgan to B2B software investing. They discuss navigating vertical shifts from industrials to tech, taking agency over your early career trajectory, building confidence in investment judgment, and implementing AI acceleration strategies across portfolio companies.

  • Hg deploys dedicated in-house technical squads directly into portfolio companies, cutting software build timelines from 12 to 18 months down to 3 months. Read →
Oct 11 · 1 articles · Watch ↗
Private EquityPrivate Equity Funcast

Parker Gals: Caroline Carman, RallyDay Partners

In this episode of the Parker Gals segment, host Liz Xu speaks with former JPMorgan colleague Caroline Carman, Senior Associate at RallyDay Partners. They discuss Carman's path from leveraged finance banking to becoming RallyDay's first associate, the operational leap from associate to senior associate, practical applications and current limits of AI in private equity workflows, and why founder-led lower middle market investing breaks traditional private equity stereotypes.

  • RallyDay Partners partnered with portfolio company Nimble Gravity, a data and AI consultancy, to run an internal AI overhaul scheduled through the end of the year. Read →
  • Caroline Carman moved from debt financing at JPMorgan to become the first associate at RallyDay Partners, later stepping into the senior associate seat. Read →
Aug 30 · 2 articles · Watch ↗
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