Private EquityFund Shack
Adam Turtle, co-founder of Rede Partners, joins host Ross Butler to break down the realities of the prolonged private equity fundraising slowdown. Rather than a pure liquidity crisis or denominator effect, Turtle explai…
- Institutional LPs are not pinned against hard allocation caps; Adam Turtle of Rede Partners reports that most investors sit squarely in the middle of their target bands. Read →
- Only one European buyout firm, EQT, ranks among the global top 10 mega-managers, leading critics to claim European private equity lacks ambition compared to American giants. Read →
- Host Ross Butler points to five consecutive down years in global private capital fundraising, but Rede Partners co-founder Adam Turtle rejects the popular excuse that LPs lack cas… Read →
Private EquityFund Shack
Former APG private equity head John Renkema joins Ross Butler to dissect institutional portfolio construction, manager selection, and LP-GP dynamics. Renkema argues that market efficiency makes picking outperforming lar…
- Former APG private equity head John Renkema argues continuation vehicles create severe governance conflicts that general partners fail to manage properly. Read →
- Building a mature institutional private equity program takes five to seven years of steady capital deployment across market cycles. Read →
- John Renkema, former private equity head at Dutch pension giant APG, rejects the conventional label of institutional LPs and fund GPs as equal "partners." Read →
Private EquityFund Shack
Ross Butler sits down with Ethics Insight founder Rupert Evill to explore why standard ESG compliance and due diligence checklists fail private equity investors. Evill outlines how integrity risk, corporate culture, for…
- The UK Bribery Act averages roughly 0.7 prosecutions per year, yet corporate risk budgets remain fixated on bribery rather than widespread internal theft. Read →
- Portfolio companies face conflicting LP requirements: one circular economy firm reported spending half its management bandwidth filling out disparate ESG spreadsheets and online p… Read →
- Standard private equity due diligence focuses backward on historical liabilities, ignoring the operational friction created by new capital. Read →
Private EquityFund Shack
Ross Butler and Tim Chamberlain discuss the unique opportunities and challenges of private capital investment in Brazil. They explore why private markets might be particularly suited to volatile economies, highlight spe…
- Brazil's agricultural footprint for staples like soy is 50% larger than the US, with 120 million hectares planted, signaling a massive, often overlooked, production base. Read →
- Traditional buy-and-build PE models in Brazil often stumble on currency volatility, with Tim Chamberlain pointing to a 2015-2020 period where the Reais moved from 2 to 5 against t… Read →
- Private capital's foundational structure – built on partnerships, negotiated governance, and control – theoretically makes it less reliant on the developed institutional infrastru… Read →
Private EquityFund Shack
This episode delves into Bain & Company's 2026 Private Equity report, revealing that firms now need 12% EBITDA growth to match past returns, a phenomenon dubbed "12 is the new five." The discussion explores how value is…
- Private equity firms, including those partnering with OpenAI and Anthropic, are moving beyond AI proof-of-concepts, integrating tools for investment and value creation efficiency. Read →