Capital Decanted

• Season 3 | Episode 2: Growing Up: How Growth Equity Is Defining Its Place in Private Markets

  Growth equity has evolved from the “middle child” between venture and buyout into a distinct and increasingly institutionalized part of the private markets ecosystem. Its role in capital formation, the characteristics of the companies it targets, and the ways value is created have sharpened its identity in a post-COVID market. In this episode, we are joined by Steve McCourt of Meketa and Suzanne Gauron of General Atlantic as they unpack the modern growth equity playbook, how managers compete and differentiate themselves today, and why the strategy’s repositioning matters for investors.Guests:Suzanne Gauron, Managing Director of Capital Solutions, General AtlanticStephen P. McCourt, CFA, Managing Principal and  Co-CEO, Meketa Investment GroupEpisode Sources

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• S3 | Episode 1: The Space Economy: Are We Entering a New Space Race?

  Space exploration has historically been viewed as a lofty and prideful goal of governments and the old space economy has been led by legacy private sector telecom companies. But what happens when innovation and competition heats up, launch costs are dramatically pushed down, and geopolitical tensions arise amongst nations? Are we in a new space race? What will the outcome be? Join us and guests Luke Ward of Baillie Gifford and Emma Norchet of T. Rowe Price as we explore what the future space economy might entail.Guests:Luke Ward, Investment Manager, Baillie Gifford Emma Norchet, Lead Private Technology Investor, T. Rowe PriceEpisode Sources

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• Season 3 Teaser of Capital Decanted

  Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence.Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping capital allocation.

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• #1 S2 Decanter's (Half) Dozen: The Great Convergence

  Today’s asset management business has quickly transformed into a race to build out a stable of thoroughbreds--investment strategies across a spectrum of conventional public equity and debt as well as offerings across the continuum of private capital--equity, credit, secondaries, real estate, infrastructure etc. What makes recent history particularly unique are the crossover deals from traditional managers with alternative managers.  For several decades, traditional long only mutual fund shops and institutional firms stayed in their lane and idiosyncratic, complex private capital partnerships lived in a different world---there was a peaceful co-existence and mutual exclusivity. Those distinctions and parallel worlds have evaporated.  We explore why with two of the most revered leaders in the industry and compare and contrast their different approaches to meeting this challenge.Introduction: (2:09)Halftime: (48:25)Guests: (54:36)Guests:Jean Hynes, CEO, Wellington ManagementJenny Johnson, CEO, Franklin Templeton

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• #2 S2 Decanter's (Half) Dozen: Private Capital for Wealth Clients

  How does a legacy private capital partnership who has thrived solely in the institutional draw down LP ecosystem, assemble the apparatus to begin distributing those strategies to the individual investor? When client acquisition and conversations, investor sophistication, product design, culture, operational support etc. are all fundamentally different...where do they start in this overhaul? What challenges and pitfalls have they experienced along the way? What battle scars and advice can they share with others that are considering the same or in the early stages themselves. Join us as we draw a blueprint in a very applied and practical manner.Introduction: (2:05)Halftime: (55:18)Guests: (1:00:56)Guests:Shane Clifford, Managing Director–Partner and Head of Global Wealth, CarlyleDoug Krupa, Managing Director, Global Client Solutions, KKR

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