Oakley Capital Investments’ Post

“Are private equity and public equity fundamentally different? Well, no. They're different in terms of the liquidity you can get easily, but they're both claims on the upside of a company.” Jacob M., our co-founder, sat down with Stacy Havener, host of the Billion Dollar Backstory Podcast, to talk about how Opto is simplifying the private markets investment process. Listen to the full conversation: https://lnkd.in/ed73dD69 #privatemarkets #wealthmanagement

Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures, discusses how he evaluates the inflection points he needs to see in portcos in order to consider follow-on investments. Listen to the full episode of the Private Equity Value Creation Podcast to hear more of Mark’s expertise: https://bit.ly/4e71NN9

Public Equity Adjacent To Private Equity: Podcast Summary Due Diligence in public markets has developed tremendously. However, the most accurate insights into the industry and the business's core performance are obtained on the private side. To capitalize on this, Rob Small and Anil Seetharam founded the Stockbridge team at Berkshire Partners, where public equity meets private equity. In this podcast, they discussed: 1) The Collaboration Model 2) Investment Criteria 3) Portfolio Management 4) Mistakes and Lessons Learned A post with my takeaways —>

“You've got to put the plumbing and the electric in before you put the drywall in,” explains Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures, when it comes to building foundational elements before revenue generation can truly begin. Listen to the full episode of the Private Equity Value Creation Podcast to hear more about Mark’s approach to value creation in portfolio companies: https://bit.ly/4e71NN9

Kimberly Ann Flynn, CFA joined Roger Becker on the Street Smart Success podcast to discuss the growth of alternative investments. In the episode, Kim outlines the different types of alternative assets available to investors and how alternative asset managers are bringing these strategies to market. To listen to the full conversation, click the link below. https://lnkd.in/e3HQH662 #AlternativeInvestments #PrivateCredit #Intervalfunds #Closedendfunds 

🎙️ A must watch episode that gets under the hood of private equity secondaries. Etienne Deshormes of Elm Capital Associates Ltd gives a fluent, expert and technical insight into the basis, rationale and evolution in the market for existing private equity commitments. #privateequity #secondaries #podcast https://lnkd.in/esPVrNe4

CEO Etienne Deshormes recently spoke with Ross Butler on the Fund Shack podcast to discuss the Secondary Market in Private Equity, click the link below to watch the episode in full. #secondaries #privateequity #podcast

Rebecca Kaden of Union Square Ventures shares their strategy: "In a market full of trends, we know winners often aren’t the first movers. We take a thoughtful, bottom-up approach, focusing on developing sharp theses and letting some opportunities pass by. It's all about quality over quantity." 💡 #Investing #Strategy #VentureCapital Listen to the full podcast here: https://lnkd.in/dyavZuAR

🔎 The BluWave Value Creation Index looks at the percentage breakdown of due diligence versus value creation projects BluWave, LP receives every quarter. 💥 In Q1 '24, value creation reached an all-time high of 80% of project volume. We unpack this trend and more in our quarterly insights podcast episode hosted by BluWave Founder & CEO Sean Mooney. Tune in to learn more about what the private equity industry did last quarter. #privateequity #Q1 #duediligence #valuecreation

Portfolio Manager Mark Schmehl says part of the success of his funds is his willingness to trade and sell stocks. Want to learn more about Mark’s investing style? Advisors can watch the replay here: https://ow.ly/qaFJ30sBMFx Investors can listen to the podcast here: ow.ly/cr0O30sB7eL #FidelityCanada