David Novak, Co-President of CD&R, On Their Approach to PE and £7.1 Billion Morrisons Buyout
Money Maze Podcast28 Heinä 2022

David Novak, Co-President of CD&R, On Their Approach to PE and £7.1 Billion Morrisons Buyout

David Novak, a 25 year veteran of CD&R, offers a candid perspective on how PE operating models have evolved, the drivers of value creation, and some of the structural advantages PE can offer to private businesses.

He explains the public to private migration, shrinking stock market listings, the impact of technology on decision making for business owners and why family owned businesses decide to work with them.

He discusses investments in SIG plc, the recent purchase of Morrisons supermarkets in the UK, the industry expertise they have developed, some lessons learnt and reasons to be optimistic about the opportunities ahead.

Enjoy more episodes via our Curated Podcast series. Designed for financial professionals, these episodes offer in-depth insights into a range of funds and asset classes. Also available on Apple Podcasts & Spotify.

The Money Maze Podcast is sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.

Please note, Sir Terry Leahy is a Senior Advisor to CD&R Funds. Operating Advisors and Senior Advisors are engaged by CD&R Funds and compensation for Operating Advisors and Senior Advisors is generally borne by the CD&R Funds and/or portfolio companies. Operating Advisors and Senior Advisors are not employees or Partners of CD&R.


Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(238)

What Do You Call an Institution That Can Play Anywhere in the Capital Stack? With Sixth Street’s Co-CIO & Co-President Julian Salisbury

What Do You Call an Institution That Can Play Anywhere in the Capital Stack? With Sixth Street’s Co-CIO & Co-President Julian Salisbury

In a world where investment classification rules supreme, Sixth Street believes that its flexible architecture, approach, and culture make the firm different.   Sixth Street, founded in 2009, manages ...

9 Heinä 52min

The Future of Flight? Building an Electric Aviation Business with the Man in the Pilot’s Seat - Kyle Clark, CEO & Founder, BETA Technologies

The Future of Flight? Building an Electric Aviation Business with the Man in the Pilot’s Seat - Kyle Clark, CEO & Founder, BETA Technologies

BETA Technologies is a Nasdaq-listed aircraft manufacturer breaking new ground with its advanced pursuit of building world-beating electric planes. Kyle Clark, Founder and CEO, explains the economic a...

25 Kesä 1h

What Does It Take to Run One of the World’s Most Powerful Law Firms? With Alan Mason, Global Managing Partner, Freshfields

What Does It Take to Run One of the World’s Most Powerful Law Firms? With Alan Mason, Global Managing Partner, Freshfields

For the first time in our 6-year existence, the MMP wanted to dive into this somewhat opaque world, in line with our mission to de-mystify areas of business and finance vital to us all.Alan discusses ...

11 Kesä 53min

“The Craft of Active Equity Ownership.” The Cevian Approach to Activism, with Managing Partner & Co-Founder, Lars Förberg.

“The Craft of Active Equity Ownership.” The Cevian Approach to Activism, with Managing Partner & Co-Founder, Lars Förberg.

“Activism” might be one of the less helpful terms in modern investing, a label that conjures everything from boardroom bust-ups, to terse exchanges between disgruntled shareholders and incumbent manag...

28 Touko 57min

Is the 60/40 Portfolio Still Fit for Purpose? State Street Investment Management’s CEO, Yie Hsin Hung, Discusses Flows, Valuations, EM, Private Equity Returns and Tokenisation, the Next Investment Frontier

Is the 60/40 Portfolio Still Fit for Purpose? State Street Investment Management’s CEO, Yie Hsin Hung, Discusses Flows, Valuations, EM, Private Equity Returns and Tokenisation, the Next Investment Frontier

We were surprised, when researching for this interview, to learn that State Street Investment Management are the fourth largest asset manager globally, with circa $6 Trillion of assets. Size confers b...

14 Touko 39min

Can A.I. Improve Investment Results? With Rob Arnott, Founder & Chair of Research Affiliates.

Can A.I. Improve Investment Results? With Rob Arnott, Founder & Chair of Research Affiliates.

Rob Arnott, Founder & Chair of Research Affiliates, discusses where AI works well & can assist across the money management ecosystem, the risk of ‘AI hallucination’ & over-reliance, quant vs human jud...

30 Huhti 38min

Inside Saudi Arabia’s Sports and Investment Strategy: The Why, Where and How, with Danny Townsend, CEO.

Inside Saudi Arabia’s Sports and Investment Strategy: The Why, Where and How, with Danny Townsend, CEO.

Sport is one the world’s most powerful convening forces, but the way fans connect and engage is evolving, technology is offering new experiences and the investing world increasingly wants a piece of t...

16 Huhti 55min

From the Shadow of the Death Camps to Leading Sequoia: A Family’s Journey Through Peril & Possibility (With Sir Michael Moritz)

From the Shadow of the Death Camps to Leading Sequoia: A Family’s Journey Through Peril & Possibility (With Sir Michael Moritz)

Some lives trace the currents of history; a childhood in Wales, growing up in the shadow of parents who had escaped Nazi Germany, academic distinction at Oxford and Wharton, followed by a career that ...

2 Huhti 1h 5min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
ostan-asuntoja-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahapodi
rahapuhetta
rss-inderes
asuntoasiaa-paivakirjat
rss-kahavia-ja-markkinointia-podcast
rss-markkinointitrippi
inderespodi
rss-sami-miettinen-neuvottelija
hyva-paha-johtaminen
vapauta-supervoimasi-podcast
rss-stressivapaa-johtaja-nakokulmia-henkilokohtaiseen-kasvuun
leadcast
kultaiset-hoitajat
rss-olutta-ja-analytiikkaa-2
rss-tyoelama-360