AMC combines a focus on middle-market private equity investing, with deep operational expertise, industry knowledge and global corporate relationships of A&M, making us an attractive partner to management teams and business owners. His primary areas of industry focus include business and tech-enabled services, human capital management and government services. This publication should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or to adopt any investment strategy. Managing Director, Private Equity Integrated Investments. However, it is our view that CIOs may need to go further as de-globalization just like globalization will ultimately reverberate across markets and impact every asset class, sector, and geography. Andrew Campbell is the Global Co-Head of the Compliance business unit, based in London, and has been with Partners Group since 2005. and A.B. He holds a bachelors degree in management from Boston College, Massachusetts, USA. Trevor Gillogly is an Associate of A&M Capital Opportunities and joined the firm in 2022. Nordic region and co-head of TMT in Europe, co-led several investments, a great combination of private equity industry professionals, investors and service providers who want to learn about the latest developments in the business. and niche manufacturing sectors. He has been with Partners Group since 2003 and has 24 years of industry experience across the globe. Mr. Dentici is responsible for all aspects of the investment process, including helping to identify, evaluate and execute new investment and acquisition opportunities. Registered in England and Wales. Mr. Baird has over Todd Rubin is a Principal of A&M Capital Partners. Dr. Kevin Lu has furthermore published commentaries in the Wall Street Journal, Foreign Policy, Washington Post, Financial Times and the Straits Times. The biggest collection of venture capital job postings and VC job tips on the web. Previously, Mr. Odrich was a Managing Director and Global Head of the Private Equity business of Lehman Brothers Holdings Inc. Dr. Remy Hauser is part of the Private Equity Health and Life business unit and co-head of Europe, based in Zug. Prior to this, Ryan was a Research Analyst and Account Executive at Venture Economics. The use of cookies aims to help improve your user experience. PatientCare EMS manages a portfolio of primarily exclusive, long-term municipal and hospital system contracts. While at Stifel, Mr. Amat worked on the execution of various merger & acquisitions and financing transactions with a focus on business services and industrial & environmental services. Almost three quarters of our respondents oversee one billion to five billion in assets, while 20% have more than $5 billion in assets under management. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Founded in 1996. Cash too could become a more important holding if our Fed projections play out. Juri Jenkner is Head of the Private Infrastructure business department, based in Zug. Mr. Perskie began his career at Interlaken Capital (now Atlas Holdings), where he executed growth equity and leveraged buyout investments across multiple industries. Managing Director, Global Head Treasury and Execution. We tend to agree with their assessment of current opportunities. Real returns calculated as [(1+nominal return)/(1+Y/y Inflation) -1]. Prior to joining Partners Group, he invested in, developed, and sold numerous companies, including co-founding GermanCapital (former GI Ventures), whose team was subsequently integrated into Partners Group in 2010. Prior to that, he worked at Barclays Capital in the Investment Banking Divisions Global Industrials group. If we at KKR are correct that inflation going forward will have a higher resting heart rate, then many foundations and endowments may still not have enough exposure to Real Assets. Charles is currently a director of Boll Brands and Ayesa, and was previously a director of La Patria. He is a member of the Private Equity Direct Co-Investments and Direct Lead Growth Investments in Health and Life Investment Committee. Theme #1: Embracing ESG in a more holistic way, but still more work to be done. Managing Director, Head Project Management Office. He has been with Partners Group since 1997 and has 44 years of industry experience. He has been with Partners Group since 2019 and has 27 years of industry experience. finance, private equity, and securities law experience. During an overall great run for financial assets in recent years, the Endowment and Foundation community by almost all measures exceeded expectations. There is no assurance that the target allocations will be achieved, and actual allocations may be significantly different than that shown here. He a member of the Global Investment Committee and the Private Markets Relative Value Committee and the Deputy Chair of the Global Portfolio Committee. Previously, he was a Managing Director at J.P. Morgan & Co. Formed in 1986, Pritchard is headquartered in New York, NY, with operations across the United States. thinking and exceptional creativity. Join us on September 13 - 14, 2022 at The Westin New York Times Square and network with 600+ C-suite and senior executives from leading LPs and GPs from US, Canada and beyond. financing facilities. It has also led us to spend more time looking at downside/worst case scenarios for potentially related risks, including investments in China and energy, among others. We agree fully; our base view at KKR has been that risks around de-globalization are becoming more important for practically all allocators of capital. Mr. Slater started his career in the investment banking and corporate banking divisions of Merrill Lynch and Brown Brothers Harriman & Company focusing on M&A as well as debt and equity issuance underwriting. with honors in economics and earned an MBA from the Wharton School of These linkages allow them to be nimbler around harnessing early shifts in global innovation (e.g., biotechnology, blockchain technology, and AI). He holds an MSc from the University of St. Gallen (HSG), Switzerland; an MBA from Nanyang Technological University, Singapore and is an alumnus of the German Academic Scholarship Foundation. If we are right, then more upfront yield, more collateral-based cash flows, and more pricing power across a more diverse base of assets are all needed to navigate this new macro-economic environment we are envisioning. Consider that meeting net-zero goals and fully abating carbon emissions is heavily dependent on the development of new technology, which offers an important chance to align ESG goals with longer-term investing mandates. Prior to joining A&M Capital Europe, Alessandro was a Partner at Investindustrial, where he was responsible for the origination, execution and monitoring of majority equity investments across Europe. He holds a marketing diploma from the Macquarie Graduate School of Management, Australia and studied business at the University of Technology Sydney, Australia. Andre Burba is part of the Private Infrastructure Americas business unit, based in Denver. Peter received a B.A. He holds an MBA from IMD Business School Lausanne, Switzerland. Many of the posts and pages below are the same ones that I read during my successful venture capital job searches. Stacey holds a BA degree in Marketing from the University of the Arts, London. Overall, given all that is taking place globally around energy shortages and weather events, we think that ESG is speeding up, not slowing down, which means that there are an increasing number of emerging opportunities to invest behind this theme in private markets. Previously, he worked at MidOcean Partners, Sun Capital Partners and Lazard. Prior to joining Partners Group, he worked at Bridgepoint, Nestl and Bain & Company. She received an A.B. in Philanthropic Studies from Indiana University Lilly Family School of Philanthropy (IUPUI) and an M.P.A. He is a member of the Board of Directors of the firm's portfolio company KinderCare. The Company currently maintains active charts on approximately 84,000 patients across more than 40 locations in the region. Previously, Mr. Bourne was an Assurance Director in PwCs asset and wealth management group where he audited private equity funds, hedge funds, fund-of-funds and management companies. To be honest, given their longer-term focus and limited near-term cost of capital, we were somewhat surprised by this potential increase. major in Finance and International Business, from Indiana University The Company focuses on producing customized products where they can be a value-added sticky partner through secondary operations including design, engineering, foaming, graphics, packaging and drop shipping capabilities, among others. Previously, he was a member of the Global Executive Board and served as the firm's Chief Risk Officer as part of the Executive Committee from 2013 to 2021. Previously, he was the President and Chief Investment Officer for the Bass Family Office of Ft. Worth, Texas which was recognized as Family Office of the Year for 2014 & 2015. Last, Mark has earned the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Public Accountant, and Chartered Global Management Accountant professional degrees, and he is a Member of the Law Bar of New York and Illinois. At Sigma, Andrew focused on due diligence, negotiations, investments, as well as the operational due diligence of administrators and other key service providers for those funds. Philip was responsible Previously, Andreas was Head of the Americas, based in New York, and a member of the Executive Committee from 2014 to 2017. We also see the need for more diversification across these portfolios, as it is not clear to us that what worked last cycle will again work during the next five to 10 years. The stores offer well-known brands in apparel, accessories, footwear and home goods at prices that are typically 70% below prices at department stores and 30% 40% below off-price competitors. Previously, he was Head of Partners Group's New York office and Co-Head Private Equity Integrated Investments. Founded in 2000 and based in Jessup, MD with multiple distribution facilities in the US, Classic Brands is a designer, importer, and distributor of innovative specialty sleep products, sleep accessories, and furniture. He holds a bachelor's degree in economics from Princeton University, New Jersey and an MBA from the Wharton School of the University of Pennsylvania, USA. He holds a masters degree in finance from EMLYON Business School, France. The 100 million raise also includes a chunk of venture debt 25 million thats been put up by Claret Capital and Silicon Valley Bank. He also serves on the Investment Committee for the Stanford University Department of Athletics DAPER Investment Fund. Mr. Lattanzio has also served, or is serving, on the Boards of Copyright 2022 A&M Capital Advisors, LP. Even post the 2022 market selloff, what was apparent from the many conversations we had with CIOs was just how committed to the Technology sector many remained. Previously, he served as the Co-Chief Executive Officer of Partners Group between 2013 and 2021 and, prior to that, as Chief Risk Officer between 2008 and 2013 and he was the Head of the Client Services business department. She started with Cambridge in Boston in 2005 and was responsible for due diligence and research published by the firm on private equity funds which resulted in significant client commitments to private capital strategies. Dr. Kevin Lu is Partners Groups Chairman of Asia, a member of the Global Executive Board and Head of Partners Groups Singapore office. On average, the participants in our survey plan to increase their allocation to Alternatives to 55% of total assets, compared to 52% today and 48% prior to the pandemic. He is furthermore the Deputy Chairman of the Global Investment Committee, Chairman of the Global Portfolio Committee and a member of the Private Equity Growth Investment Committee. Email address Daniel Koch is an Associate of A&M Capital Partners. Specifically, we see uneven supply constraints, higher levels of interest rates, and heightened geopolitical risks against a backdrop of slower real economic growth and sticky inflation. UMP also has ownership interests in numerous surgical facilities within the areas that it operates. Previously she served as the Head of the Product Management business unit. 2022 Kohlberg Kravis Roberts & Co. L.P. All Rights Reserved. She oversees the delivery of operational and investor services to outsourced CIO clients and fund investors which includes the management of valuations and financial and regulatory reporting for Commonfund funds. Real Estate modeled using the NCREIF Property Levered Index. International Business and Finance from The Pennsylvania State Communications, Inc., Medical Logistics, Inc., Clintrak Pharmaceutical Tell us what you want to achieve and we'll help you get there. She is a member of the Private Infrastructure Investment Committee. A&M Capital Partners (AMCP), with assets under management of approximately $1.8 billion, is AMCs flagship investment strategy focused on middle-market control transactions in North America. Chinese convertible bonds and venture capital in China, which tends to skew towards the high risk/reward spectrum, were cited as attractive ways to play China relative to public securities, which tend to suffer from increased government oversight. He is Chairman of the Global Liquid Loans Investment Committee and a member of the Special Situations Investment Committee. Since 1997, Mr. Perskie has led or co-led the execution of numerous middle-market transactions across a variety of structures including leveraged buyouts, mergers, public-to-private acquisitions, leveraged recapitalizations and growth equity investments. Prior to joining A&M Capital Europe, Isabelle worked in London as an Executive Assistant at Coller Capital, Bain Capital and Vitruvian Partners. She has been with Partners Group since 2007 and has 18 years of industry experience. Champion ONE is a leading designer, marketer, and distributor of carrier grade optical transceivers and related mission critical components to telecommunications, cable, data center, and enterprise customers in North America and International markets. Holiday rentals company Holidu has secured over 100 million in Series E financing round led by 83North, a London-based venture capital firm. He has 26 years of industry experience. Adams Street Partners, LLC, une socit d'investissement sur les marchs privs dont les actifs sous gestion dpassent les 50 milliards de dollars, a annonc aujourdhui que Brijesh Jeevarathnam sera promu au poste dassoci et responsable mondial des investissements dans les fonds. We do not make this statement lightly, but, our research on Venture Capital reinforces our view that it is a truly superb asset class only if one can gain access to the best managers. In this role, he leads a team of professionals that advise, implement and monitor custom investment solutions for institutions with total assets under management of more than $15 billion. Prior to founding Partners Group, he worked at Goldman Sachs & Co. and Credit Suisse. He holds a master's degree and a PhD in business administration from the University of St. Gallen (HSG), Switzerland. The round includes 25 million in venture debt from Claret Capital and Silicon Valley Bank. While at General Catalyst, Mr. Cole served as a Director of CLEAResult Consulting, an energy efficiency services organization, and observer for Envoy Global, a global workforce management platform that provides immigration solutions. He is a CFA charterholder. Dr. David Daum is part of the European Private Infrastructure business unit, based in Zug. He is also a member of the Board of Directors of the firm's portfolio companies Foncia, Key Retirement Group, Techem and International Schools Partnership. Benno Lchinger is Co-Head of Private Equity Integrated Investments in Europe, based in London, also serving as a member of the Global Investment Committee, the Private Equity Integrated Investment Committee and the Private Equity Direct Co-Investments and Direct Lead Growth Investments Investment Committees. Benjamin is a former member of the Business Roundtable (BRT) and the Wall Street Journal CEO Council and previously served on the Board of the Federation of American Hospitals and InnovaCare Health. Many of the posts and pages below are the same ones that I read during my successful venture capital job searches. from St. Marys College of California. Prior to joining Partners Group, he worked at Accenture. She is a member of the Board of Directors of the Aspetuck Land Trust and holds an M.B.A. from Rensselaer Polytechnic Institute and a B.S. offering. full spectrum of customer needs including extensive facility offerings, References to we, us, and our refer to Mr. McVey and/or KKRs Global Macro and Asset Allocation team, as context requires, and not of KKR. Subscribe to our newsletter and receive the latest news directly to your inbox! Sophia Jia '14 Analyst, Farallon Capital Management. approximately $375 million of proprietary firm capital across two AMC believes it is a trusted partner to founders, families and management teams seeking an institutional capital partner to facilitate a transition of ownership and/or provide capital for growth. We think that this broader approach towards ESG will become a more important part of the conversation going forward, as it helps ensure greater alignment among stakeholders, including investors, managers, portfolio companies, and employees. He has over 20 years experience in finance and operations and serves as a member of the Commonfund Operating Committee. Esther Peiner is Co-Head of Private Infrastructure in Europe, based in Zug. Cari is also a member of the Investment Committee of her alma mater, The Hotchkiss School. 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European investing and industry experience across start-up, corporate finance department in New York, USA energy Hub and Renewables In Los Angeles that takes a long-term view on companies undergoing a transformation she helped manage agency and relationships Macro viewpoint is that we sense a transition is under way that shown.! An Authorized House Counsel in Connecticut mr. Edwards graduated from Williams College a!
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