Moonfare
Moonfare
  • 53
  • 187 336
Deal Talk - Episode 19: Robert F. Smith (Vista Equity Partners)
Robert F. Smith is the Founder, Chairman and CEO of Vista Equity Partners, an investment firm that specialises in enterprise software.
Under Smith's leadership, Vista Equity Partners has grown significantly, currently managing over $100 billion in assets. The firm is known for its approach to improving operations and driving growth in its portfolio companies.
In a conversation with Steffen Pauls, Moonfare’s Founder and CEO, Smith shared his views on the rise of generative AI, the future of enterprise software, market trends in private equity and the advice he would give his younger self.
Переглядів: 7 626

Відео

Deal Talk - Episode 18: Hugh MacArthur (Bain & Company)
Переглядів 1,5 тис.2 місяці тому
Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped establish over 25 years ago. With extensive experience advising funds across the world, Hugh has worked on hundreds of projects encompassing deals, strategy and operations. He is a prolific author on value creation trends and a host of “Dry Powder: The Private Equity Podcast” where he interviews l...
Deal Talk - Episode 17 : Mike O'Sullivan (Chief Economist)
Переглядів 4873 місяці тому
What does the breakthrough of AI technology mean for private markets? In a conversation with Steffen Pauls, Moonfare’s Founder and Co-CEO, Mike O’Sullivan, our Chief Economist, explores the current technological revolution that promises to surpass the internet and the smartphone. Is this all just hype, or the dawn of a new era? Drawing parallels with the early 2000s internet bubble, Mike and St...
Deal Talk - Episode 16: Christian Sinding (EQT)
Переглядів 2,1 тис.4 місяці тому
The seasoned private equity dealmaker joined Steffen Pauls, Moonfare’s Founder and CEO, in another edition of the Deal Talk interviews. Christian Sinding is the CEO and Managing Partner of EQT, one of the largest private equity firms globally. With over 25 years of experience, Sinding has been instrumental in driving EQT's growth and expansion, focusing on sustainability and long-term value cre...
Private Equity meets ELTIF Webinar
Переглядів 7945 місяців тому
Want to find out how private equity could soon become widely available to European investors? Join Pavel Ermoline, CAIA, our Investment Director, and Steffen Pauls, Founder and Co-CEO, as they guide you through the opportunities of the European Long-Term Investment Fund (ELTIF) in this Webinar. This is a marketing communication. Please refer to the prospectus of ACCESS PRIVATE MARKET OPPORTUNIT...
Best of Deal Talk: Learn from Henry Kravis, David Rubenstein and other iconic investors
Переглядів 8467 місяців тому
Watch the best bits from our conversations with some of the world’s leading dealmakers in private equity. To view our selection of private equity strategies by top-tier managers, log on to the Moonfare platform. If you don’t have an account yet, sign up and view our exclusive opportunities by clicking the link below.* moonfa.re/3URRUw4 00:00 - Steffen Pauls, Founder and CEO of Moonfare 00:29 - ...
Deal Talk - Episode 13: Dipanjan 'DJ' Deb (Francisco Partners)
Переглядів 1,6 тис.8 місяців тому
Dipanjan ‘DJ’ Deb, Co-Founder and CEO at Francisco Partners, joined Moonfare’s Co-CEO, Lorenz Jüngling, for the 13th episode of the Deal Talk series - our regular fireside chats with leading global private equity dealmakers. Based in San Francisco, Dipanjan ‘DJ’ Deb leads one of the most active and largest technology-focused investment firms in the world. To date, Francisco Partners has investe...
Deal Talk - Episode 15: David Rubenstein (Carlyle)
Переглядів 50 тис.9 місяців тому
The iconic private equity leader was the guest of our first Deal Talk in 2024, hosted by Steffen Pauls, Moonfare’s co-CEO and Founder. David Rubenstein is the Co-Founder and Co-Chairman of Carlyle, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $382 billion from 28 offices around the world. In a conversation with Steffen Pauls, ...
Deal Talk - Episode 14: General David Petraeus (KKR)
Переглядів 3,9 тис.10 місяців тому
In conversation with Moonfare, General David Petraeus, the former Director of the CIA and decorated US Army leader (Ret.), spoke about current geopolitical frictions, economic uncertainty, the implications of artificial intelligence and more. To view our selection of private equity strategies by top-tier managers, log on to the Moonfare platform. If you don’t have an account yet, sign up and vi...
Deal Talk - Episode 12: Søren Vestergaard-Poulsen (CVC)
Переглядів 1,9 тис.Рік тому
To view our selection of private equity strategies by top-tier managers, log on to the Moonfare platform. If you don’t have an account yet, sign up and view our exclusive opportunities by clicking the link below.* moonfa.re/3URRUw4 Søren Vestergaard-Poulsen was the guest of our latest edition of the Deal Talk series, in which Moonfare’s CEO and founder, Steffen Pauls, talks to some of the world...
Deal Talk - Episode 11: Henry Kravis (KKR)
Переглядів 27 тис.Рік тому
To view our selection of private equity strategies by top-tier managers, log on to the Moonfare platform. If you don’t have an account yet, sign up and view our exclusive opportunities by clicking the link below.* moonfa.re/3URRUw4 Moonfare’s founder and CEO, Steffen Pauls, hosted Henry Kravis, Co-Founder and Co-Executive Chairman of KKR and one of the most influential people in the private equ...
Private Credit: Explained
Переглядів 27 тис.Рік тому
What can private credit offer to investors and is the current economy a good place to get into the asset class? Listen to Taj Sidhu, managing Director - Partner at Carlyle and the head of the firm's European and Asian Private Credit, as he explains the advantages and sources of resilience that sets private credit apart from more traditional fixed income investments. 00:00 - Intro 01:10 - The ba...
Co-investments: Explained
Переглядів 3,2 тис.Рік тому
Co-investments are becoming increasingly common in the private equity world. But what exactly are they, and what are their benefits in the current environment? Sanjay Gupta, our Head of Co-Investments, explains.
Hg’s Justin Von Simson on the key to successful businesses in private equity
Переглядів 1288 місяців тому
What does the Hg CEO think is the key function when it comes to tech investing? What does he make of the current macro environment? And how can outside parties evaluate PE funds? This episode was recorded on October 21, 2022. Subject to eligibility, capital at risk.
General Catalyst’s David Fialkow on the need for patience in VC investing
Переглядів 1078 місяців тому
Why does the Co-Founder of General Catalyst think his firm’s scale will help it during the tough VC market? And why is sticking with companies for longer vital when it comes to value creation? This episode was recorded on 29 September 2022. Subject to eligibility, capital at risk.
Vinod Khosla on taking risks to hunt the biggest rewards in VC
Переглядів 608 місяців тому
Vinod Khosla on taking risks to hunt the biggest rewards in VC
Permira’s Kurt Björklund on shifting private equity’s investing mindset
Переглядів 1718 місяців тому
Permira’s Kurt Björklund on shifting private equity’s investing mindset
Founders Fund’s Lauren Gross on how to identify the next wave of unicorn entrepreneurs
Переглядів 1538 місяців тому
Founders Fund’s Lauren Gross on how to identify the next wave of unicorn entrepreneurs
EQT’s Marcus Brennecke on why making mistakes is the making of a good investor
Переглядів 1158 місяців тому
EQT’s Marcus Brennecke on why making mistakes is the making of a good investor
Deal Talk - Episode 10: Blythe Masters (Motive Partners)
Переглядів 2 тис.Рік тому
Deal Talk - Episode 10: Blythe Masters (Motive Partners)
Deal Talk - Episode 9: Jason Thomas (Carlyle)
Переглядів 888Рік тому
Deal Talk - Episode 9: Jason Thomas (Carlyle)
KKR’s Johannes Huth on why private markets private equity’s ability to create its own opportunities
Переглядів 868 місяців тому
KKR’s Johannes Huth on why private markets private equity’s ability to create its own opportunities
Moonfare's Secondary Market
Переглядів 1,2 тис.Рік тому
Moonfare's Secondary Market
Moonfare - Investing is Legacy
Переглядів 709Рік тому
Moonfare - Investing is Legacy
Introduction to Moonfare
Переглядів 6 тис.Рік тому
Introduction to Moonfare
Deal Talk - Episode 8: Jeff Lieberman (Insight Partners)
Переглядів 1,3 тис.Рік тому
Deal Talk - Episode 8: Jeff Lieberman (Insight Partners)
Women In Private Equity - Arielle Sheh
Переглядів 995Рік тому
Women In Private Equity - Arielle Sheh
Deal Talk - Episode 6: David Fialkow (General Catalyst)
Переглядів 1,2 тис.Рік тому
Deal Talk - Episode 6: David Fialkow (General Catalyst)
Deal Talk - Episode 7: Justin von Simson (HG Capital)
Переглядів 2,2 тис.Рік тому
Deal Talk - Episode 7: Justin von Simson (HG Capital)
Moonfare - How does it work?
Переглядів 2,3 тис.2 роки тому
Moonfare - How does it work?

КОМЕНТАРІ

  • @charmsoflove3359
    @charmsoflove3359 3 дні тому

    As an AI Engineer and Software Engineer, business consultant looking to build a private equity portfolio I find this conversation fascinating. Thank you legends ❤ sending gratitude from South Africa

  • @Guillermina-w8d
    @Guillermina-w8d 8 днів тому

    Private credit involves loans to private companies, often offering higher returns and diversification. Due to its complexity and risks, a financial adviser can help with due diligence, access, and risk management, ensuring investments fit your strategy and comply with regulations.

    • @AngellLevey
      @AngellLevey 8 днів тому

      In the realm of private credit, diversification and a deep grasp of market dynamics are essential, particularly in volatile times. Balancing potential opportunities with prudent risk assessment can guide investors effectively through the complexities of private credit investments.

    • @Wlad-v2w
      @Wlad-v2w 8 днів тому

      This is definitely considerable! think you could suggest any cfa I can get on the phone with? l'm in dire need of proper portfolio allocation.

    • @Wlad-v2w
      @Wlad-v2w 8 днів тому

      I ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

  • @Ishaymoana
    @Ishaymoana 28 днів тому

    💙

  • @mamodeenwax
    @mamodeenwax Місяць тому

    Welcome 🙏

  • @ashokkumar-lg2ez
    @ashokkumar-lg2ez Місяць тому

    Look on David’s face during intro is hilarious 😂

  • @darnellphelps9262
    @darnellphelps9262 Місяць тому

    We just watched a masterclass on business value creation. Bravo Mr Smith One big PE play popped up in my lil brain. How about offer counties and large gov entities their on A.I. Data-centers, with A.I. enabled cybersecurity built in while also sharing centralize data and collaboration with their local hospitals and other adjacent local government entities. Real estate, Technology, and long term country development= high ROI play 🤓 I want in on it right now 😊

  • @ernestrichards655
    @ernestrichards655 Місяць тому

    Great!

  • @ernestrichards655
    @ernestrichards655 Місяць тому

    Rob is an icon, genius in the likes JP Morgan, Rockefeller, Henry Ford, Bill Gates, at the center of software and business improvements!

  • @visionmajor7300
    @visionmajor7300 Місяць тому

    Ask Chatgpt if reparations should be given to blacks. And then ask how about if the slaves were white instead of black. 🍿

  • @ashokkumar-lg2ez
    @ashokkumar-lg2ez Місяць тому

    Wow what a conversation ! Thank you both gentlemen ! ❤

  • @industrialexitstrategist2022
    @industrialexitstrategist2022 Місяць тому

    1st x viewer new subscriber. Thank you for sharing.

  • @IngeniousDimensions369
    @IngeniousDimensions369 Місяць тому

    Thank you.🤝🤝

  • @02nupe
    @02nupe Місяць тому

    Robert F. Smith is legendary!

  • @DG10-youtube-channel
    @DG10-youtube-channel Місяць тому

    32:10 "europe is a great place to visit..." not even that anymore

  • @privateequityguy
    @privateequityguy 2 місяці тому

    “Look, don't congratulate us when we buy a company, congratulate us when we sell it…” What a man 🫡

  • @GGusVegas
    @GGusVegas 2 місяці тому

    So basically you’re trying to recreate the wolf of Wall Street movie with the pink slip stocks?

  • @resoluation345
    @resoluation345 3 місяці тому

    Amazing wisdom

  • @youssefsasu559
    @youssefsasu559 3 місяці тому

    Shine like a Diamond

  • @samimiettinen
    @samimiettinen 3 місяці тому

    Great discussion. Highlights to me were: * European lack of high tech and fragmentation of capital markets balanced by stong basic research and happiness * EXIt preparations - readiness to IPO even in weak cycle like Galderma is a must, liquidity is a serious issue even in huge markets * I was super excited about your idea to replicate public market features with LPs and GPs. Brokered participation Continuation vehicles could be a way forward here? * Active owneship - this is another of my priority study areas. Family office structures could get sharp. Here is my interview with Dr. David Klett on probably the smartest German family office structure to drive billion+ euro company most efficiently. Sounds a lot like some of the Swedish best practices such as with Wallenbergs. * Your troika owner-chair-ceo is a bit too radical to my taste (might be because I am an independent board member in a private equity owned company) * I also liked the culture talk - how to remain small and fun even with a big multinational PE firm. Bureocracy is like fingernails - needs to be continuously trimmed - I laughed to that😬 A lot of great viewpoints, thanks for sharing!

  • @중용78
    @중용78 4 місяці тому

    I'm really impressed by sinding's answer to the sale of the credit lending division: "It was a very easy decision." I think this interview is a good testament to EQT's management philosophy. Good job.

  • @Nicolas-xd3bl
    @Nicolas-xd3bl 5 місяців тому

    Thank you for the video. Do you plan to offer ELTIF that will be composed of VC funds only?

  • @thomaskoppen9675
    @thomaskoppen9675 5 місяців тому

    The moving houses in the background window are distracting

  • @josephchenjdmba279
    @josephchenjdmba279 6 місяців тому

    Excellent Interview, Thanks Henry, Thanks Stefan!

  • @amonifinau4048
    @amonifinau4048 6 місяців тому

    Thank you!

  • @seleannia4511
    @seleannia4511 6 місяців тому

    Thanks a lot! Very informative

  • @amonifinau4048
    @amonifinau4048 6 місяців тому

    Thank you!

  • @moregel6597
    @moregel6597 6 місяців тому

    humility

  • @y.g.1313
    @y.g.1313 7 місяців тому

    Where is the European technology? Try being an occupied country ( Germany) to develop your own technology. Lol... Then US blows up gas pipeline to make energy for Germany four times more expensive, deindustrialize Europe.. what an arrogant Joker that guy is..

  • @jonathanstevens1810
    @jonathanstevens1810 7 місяців тому

    Success = IQ x EQ x FQ 1) IQ, or Intelligence Quotient, represents the ability to come up with intelligent solutions or have knowledgeable individuals on your team. It's about using facts to solve problems and make improvements. Without this skill, you're unlikely to overcome challenges or achieve progress. 2) EQ, or Emotional Quotient, is the skill of effectively connecting with others and bringing them along on your journey, whether it's applying for a job or implementing a new IT solution. If you, your leaders, or your team lack EQ, it becomes harder to achieve desired outcomes. 3) FQ, or Focus Quotient, is often overlooked but crucial. You may have intelligence and team buy-in, but without focus, reaching your goals becomes challenging or takes significantly longer and incurs higher costs. Success and achieving objectives require a balance of all three elements. Highly successful individuals in various fields such as sports, business, politics, and entertainment likely possess strong IQ, EQ, and FQ. However, many people and businesses fail to give equal attention to all three elements or don't know how to improve across the board.

  • @rushanejclarke
    @rushanejclarke 7 місяців тому

    Solid interview

  • @Pablo-px3ct
    @Pablo-px3ct 7 місяців тому

    Very inspiring. Thank you.

  • @citizenscapital2458
    @citizenscapital2458 8 місяців тому

    Led by Jim Ling and LTV, there were others doing deals in the 50s and 60s prior to Bear Strears, KKR, etc., they were not first. These men were the real masters of M&A and the use of financial technology in getting the deals done.

  • @JessLarsen-bw2lw
    @JessLarsen-bw2lw 8 місяців тому

    Hey what a great interview . keep them coming

  • @ivornevin4687
    @ivornevin4687 8 місяців тому

    Have a private credit analyst interview coming up - this was great help

  • @kasivamutisya7172
    @kasivamutisya7172 8 місяців тому

    Great interview. Thank you.

  • @daveb4446
    @daveb4446 8 місяців тому

    Excellent interview. Finished up very strong

  • @Helloworld1233-r4b
    @Helloworld1233-r4b 8 місяців тому

    Great ❤

  • @yeahimpebble
    @yeahimpebble 8 місяців тому

    college is a petri dish of societies ills. They infect the masses with leftist ideas and immoral activities.

  • @henryterranauta9100
    @henryterranauta9100 8 місяців тому

    🌍🌍insightful interview🌍🌍🌍Great exchange between two outstanding investors🌍🌍

  • @MichaelHensley-c3k
    @MichaelHensley-c3k 8 місяців тому

    Goddamnit I love you

  • @juanzizi1245
    @juanzizi1245 8 місяців тому

    God bless Francisco Partners

  • @lukegraven7839
    @lukegraven7839 9 місяців тому

    Thank you David and Steffen. Luke in Las Vegas

  • @MyLatinLife
    @MyLatinLife 9 місяців тому

    Good interview!

  • @KGoodz-np4vk
    @KGoodz-np4vk 9 місяців тому

    From the richest that never received a dollar to working at Popeyes

  • @KGoodz-np4vk
    @KGoodz-np4vk 9 місяців тому

    So he don’t get paid ?

  • @lch9209
    @lch9209 9 місяців тому

    Truly great content filled with pragmatism and sense of purpose

  • @JerryHawke
    @JerryHawke 9 місяців тому

    Dipanjan seems to be a man of integrity

  • @JerryHawke
    @JerryHawke 9 місяців тому

    Doers 😊

  • @evelynramos445
    @evelynramos445 9 місяців тому

    David Sharp!

  • @evelynramos445
    @evelynramos445 9 місяців тому

    Love the name, "Moonfare"! Too cool!