Have been trying to do a private equity episode for a year, and finally got Cameron on the show! PEP is a beast. A$12b in assets under management and growing. Let me know what else you'd like to know about private equity - I find it so fascinating so will definitely do more on it!
Hi Madison - great video series and i'm an Aussie living in Canberra. Just curious to answer your wish list question it surely would be (a) Auckland airport (b) Auckland harbour crossing (c) Hobbiton - Lord of the Rings filming set. I know B is a public asset but if one could invest in it, I would. Anyway keep up the videos and maybe "cross the ditch" to interview Aussie businesses that have large operations in NZ such as ANZ Bank etc. Cheers
Interesting that they are not into tech/SaaS late stage buyout or secondary share acquisition. It would be good to get Vista Capital, Pencarrow and/or Direct Capital on for an interview as well.
Another great interview, did i hear correctly thaf their could be opportunities for retail investors to get in on some of this companys action via listed funds?
Yes! They've launched a PIE fund in NZ. But I don't advertise for them so I'll let you give it a Google and do your own research on if it's suitable for you.
Hey George, what kind of notes would you like? Info sources? Or my interview notes? A full transcript would probably be too large to post on here (I'll look into some options) but if you download the show and drop it in Slack, or a transcribing service, that could be useful for you.
No migratory birds coming into NZ? That doesnt sound right.... I think he must be suggesting specific migratory birds that could potentially infect the chickens somehow but it cant happen for whatever reason probably they dont migrate near the chicken farms or dont migrate from problematic areas of the world? Anyway another great episode by Madison.
Have been trying to do a private equity episode for a year, and finally got Cameron on the show! PEP is a beast. A$12b in assets under management and growing.
Let me know what else you'd like to know about private equity - I find it so fascinating so will definitely do more on it!
Enjoyed the interview. good questions from madison, and insightful answers by the guest!
Another very interesting address Madison, thank you. Having access to these business leaders and their knowledge and processes is 24K!
Interesting conversation... I liked the smooth way he transitioned to a soft NO... Clear skill...
Really enjoyed his explanation of the Tegal situation.
Hi madison great interview about private equity firms very insightful.
Very good interview. They don't teach private equity in schools
Hi Madison - great video series and i'm an Aussie living in Canberra. Just curious to answer your wish list question it surely would be (a) Auckland airport (b) Auckland harbour crossing (c) Hobbiton - Lord of the Rings filming set. I know B is a public asset but if one could invest in it, I would. Anyway keep up the videos and maybe "cross the ditch" to interview Aussie businesses that have large operations in NZ such as ANZ Bank etc. Cheers
On ya for giving him some uncomfortable questions Madison, I learn more from those
I wonder how the businesses that they have bought and sold haves faired under their new owners? Really enjoy your videos. Thanks
Very insightful
Interesting that they are not into tech/SaaS late stage buyout or secondary share acquisition. It would be good to get Vista Capital, Pencarrow and/or Direct Capital on for an interview as well.
Another great interview, did i hear correctly thaf their could be opportunities for retail investors to get in on some of this companys action via listed funds?
Yes! They've launched a PIE fund in NZ. But I don't advertise for them so I'll let you give it a Google and do your own research on if it's suitable for you.
They have a perception problem because of the long list of examples of Private Equity burdening good businesses with debt and ruining them
Hello Madison, show notes and a transcript would be great.
Hey George, what kind of notes would you like? Info sources? Or my interview notes?
A full transcript would probably be too large to post on here (I'll look into some options) but if you download the show and drop it in Slack, or a transcribing service, that could be useful for you.
The IRI of 28%. Is that annual or after a 5-10year investment period?
Per annum., over 26 years!
IRR (internal rate of return)
He prefers food and essential industry. Maybe CVT have a go.
This guy is very smart. I learnt a lot.
Me too! He's easily one of the biggest names in private equity in Australia & NZ. Has been behind all of its biggest deals: Tegel, Griffins, Peters.
I wonder how the businesses they have bought and sold have faired under their new owners?
Really enjoy your videos. Thanks
@MarketsWithMadison incredible aye, its amazing how the anti business rhetoric I learnt growing up just false.
No migratory birds coming into NZ? That doesnt sound right.... I think he must be suggesting specific migratory birds that could potentially infect the chickens somehow but it cant happen for whatever reason probably they dont migrate near the chicken farms or dont migrate from problematic areas of the world? Anyway another great episode by Madison.
Mutton birds have one of the largest migratory pattern on earth, nesting in NZ
Private equity do not care about business and social objectives. Only if it generates a return.
Another great vid, churrrr madison