It is great that more people wake up to the fact that ‘you cant eat IRR’. It is much better…
Recently, I was asked a naughty question by a student of my online executive course in PE: ‘Ludo, I think…
LBO fund managers are masters at high-debt management. E.g. in the 2008 crisis we saw some evidence that they refinanced…
Take a 1970 textbook and you will read something like: Pension Funds (PFs) need to make payments that are quasi…
Insulting a person is usually a crime, how about insults to the environment? We know there is no planet B…
I have dissected the source of revenues of the big four (Apollo, Blackstone (BC), Carlyle, KKR) in the past. I…
I focus on Carry, which is the performance related pay. This is cash sent to PE fund partners and taxed…
Private Equity findings is a very nice magazine. The link below takes you to a recent issue which features my…
Q: What’s the common point between PE and ESG? A: People working on these industries rely mainly on a single…
There is a lot of noise today about the creation of a European super league, although to be fair, we…