The Private Equity War for Global Assets | Hazem Ben-Gacem

2025-10-14

How are businesses navigating the dramatic tit-for-tat between the US and China? In this conversation, we take you through the global investment opportunity roadmap. Hazem Ben-Gacem is the CEO of BlueFive Capital. He formerly co-led Investcorp where he worked on deals including Tiffany and Gucci over three decades. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, US Policy Uncertainty

How are businesses navigating the dramatic tit-for-tat between the US and China? In this conversation, we take you through the global investment opportunity roadmap.

Hazem Ben-Gacem is the CEO of BlueFive Capital. He formerly co-led Investcorp where he worked on deals including Tiffany and Gucci over three decades.

---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching!

---- 🗒️ Time Stamps

00:00 Introduction, US Policy Uncertainty

03:06 Next Cycle Coming for the US Dollar

05:27 Analysis: $55 Billion Electronic Arts

09:20 A Closer Look at Next Market Shock

12:41 BlueFive Capital Plan for the Future

15:56 Sector of Major Investment Interest

19:53 Cross-Border Allocation Challenges

23:33 How to Factor in US-China Tensions

29:01 Dynamics of Private Equity Industry

35:26 Abu Dhabi vs Riyadh vs Dubai Setup