PIWORLD audio investor podcasts
Business:Investing
LPeC: Exploring listed private capital - resilience and opportunity. Part 2 of 2. July 2022
Deborah Botwood Smith, CEO, LPeC.
00:17 - Introduction
00:41 - What is Listed Private Capital?
Steven Tredget, Partner, Oakley Capital
04:40 - Introduction to Oakley Capital
07:43 - Unique deal sourcing network
10:10 - Sectors supported by megatrends
12:12 - Value creation strategies
13:36 - Financial KPIs
15:08 - NAV Growth
17:31 - Balance by sector
18:30 - Protection against macro factors
20:48 - Valuation
22:58 - Share price drivers
Pieter Staelens, Managing Director, CVC Credit Partners
24:32 - Introduction to CVC
27:01 - What we invest in
29:45 - European leveraged loans & HY Default and recovery rates
33:37 - Default rate forecast
34:19 - Portfolio overview
37:16 - Performance update
Linda Tierala, Director communications and investor relations, CapMan
39:01 - Introduction to CapMan
41:05 - Business model
42:39 - Diverse portfolio
44:58 - ESG And targets for 2022
48:27 - Driving ESG
50:18 - Current trading
52:15 - Investor base
52:42 - Strategy
54:25 - Fee profit at record level
55:00 - Sustainability targets
55:43 - Long term objectives
57:13 - Q&A
LPeC: https://www.listedprivatecapital.com/
Oakley Capital: https://oakleycapitalinvestments.com/
CVC Credit partners: https://www.cvc.com/
CapMan: https://www.capman.com/
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