Portfolio manager Matt Witheiler joins host Thomas Mucha to discuss the outlook for private equity markets, from changing performance measures to the influence of AI.
2:00 Career arc
4:25 State of the venture capital market
8:30 Macro indicators that could affect private equity
10:00 Increasing importance of distributions-to-paid-in
12:30 How valuations affect investment approach
15:15 Opportunities arising from AI
18:40 Effect of AI policy and government spending on innovation
22:00 Best practices for venture capital investing
25:00 Example of how we source and evaluate deals
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
