Shows
CapLink GroupSustainability & ESG: Building Value at Scale with Betty Huber & Devon LeahyIntegrating sustainability into private equity isn't about compliance checklists - it's about creating value through brand positioning, cost efficiency, talent strategies, and operational resilience.In this season finale conversation from the New York Private Capital Summit, Betty Huber, Partner and Global Co-Chair of ESG at Latham & Watkins, speaks with Devon Leahy, Global Head of Sustainability at L Catterton, about building a sustainability program from the ground up across a $37 billion consumer-focused portfolio.Devon shares how she's worked with 22 portfolio companies in her first year by speaking the language of...
2025-12-1219 min
CapLink GroupHow Private Capital Firms Are Leveraging Generative AI with Jeffrey Klein & Dr. Katia WalshGenerative AI is transforming how private capital firms operate - from portfolio insights and due diligence to automating back-office functions and making institutional knowledge instantly accessible across organizations.In this conversation from the New York Private Capital Summit, Jeffrey Klein, Managing Director at Alvarez & Marsal, speaks with Dr. Katia Walsh, AI Lead for Apollo Portfolio Performance Solutions at Apollo, about how firms are deploying AI to gain competitive advantages.They explore critical questions: Can AI identify disruption threats to portfolio companies before they materialize? How are firms using AI...
2025-12-0820 min
CapLink GroupPrivate Equity: Navigating Tax Considerations with Nancy Mehlman & Laura WarrenTax strategy can make or break private equity returns - from state tax implications and interest deductibility on leveraged buyouts to optimizing capital gains treatment and planning for exits.In this conversation from the New York Private Capital Summit, Nancy Mehlman, Co-Head of Tax Practice at Simpson Thacher, speaks with Laura Warren, Global Head of Tax and Structuring at Hamilton Lane, about the critical tax considerations shaping private equity deals today.They discuss strategies to maximize returns and minimize liabilities in an evolving tax environment, explore international tax compliance...
2025-12-0822 min
CapLink GroupHuman Capital: How Talent Drives Value with Chris Gagnon & Annie PaydarIn private equity, human capital is one of the most valuable assets - the right talent can identify opportunities, execute growth strategies, and directly impact portfolio company performance and returns.In this conversation from the New York Private Capital Summit, Chris Gagnon, Managing Director at CEO Works, speaks with Annie Paydar, Global Head of Human Capital at General Atlantic, about how talent drives value creation in today's transformational market.They discuss real-world case studies for identifying, onboarding, and retaining talented individuals who have directly impacted positive returns. The conversation...
2025-12-0812 min
CapLink GroupGlobal Economic Outlook for Private Markets with Mark Pepler & Derek MillsUnderstanding the macroeconomic forces shaping global markets is essential for private market investors navigating inflation, interest rates, and geopolitical uncertainty.In this closing keynote conversation from the New York Private Capital Summit, Mark Pepler, Partner at EY, speaks with Derek Mills, Managing Director of Value Creation at Permira, about the global economic outlook and its implications for private market investing.They explore how leading private funds are future-proofing their portfolios, discuss investment strategies and risk management approaches in today's volatile environment, and examine the geopolitical shifts that are reshaping...
2025-12-0322 min
CapLink GroupFund Operations & Formation with Katie St. Peters & Dipo AshiruNavigating fund operations and formation has become increasingly complex as regulatory requirements from the Securities and Exchange Commission continue to evolve, impacting how fund managers structure, launch, and operate private markets funds.In this conversation from the New York Private Capital Summit, Katie St. Peters, Partner at Kirkland & Ellis, speaks with Dipo Ashiru, General Counsel & Chief Compliance Officer at Veritas Capital, about the key legal and structural considerations fund managers face today.They discuss recent SEC regulatory developments, explore best practices for adapting to compliance changes, and share strategies...
2025-12-0333 min
CapLink GroupInvesting in US Private Equity: Navigating Inflation & Capitalizing on Dry PowderWith record levels of dry powder in the market and economic uncertainties including inflation and rising interest rates, private equity investors face both challenges and opportunities in today's environment.In this conversation from the New York Private Capital Summit, Andy Thompson, Founder and CEO of Notch Partners, speaks with Drew Schardt, Managing Director and Co-Head of Direct Equity Investments at Hamilton Lane, about navigating the current US private equity landscape.They explore sectors with the potential to deliver higher returns, discuss how geopolitical risks are shaping investment decisions, and examine the role of digital transformation...
2025-11-2429 min
CapLink GroupMacro Economic Outlook: Market Insights from Nasdaq's Chief EconomistIn an era of economic uncertainty and shifting market dynamics, understanding the macro landscape is critical for private capital investors making strategic decisions.In this conversation from the New York Private Capital Summit, Carrie Osman, Founder and CEO of Cruxy, speaks with Michael Normyle, U.S. Economist at Nasdaq, about the current macroeconomic environment and what it means for investors.They discuss key economic indicators, market trends, interest rate impacts, and the broader forces shaping investment strategies in private equity and alternative assets. This conversation provides essential context for fund managers and institutional investors navigating today's complex economic landscape...
2025-11-2409 min
CapLink GroupSecondaries: What Does the Future Hold?The secondaries market is experiencing unprecedented growth, with 2024 seeing record transaction volumes that have surpassed all previous highs. As institutional investors seek liquidity and portfolio rebalancing solutions, the market continues to evolve with increasing sophistication.In this conversation from the New York Private Capital Summit, Sijia Cai, Partner in Investment Management at Davis Polk, speaks with Ben Perl, Managing Director and Global Co-Head of Secondary Private Equity at Neuberger Berman, about the future of the secondaries market.They explore how robust deal flow and market maturation are driving the sector forward, with private equity firms and secondary buyers increasingly...
2025-11-1720 min
CapLink GroupHealthcare Investing: Opportunities in Telemedicine, Healthcare IT & Aging ServicesThe healthcare sector presents compelling opportunities for private equity investors, driven by an aging population, increased demand for services, and rapid innovations in medical technology.In this conversation from the New York Private Capital Summit, Christopher Raphaely, Co-Chair of Healthcare & Life Sciences at Cozen O'Connor, speaks with Mark Gormley, Managing Partner at Lee Equity, about the most promising investment opportunities in today's healthcare landscape.They explore growth sectors including telemedicine, healthcare IT, and aging services, while addressing the impact of changing regulations and reimbursement uncertainties. The discussion focuses on how private equity firms can capitalize on healthcare's growth potential...
2025-11-1422 min
CapLink GroupThe Evolving CFO: Leading Through Operational ComplexityAs U.S. private equity firms scale, CFOs are navigating unprecedented operational challenges—from evolving regulations and increasing LP demands to modernizing legacy systems and managing complex fund structures.In this conversation from the New York Private Capital Summit, William Andreoni, Partner and National Asset Management Consulting Leader at RSM US LLP, speaks with Thomas Mayrhofer, Chief Financial Officer of DigitalBridge, about the mounting pressures facing finance leaders today.They discuss critical priorities including automation strategies, co-investment oversight, addressing data silos, and resource constraints that operations teams face daily. This is an essential conversation for CFOs and finance professionals le...
2025-11-1418 min
Real Life Mortgage SolutionsLending Beyond Borders: The Mexico Mortgage Market with Brian MengesIn this episode of Real Life Mortgage Solutions, host Len Lane welcomes Brian Menges, a long-time leader in private mortgage lending and the founder of Caplink Financial and SoBankable. Brian shares his journey from building one of Western Canada’s well-known MICs to expanding lending operations into the United States and Mexico.They unpack how SoBankable is filling a unique gap for Canadians and Americans purchasing second homes in Mexico, where traditional banks often can’t lend. Brian explains the differences between lending in Canada and Mexico, including how the fideicomiso (bank trust) works in rest...
2025-10-2826 min
T-Minus Space DailyEurope’s satellite megafactory gets a boost.Aerospacelab has closed an extended Series B funding round totaling €94 million. SpaceX is due to launch an Earth observation-exclusive Falcon 9 mission, with 8 payloads from California. York Space Systems has completed its spacecraft for the Space Development Agency’s (SDA’s) Tranche 1 transport layer, and more.
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T-Minus Guest
Our guest today is Scott Thompson, PwC Global Aerospace & Defense Leader.
You can read PwC’s annual r...
2025-08-2623 min
Early DaysUnlocking New Opportunities: Brian Menges on Caplink Financial and SoBankableJoin us for an insightful episode of Early Days, where we sit down with Brian Menges, CEO of Caplink Financial Corporation and his new brand, SoBankable. Discover how Brian’s journey from Alberta to Mexico has shaped his approach to private mortgage lending. Learn about the innovative strategies that led Caplink to thrive in new markets, the importance of patience and perseverance in navigating regulatory environments, and the invaluable role of mentorship. Whether you're an entrepreneur or business leader, Brian's experiences offer practical wisdom and inspiration to help you on your own journey.Welcome to "Early Days" pr...
2024-07-1128 min