Private Equity Primer: Part 2

What’s your personal experience with private equity, and what have you learned about listening to pitches? I started managing money in the fourth quarter of 1993. That means I’ve been managing for over 25 years. I’ve easily seen over 100 deals. And I’ve seen them from...

Private Equity Primer: Part 1

Matt, as someone who has a career of exposure to private equity deals, how would you describe the allure of these private opportunities compared to the public markets? Let’s start as big picture as possible and look at the reward proposition of private equity....

Suspension of Reality

Several years ago I placed a simple message on my bathroom mirror:  “Do not give up what you want most for what you want now.”  Of course, the phrase is not mine and is found throughout the internet and on motivational posters.  But it is popular because the message...

I Don’t Know These People

  Ok…well maybe I do. And now you will too: Dean, a faithful Bulldog fan, is ready to send someone on a deep post route. John is in a state of non-compliance with that Nerf gun pointed at my head…but of course he won’t win the shootout. Sarah’s...