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Talking Capital

Talking Capital

De : Capital Generation Partners
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Offres de saison | 0,99 € par mois pendant les 3 premiers mois

5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.
Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. This podcast and any opinions expressed do not constitute investment advice and does not constitute an offer to sell or a solicitation of an offer to purchase any security or any other investment or product. Nothing said during this podcast should be construed as an invitation or inducement to engage in investment activity. All information and opinions expressed herein are current as of publication of the podcast and are subject to change without notice. The information contained in this podcast does not constitute research or recommendation from Capital Generation Partners to the listener. Capital Generation Partners makes no representation or warranty as to the accuracy or completeness of the statements or any of the information contained in this podcast and any liability therefore, including in respect to direct or indirect loss is expressly disclaimed. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted, or responsibility assumed, in respect of persons who are not clients of CapGen, unless expressly agreed in writing. Please note that the value of investments referred to in this podcast and their income may go down as well as up. If you choose to invest any product referred to in this podcast, your capital will be at risk and you may lose some or all of your investment. No compensation, monetary or non monetary, or other inducement is provided, directly or indirectly, to any external third-party guest speakers appearing on this podcast. This podcast may not be copied, reproduced, further distributed to any other person or published, in whole or in part for any purpose. Further information, including our privacy statement, can be found on our website at www.capgenpartners.comCopyright 2026 Capital Generation Partners Economie Finances privées
Épisodes
  • Private Equity: identifying specialist managers in a maturing market

    Private Equity: identifying specialist managers in a maturing market
    Oct 1 2026

    In this episode, Ian is joined by Enrica Dacomo, Director and Private Equity Lead at CapGen, to discuss the theme of sector specialisation in private equity, including:

    • The current opportunities within private equity and the case for sector specialisation
    • Our manager research process and the importance of a proactive, long-term approach
    • Greenbriar’s investment strategy and the rationale for selecting them as a specialist mid-market partner
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    28 min
  • Private Equity: navigating the market through sector specialisation

    Private Equity: navigating the market through sector specialisation
    Sep 3 2026

    In this episode, Ian is joined by Chady Jouni, CapGen's new CIO, to discuss the theme of sector specialisation in private equity, including:

    • The current private equity landscape and its role within multi-asset portfolios
    • Areas of opportunity within private equity
    • The case for mid-market sector specialist managers
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    29 min
  • In conversation with Clean Energy Transition's Per Lekander: the origins, philosophy and practice of energy investing

    In conversation with Clean Energy Transition's Per Lekander: the origins, philosophy and practice of energy investing
    Jul 2 2026

    In this episode, Ian is joined by Per Lekander, Founder & CEO of Clean Energy Transition, a thematic investment manager which seeks to capitalise on the changes in the global energy sector. Together they discuss:

    • Per's career in the energy sector and the origins of Clean Energy Transition
    • The firm's investment philosophy and their approach to identifying opportunities
    • A case study of a successful investment, from initial concept to investment and exit
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    31 min
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