New Normal, New Opportunities W/ Triton’s Peder Prahl
In this episode, Hugh MacArthur talks with Peter Prahl, founding CEO of Triton, about navigating the new normal of higher interest rates, tighter leverage, and heightened geopolitical uncertainty. Prahl explains why these conditions create attractive buying opportunities, highlighting value dislocations in European infrastructure, defense, and emerging niche sectors beyond the obvious targets. He also details Triton's disciplined, low‑debt investment approach, its culture of teamwork, fun‑first values, and long‑term incentive alignment, which together drive superior returns.
Buying Before the Theme W/ Triton’s Peder Prahl
In this episode, Triton founder and CEO Peter Prahl explains how his firm deliberately avoids chasing market themes, instead investing early in growing sectors like healthcare, industrials, and business services. He emphasizes the importance of disciplined value investing that targets...
Infrastructure's Next Frontiers W/ Stonepeak’s Michael Dorrell
In this episode, Hugh MacArthur talks with Michael Dorrell, co‑founder of Stonepeak, about the surge in AI‑driven data‑center demand and its ripple effects on the energy sector, highlighting opportunities in gas infrastructure, LNG export projects, and a paradoxical sweet spot...
Megafund Capabilities on a Mid-Market Budget W/ Gryphon's David Andrews
In this follow‑up interview, Gryphon co‑CEO David Andrews explains why his $11 billion firm invested in a 40‑person operations team, a scale of capability typically reserved for large enterprises. He outlines how this megafund‑level ops function delivers strategic planning, risk management,...