Private Equity Podcast: Fund Shack

Private Equity Podcast: Fund Shack

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Long-form interviews with top PE/alternatives investors.

Why Private Equity Is a Talent Business | Flor Kassai, Inflexion | Fund Shack Ep. 86
VideoMay 14, 2026

Why Private Equity Is a Talent Business | Flor Kassai, Inflexion | Fund Shack Ep. 86

Fund Shack’s interview with Florencia Casai spotlights Inflexion Private Equity’s view that private equity is fundamentally a talent business. The firm has raised £4.5 billion for its latest buyout fund after a series of successful raises, positioning itself as a winner...

By Private Equity Podcast: Fund Shack
Secondaries as Strategic Tool - Secondaries Went Mainstream
VideoMay 9, 2026

Secondaries as Strategic Tool - Secondaries Went Mainstream

The video discusses how secondary transactions in private‑asset funds have moved from a niche, stigmatized corner to a mainstream liquidity mechanism. Over the past two decades the market exploded from roughly $6 billion to $225 billion last year, and general partners now anticipate...

By Private Equity Podcast: Fund Shack
NAV Squeezing
VideoMay 8, 2026

NAV Squeezing

The video discusses "NAV squeezing," a practice in private‑equity secondary markets where investors purchase interests in evergreen funds at a discount and the manager subsequently marks those positions to the fund’s net asset value (NAV), creating an apparent same‑day gain. The...

By Private Equity Podcast: Fund Shack
Career Opportunities in Secondaries - The 2% Market That's Booming
VideoMay 7, 2026

Career Opportunities in Secondaries - The 2% Market That's Booming

The video highlights that the secondary market, representing just 2% of total assets under management, is entering a rapid expansion phase, offering a fertile ground for professionals seeking growth. Speakers note that this niche is transitioning from a backwater segment to...

By Private Equity Podcast: Fund Shack
How Secondaries Really Work -  Nigel Dawn  - Evercore  - Fund Shack Ep. 85
VideoMay 5, 2026

How Secondaries Really Work - Nigel Dawn - Evercore - Fund Shack Ep. 85

The Fund Shack episode dives into the mechanics and evolution of private‑market secondaries, featuring Nigel Dawn, Evercore’s global head of private capital advisory. Dawn frames the secondary market as a nascent yet essential sub‑asset class that supplies liquidity, price discovery,...

By Private Equity Podcast: Fund Shack
Private Debt vs Syndicated Loans – Why Borrowers Pay More
VideoApr 25, 2026

Private Debt vs Syndicated Loans – Why Borrowers Pay More

The video examines why large‑cap companies often pay higher rates when they opt for private‑debt financing instead of traditional syndicated loans. It outlines the competitive dynamics between the two funding sources, noting that borrowers may run a dual‑track process to...

By Private Equity Podcast: Fund Shack
Trailer -Private Credit: What’s Really Going On?  Permira Credit,  David Hirschmann
VideoApr 22, 2026

Trailer -Private Credit: What’s Really Going On? Permira Credit, David Hirschmann

The trailer features David Hirschmann of Permira Credit discussing the rapid rise of private credit as a distinct financing strategy alongside equity. He frames private credit as a response to the void left by non‑bank institutions, positioning it as a...

By Private Equity Podcast: Fund Shack
Why Private Credit Exists – Structural Shift Explained
VideoApr 22, 2026

Why Private Credit Exists – Structural Shift Explained

The video explains the structural forces that gave rise to private credit as a distinct asset class, tracing its rapid expansion to roughly $1.6 trillion worldwide since the global financial crisis. Regulatory tightening forced banks to shrink mid‑market loan books, as short‑term...

By Private Equity Podcast: Fund Shack
Robots Pick Better Private Equity Funds? | Oliver Gottschalg
VideoMar 4, 2026

Robots Pick Better Private Equity Funds? | Oliver Gottschalg

Oliver Gottschalg, a veteran private‑equity researcher, argues that machine‑learning algorithms now outperform traditional human allocators in selecting funds. Drawing on 25 years of empirical work, he explains how persistent manager‑skill signals can be quantified and assembled into a “DNA” profile...

By Private Equity Podcast: Fund Shack
Private Equity Evergreens–NAV Squeezing, Secondaries, Fee Alignment | with the AltView
VideoFeb 19, 2026

Private Equity Evergreens–NAV Squeezing, Secondaries, Fee Alignment | with the AltView

The conversation between host Funshack and Tim McGillin of The AltView centers on the growing scrutiny of private‑equity evergreen vehicles, NAV‑squeezing tactics, secondary‑market dynamics, and fee alignment. McGillin, a former equity‑research analyst turned investment consultant, argues that the industry’s long‑held...

By Private Equity Podcast: Fund Shack