Palico Capital Calls

In this episode of Capital Calls, we have the pleasure of speaking with Brett Hickey, the Founder & CEO of Star Mountain Capital, a specialized asset management firm focusing exclusively on the lower middle market. Brett will be sharing with us his insights and expertise on the company's approach to identifying the right opportunities and generating risk-adjusted returns in secondary credit. While this is a publicly available interview, we want to remind our listeners that the full interview is only accessible to accredited investors who are members of Palico. If you are an accredited investor, you can join Palico for free and listen to the rest of the conversation and other exclusive content like this. Head over to Palico to apply. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

Hello listeners, in this episode of Capital Calls, we welcome Thomas Bengtsson, Head of Investments at Oak Universe, a fund founded on the concept of bringing cutting-edge portfolio management to advanced manufacturing. In this conversation, we talk about Oak Universe's unique take on the transformation of the European economy to secure supply chains and energy transition, and we get their specialized perspective on the 4th industrial revolution, or industry 4.0, as an opportunity for specialized investors. This was the publicly available portion of our interview with Thomas Bengtsson, Head of Investments at Oak Universe. The rest of the interview is exclusive to accredited investors who are members of Palico. The extended version covers: Their target investmentsInsights into their target returnsA look at the competitive landscape in their spaceIf you are an accredited investor you can join Palico for free and listen to the rest of the conversation and other exclusive content like this. Head over to Palico.com to apply. Palico is the leading online marketplace where LPs, from single-family offices to large pension funds, can discover and access PE funds and their managers on our primary marketplace and where LPs can access and divest PE fund interests on our secondary marketplace. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In this episode of Capital Calls, we welcome Brian Smiga of Alpha Partners, whose PE fund strategy focuses on growth-stage private technology companies, led by the world’s best investors. Through its unique relationships with over 700 early-stage VCs, Alpha Partners is able to create access to over 20% of Series C+ deals. As a reminder, this is our publicly available interview. The full interview is accessible to accredited investors who are members on Palico. The extended version covers: What exit opportunities will there be amid the slowdown in the M&A and IPO marketsKey insights and lessons from their past dealsSpecific information on how you can be a part of Alpha Partners’ investment processIf you are an accredited investor you can join Palico for free and listen to the rest of the conversation and other exclusive content like this. Head over to Palico.com to apply. Palico is the leading tech platform where LPs, from single-family offices to large pension funds, can discover and connect with PE funds on the primary market and where they can divest PE fund interests on the secondary market. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

Hello listeners, in this episode of Capital Calls, we welcome Andrew Axelrod, managing partner, and portfolio manager at Axar Capital, whose PE fund strategy focuses on turnaround and distressed investments in the North American middle market. This is an extremely timely interview in light of ongoing macroeconomic events. As a reminder, this is our publicly available interview. The full interview is accessible to accredited investors who are members of Palico. The rest of the interview is exclusive to accredited investors who are members of Palico. The extended version covers: The impact of recent macroeconomic factors on Axar’s investment propositionAxar’s investment selection approachAnd their fund returns expectations If you are an accredited investor you can join Palico for free and listen to the rest of the conversation and other exclusive content like this. Head over here to apply. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In this episode of Capital Calls, we welcome two guests from Millennium Bridge Capital. Managing Director, Brian Knitt, and Principal, Garrett Fitzgerald. Millennium Bridge Capital has been a pioneer in the co-investment space since 2004. Their strategy targets the North American lower middle market, primarily focusing on direct and indirect buyout/control investments. In this conversation, we explore the keys to Millennium Bridge Capital’s long-lasting success and how they’ve combined traditional PE fund of funds investing with systematic co-investments results to drive more favorable all-in fees than direct fund investing. Enjoy this conversation with our host Lucas Lin. As a reminder, this is our publicly available interview. The full interview is accessible to accredited investors who are members of Palico, register here to access it. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In this episode of Capital Calls, we welcome Johannes Rabini and Stefan Beil, Managing Partners at Sobera Capital, a firm that focuses specifically on the niche but thriving area of direct secondary transaction in the European market. In this conversation, they lead us through their long history in this unique strategy and what has made them so successful at sourcing opportunities. Enjoy this conversation with our host Lucas Lin. As a reminder, this is our publicly available interview. The full interview is accessible to accredited investors who are members on Palico on Sobera’s fund profile page. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

Hello listeners, in this episode of Capital Calls, we welcome John Zic, Partner and Founding team member of EQUIAM — a fund that can easily be characterized as the ‘Moneyball’ of VC investing. John leads us through EQUIAM’s remarkable story and unique strategy that uses its proprietary data-driven model to achieve top quartile results. Take a listen as John takes us through Equiam’s ability to: Enjoy this conversation with our host Lucas Lin. As a reminder, this is our publicly available interview. The full interview is accessible to accredited investors who are members on Palico on EQUIAM’s fund profile page. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In this episode of Palico Capital Calls we talk to Hans van Houwelingen, Managing Partner at Urban Impact Ventures, a European Impact Venture Capital Firm on a mission to improve urban quality of life in Europe. Diving deep into what investing in urban spaces means and why it is underserved, Hans gives us a clear view into UI Ventures’ network, diversification strategy and impact framework. We talk about decarbonization and circularity, and Hans brings all this to life as he describes some of the investments they’ve made to date. Enjoy this conversation with our host Lucas Lin. As a reminder, this is our publicly available interview. The full interview is accessible to accredited investors who are members on Palico on UI Ventures’ fund profile page. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In this episode of Capital Calls we talk to Boris Bakech and Eric Boustouller, partners at C4 Ventures. We dive into the explosive success that C4 Ventures has already seen since its founding in 2014 and get an inside look at how they’ve already been able to see 8 of their portfolio companies reach unicorn status including well known investments that you’ll be familiar with such as Nest, Foursquare and Via. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In this episode we talk to Borja de Roda, Managing Partner at Beka Asset Management, a fund that specializes in real asset investments. Borja presents the fund's investment strategy with special focus on farming-related businesses. He takes us through the details of investing in agribusinesses, how it complies with the fund’s ESG strategy and the associated returns related to the sector. Borja de Roda has been involved in private equity real assets for over ten years now. He is the Managing Partner and CEO of the Asset Management Division of Beka Finance (formerly known as Gala Capital) where he has now spent almost 7 years. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In this episode we talk to Natalie Adomait, Managing Director in Brookfield’s Renewable Power Group focused on impact investments. This is a timely conversation as the effects of climate change become increasingly evident. With Natalie, we get concrete insights into Brookfield’s investment philosophy and how the pursuit of creating a positive impact can also drive positive commercial returns. Enjoy this conversation with our COO, Claire Commons, as we delve into impact investing from someone who has been in the field long before it became such a buzzword. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

We have a special episode as we catch up with the host of this very podcast Claire Commons, COO and Head of Strategy at Palico. Claire worked for over 20 years in private equity having worked on behalf of pensions, endowments and families. Now as a leader in the PE tech space, we talk to her about the trends we are seeing across the InvestTech space and the rapid changes they are bringing to the PE industry as a whole. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

Our guest this month is Andres Hefti, Partner at Multiplicity Partners, an investment firm specialized in providing liquidity solutions to holders of private market funds and distressed assets. In our conversation, he explains how Multiplicity Partners shifted from being an advisory firm to becoming an investor in PE secondaries. Mr Hefti shares his experience and enthusiasm for the secondary market and takes us through some real-life examples that demonstrate why this asset class is so promising. He gives us a direct view into how his firm sources and values opportunities. And we also get some great pointers on best practices and what to avoid when pursuing a secondary deal. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In today’s episode, we welcome Neetesh Kumar, Partner at Spruceview Capital Partners, a fund of funds investing in low and mid-market buyout funds in the United States. He takes us through Spruceview’s specific investment strategy, using real-life examples that illustrate the valuable opportunities that can be found in these specific markets and how it makes Spruceview so unique as investors. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In today’s episode, we welcome Maureen Stancik Boyce and Amy Salzhauer - both Managing Partners and co-founders of Good Growth Capital. Founded in 2015, Good Growth Capital is an early-stage venture capital firm known for its expertise in finding, cultivating, and assessing complex science and technology start-ups. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

As a category endowments and foundations include some of the most sophisticated and prominent institutional investors. They have been long known for generating outsized returns from top-quality investment programs. With the pandemic, E&F investment portfolios are being relied on even more to support underlying operations. In this context, we spoke to 3 prominent guests from prestigious E&F programs: Abigail Archibald, Senior Portfolio Manager at the Andrew Mellon Foundation, Lisa Vazquez, Portfolio Manager at Mass General Brigham, and Kristin Reynolds, Partner & co-head of the E&F practice at NEPC. We get their thoughts on the top decisions they are making as they navigate unprecedented challenges. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

We speak with Jennifer Choi, Managing Director for Industry Affairs at ILPA as she shares her view of the LP industry in recent months, how the crisis has impacted LPs engagement with GPs, and how ILPA has adapted to continue to serve the interests of LPs. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

From partnering with Elon Musk to describing how Brookfield became a technology investor, Josh Raffaelli, Managing Director at Brookfield Asset Management and former Managing Director at Silver Lake takes us through his different experiences in technology investments. We talk about a special unit called Brookfield Technology Partners —a branch of Brookfield that invests in technologies that digitize the built world. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

In this episode we’ll be talking about Endowments and Foundations with Brendon Parry, Managing Director & Head of Private Equity at TIFF. It is an interesting time for Endowments and Foundations as they face particular challenges brought on by the pandemic, and so our conversation is that much more meaningful as we talk to one of the foremost thought leaders in the space of PE investing for E&Fs. In the chat Brendon reflects on TIFF’s investment principles, how certain Endowments & Foundations remain solid despite the challenges brought on by Covid-19, and trends towards secondaries & co-investment opportunities. All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.

A panel discussion featuring senior executives from VCFA, Coller Capital and Hamilton Lane. We discuss- How technology helps Secondary buyers to make decisions? What reasonable expectations a seller should have during COVID-19? How buyers deploy their record amount of dry powder and their opinion on the cyclic nature of portfolio cash flows? And much more! All investment opportunities listed on www.palico.com (the “Site”) available to U.S. investors are offered through Palico LLC, a wholly-owned subsidiary of Palico SAS. Palico LLC is a member of SIPC and a registered broker-dealer with FINRA in the US.