The Signal: A Third Bridge Podcast for Investment Professionals

In this webinar recording Third Bridge's Co-founder Joshua Maxey, industrials and energy analyst Peter McNally, and Mergermarket’s Senior PE specialist, Harriet Matthews discuss the trends reshaping the PE industry and the lure of infrastructure investing.

In this webinar recording Third Bridge's Co-founder Joshua Maxey, TMT veteran Scott Kessler, and Mergermarket’s Senior PE specialist, Harriet Matthews unpack the trends reshaping the PE industry and take a deep dive into AI investing.

Kay Guest of Aviva Investors, Mike Carrodus of Substantive Research, and Joshua Maxey of Third Bridge discuss how to navigate the investment research market and get the most out of your budget.

Ivan Peytchev, Senior Vice President, Private Equity at Brookfield Asset Management talks to us about the type of deals being done in today's market, how PE is innovating, and the intersection between traditional infrastructure and traditional private equity.

In this episode, Ernest Arvai, President of The Arvai Group, and Peter McNally, Third Bridge’s Global Sector Lead for IME, discuss the aviation industry's response to pilot and mechanic shortages, disrupted business travel, electrification, and M&A activity.

In this episode, Matt Bruhn, Chief Executive of Craft Standard and Alex Smith, Third Bridge’s Global Sector Lead for Consumer, discuss how the US alcoholic beverages market being reinvented.

In this episode, Benedic Ippolito of The American Enterprise Institute for Public Policy Research and Lee Brown, Third Bridge’s Global Sector Lead for Healthcare take a deep dive into the Inflation Reduction Act and what it means for US healthcare provision.

In this episode, we take a look at how TikTok, Instagram, and YouTube are battling to dominate the short-form video category. Scott Kessler, Third Bridge's Global Sector lead for TMT, and Sunil Singhvi, former Instagram partnerships lead for N Europe, explain each company's strategy and why it's so important to their future.

This episode of The Signal is a compliance special, featuring Paul Caulfield, General Counsel and CCO at Third Bridge, and Kapil Kirpalani, CCO for APAC at KKR. At the heart of their discussion are the importance of corporate culture, ongoing dialogue with regulators, as well as the future of the compliance landscape.

In this episode of The Signal, Marc Rubinstein discusses what he has learned during his 25 years investing in financial markets, how the 2007-08 financial crisis was a turning point in his career, and today’s "regime shift".

As one of the first institutional investors in digital assets, Kevin Kang, founding principal of BKCoin Capital, talks about the genesis of his firm, debunks the myths surrounding this asset class, and tells us why allocators and managers should believe the future is bright for digital assets.

Third Bridge’s VP, US, Peter Hobson, and Eric Grover, Principal of Intrepid Ventures, discuss the future of card payment networks, their potential for further growth plus the intensifying regulatory environment.

Third Bridge’s Global Sector Lead for TMT, Scott Kessler, and Chris Collins, former Development Director at EA’s DICE Studio and owner of global video game consulting firm 16bit, discuss how the nature of gaming has changed, gaming as a precursor for the metaverse, and the sector’s biggest challenges and opportunities.

With over 30 years of experience investing in emerging markets, Mark Mobius of Mobius Capital Partners LLP talks to Third Bridge about his investment philosophy, career highlights and thoughts on current market conditions.

This episode digs deep into the factors driving a US healthcare crisis with Third Bridge’s Global Sector Lead for Healthcare, Lee Brown, and Safa Elshanshory, a strategist at a private healthcare services company. They discuss the potential impact of Medicare and Medicaid’s projected insolvency, how a recession will worsen the situation, and where that could leave those most in need of care.

Third Bridge’s Global Sector Lead for Consumer, Alex Smith, and Alex Brown, CEO at Baleigh Investments, discuss the many pressures facing retailers and suppliers amid today’s cost of living crisis. We also cover how the competitive landscape is evolving, and the contrasts between emerging and developed grocery markets.

Peter McNally, Third Bridge’s Global Sector Lead for IME, and Neil Atkinson, an independent oil expert, shine a light on the unprecedented challenges facing the global energy sector, the evolving energy mix, and some of the most innovative solutions on the horizon.

If you’re a professional investor looking for a unique new source of unbiased insights - and a distinctive signal in the noise - tune in! As a market-leading global investment research firm, Third Bridge interviews hundreds of specialists every day. These specialists cover investment targets as diverse as US vegan food manufacturers and European gene therapy to Chinese solar energy and Israeli cyber security. Catherine Ford, a journalist with a 20-year track record of reporting on a wide range of financial topics, including capital markets developments and M&A, introduces 'The Signal'. In each episode, she'll take a deep dive with some of Third Bridge’s most remarkable specialists and clients - to uncover what investors need to know.