From Efficiency to Resilience: Navigating a New Era in Private Markets (With Thomas Friedberger, Co-CIO of Tikehau Capital)
In this episode of Private Markets 360°, we welcome Thomas Friedberger, Co-CIO of Tikehau Capital. Thomas discusses the shifting macro environment in private markets and the transition from efficiency to resilience as a new paradigm for value creation. With concerns ranging from long cycles of low growth to the evolving role of capital expenditure, Thomas offers a compelling view on how private markets must adapt to these profound changes. Thomas also shares Tikehau's low-leverage approach and focus on enablers of resilience, including energy transition, aerospace and defense, as well as…
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