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LPeC: Listed Private Capital (lpec)

LPeC: Exploring listed private capital - resilience and opportunity. Part 1 of 2. July 2022

12 July 2022

Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment.

In this, the first of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies.

Deborah Botwood Smith, CEO, LPeC.
00:16 – Introduction
01:08 – What is Listed Private Capital?

Paul Daggett, Managing Director, Neuberger Berman
05:19 – Introduction
06:56 – NBPE’s Co-investment Approach
08:09 – Investing in Private Companies to Generate Long-term Growth
10:04 – Portfolio and Diversification
12:06 – Key Investment Themes
13:36 – Financial Highlights
15:05 – Dividend Policy
16:23 – Conclusion

Hamish Mair, Managing Director, Columbia Threadneedle Investments
18:08 – Introduction & Overview
22:03 – Financial Highlights and Performance
25:11 – Co-investment summaries
28:59 – Realisations in 2022 to date
29:49 – Portfolio and Diversification
33:14 – Conclusion and Outlook

Kristof Vande Cappelle, CFO, Gimv
35:22 – Introduction and overview
37:44 – Portfolio and Diversification
43:14 – Financial Highlights and Performance
51:42 – ESG

54:00 – Q&A

LPeC: https://www.listedprivatecapital.com/
Neuberger Berman: https://www.nb.com/en/global/home
Columbia Threadneedle Investments: https://www.columbiathreadneedle.co.uk/en/intm/
Gimv: https://www.gimv.com/en

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About PIWORLD

PIWORLD provides investors with the latest news and insight to listed companies and their management teams through either live or recorded results presentations, corporate overviews, management interviews and Capital Market Days. Together with interviews from leading fund managers, market specialists and esteemed private investors, we aim to keep the private investor community up to date and informed.

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PIWORLD delivers high quality audio and video content to present anything from full-year and interim results to Capital Markets Days and corporate overviews. We bridge the gap between listed companies and the private investor community, who drive the share price and provide liquidity, providing a time and cost effective medium to reach this diverse and important audience.