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The bubble is bursting soon - how should you change your PE strategy?

How much longer can the bull market last? This has been the key question on many people’s minds today.

There are plenty of signals in the current market conditions, in both the private equity industry and broader economy, from record purchase price multiples and dramatic growth in credit to record fundraising and accumulated dry powder.

At the same time, there are also a number of looming threats. Escalating global trade tensions, fluctuating commodity prices, and inflation at a six year high are just some of the things we have been seeing in recent times. There seems to be a collective sentiment that the next downturn is drawing close – but the main questions is, when?

Watch our panel session recording to find out:

  • How can firms prepare for the potential risks of a downturn? How does it impact your thinking and process when it comes to new investments?
  • Are there lessons learnt from the last downturn that might be useful? Or are the conditions and challenges too different this time round?
  • How, if at all, is a potential downturn affecting your marketing to LPs? How do you discuss downside risks and what returns they should expect?
  • Do LPs feel that private equity is a safer place for capital than other asset classes in this environment?
  • The bull market – is it about to end? What will it look like and what signs are we looking for?

Stay until the end to watch the full Q&A from the audience.

Panellists:

-          Andrew Wright, Partner, Kirkland & Ellis LLP

-          Daniel LeMoine, Principal, Brooke Private Equity Associates

-          Mark Gormley, Partner, Lee Equity

-          Chris Egan, Managing Director, Advent International

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