Kasper Wichmann (Host): Welcome to Balentic Edge! Today, we’re diving into the evolving landscape of private equity. I’m joined by three incredible guests. Emma Carter, Managing Director at Apex Capital Partners, Javier Morales, Head of Private Investments at Nexus Global Fund, and Sophia Lin, Private Equity Analyst at Arcadia Research.

Kasper Wichmann: Emma, let’s start with you. What do you see as the biggest shift in private equity over the past year?

Emma Carter: Great question, Kasper. The biggest shift, in my view, is the increasing focus on sustainable investing. More firms are prioritizing ESG factors, not just because it’s the right thing to do, but also because it’s becoming increasingly clear that sustainability is tied to long-term value creation.

Kasper Wichmann: Interesting. Javier, do you agree with Emma’s take? How is Nexus Global Fund approaching this trend?

Javier Morales: Absolutely. We’ve seen the same trends. For us, it’s been about integrating sustainability into every stage of our investment process. From screening companies to actively engaging with them post-investment, it’s essential for risk mitigation and growth potential.

Sophia Lin: And from an analyst perspective, I’m seeing more data-driven approaches. We’re using more sophisticated models to assess not just financial returns, but also the broader impact of investments.

Kasper Wichmann: Fascinating insights. Let’s dig deeper into that data-driven approach after the break.