Beyond top quartile: Rethinking LP Strategy in Private Markets
Launch Orca Request a call https://www.youtube.com/watch?v=jOB2oykFi3o In this episode of Balentic Edge, Matt Curtolo – seasoned LP and private markets advisor – joins Kasper Wichmann to unpack why top-quartile chasing is a myth, how small LPs can turn agility into edge, and what smart sourcing looks like in a noisy, access-constrained market. From manager selection […]
The NAV Loan Revolution: Risk and Rewards Unveiled
Launch Orca Request a call In this special episode* of Balentic Edge, Kasper is joined by our Balentic in-house private markets expert Alex who unpacks the NAV loan revolution reshaping private equity. Learn why GPs are turning to NAV-based financing, the risks for LPs, and how this trend could redefine fund liquidity strategies. *This is […]
Inside Long Arc Capital: Execution Over Hype
Launch Orca Request a call https://youtu.be/Ql6PYw-YTvQ In this episode of Balentic Edge, Gaurav Bhandari, Managing Partner & CIO at Long Arc Capital, joins Kasper to discuss building capital-efficient, high-conviction platforms in fintech and enterprise software. From avoiding the hype cycle to scaling with precision, Gaurav shares what sets Long Arc apart and why the best […]
Thematic Investing: Energy Transition
Launch Orca Request a call https://www.youtube.com/watch?v=ee2BOfHrCfQ In this episode of Balentic Edge, host Kasper Wichmann is joined by veteran equity analyst Simon Powell to unpack the $50 trillion opportunity at the heart of energy transition. With themes driving capital allocation across private markets, energy is quickly emerging as the most urgent—and investable—theme of all. From […]
SuperReturn Berlin – Special Edition
Launch Orca Request a call Insights from SuperReturn International 2025. In this special, concise edition of Balentic Edge, Kasper Wichmann and our in-house expert Alex share firsthand perspectives from one of the private equity industry’s most anticipated events — SuperReturn International 2025 in Berlin. Together, they discuss major market themes, including the mainstreaming of GP-led continuation […]
Inside Tikehau Capital’s private equity Aerospace & Defence Strategy
Launch Orca Request a call https://www.youtube.com/watch?v=O1nNIMcWdT4 In this conversation, Thomas Friedberger, Group Deputy CEO and Co-CIO of Tikehau Capital, discusses the evolution of Tikehau Capital, its investment philosophy, and the strategic focus on aerospace and defense sectors. He highlights the changing landscape of defense investments, the importance of resilience in economic value creation, and the […]
SE Asia in Focus: Collyer Capital on Opportunity, Risk & LP Strategy Shifts
Launch Orca Request a call https://www.youtube.com/watch?v=LH2llFBl2lY In this episode, host Kasper Wichmann sits down with Eric Marchand, Partner at Collyer Capital, an independent private equity and venture capital fund manager based in Singapore. Eric shares his personal journey through global finance — from GE Capital to CDC Group, Unigestion, and Campbell Lutyens — and explains […]
From Volatility to Value: C Capital’s Take on Asian PE
Launch Orca Request a call https://www.youtube.com/watch?v=FFVAw2q-PCw In this episode of Balentic Edge, host Kasper Wichmann discusses the rising importance of Asia as a key investment opportunity in private markets. With C-Capital’s unique approach to navigating this dynamic region, Kasper explores how the firm is leveraging its expertise to uncover high-growth opportunities in Asia. He delves […]
Thematic investing: The Future of Capital Allocation
Launch Orca Request a call https://www.youtube.com/watch?v=jQOuEekLwbc In this episode of Balentic Edge, host Olga Sachura explores why thematic investing is gaining traction in private markets. Investors are no longer just asking about asset classes—they want to know what future they’re backing. From energy transition and AI to demographic shifts, themes are shaping capital allocation like […]
