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 […]