Private Money – Live with Nizar Tarhuni

Published on
May 15th, 2020
Duration
59 minutes

The World Beyond Our Shores – Live with Michael Nicoletos


Private Money – Live with Nizar Tarhuni

Live ·
Featuring Nizar Tarhuni

Published on: May 15th, 2020 • Duration: 59 minutes

A lot has been said about the spectacular moves in financial markets since COVID-19 became a part of our lives. Between the liquidation in March, multi-trillion dollar stimulus packages, and Fed intervention, it can be easy to forget that there are other markets out there. We here at Real Vision have not forgotten, which is why in this week’s segment of Live, we delve into the world of private equity, private credit, and venture capital to get a firsthand look at how these less understood spaces are being impacted by the virus. Nizar Tarhuni, Director of Research & Analysis at PitchBook Data, will be joining us to follow up on his report, “US Private Equity During Economic Turmoil” (available to all Plus + members), and guide us through the nebulous world of private finance.

Comments

Transcript

  • SL
    Sean L.
    18 May 2020 @ 22:59
    When he says 6x ebitda, is he referring to debt being 6x ebitda, or equity valuation 6x ebitda?
    • RJ
      R J.
      19 May 2020 @ 02:13
      Correct.
    • RJ
      R J.
      19 May 2020 @ 02:17
      Also unpacking EBITDA expansion which he discusses as "EBITDA" + "Potential EBITDA" = "Total EBITDA" which to use your example leverage is calculated using "Total EBITDA".
    • RB
      Roderick B.
      26 May 2020 @ 23:42
      He's referring to debt being 6x EBITDA.
  • tr
    tom r.
    22 May 2020 @ 01:36
    Only listened to for 15 min. because info is so general. He didn't name a single fund or investment he loves right now. Sophisticated investors are looking for actionable, specific names. Obviously there are several companies doing VERY well right now. A few would be CLX, STZ, CPB type companies that capitalize on this virus for instance. Advice on buying strategies such as selling puts etc. to buy cheaper.
    • MW
      Max W. | Real Vision
      22 May 2020 @ 14:49
      The video is about private markets. The companies you mentioned and put selling strategies are completely unrelated.
  • MJ
    Mike J.
    21 May 2020 @ 04:50
    Alex has a great thinking process. I look forward to reading what ever he writes. Raoul, great job of pulling the info out that we want to hear!
  • KB
    Kevin B.
    20 May 2020 @ 22:08
    I love that you guys used the platform to put the spotlight on private markets on the RV platform.
  • ar
    andrew r.
    19 May 2020 @ 14:55
    I liked this interview. Nizar puts a lot of data in each sentence, and he talks fast. So the total informational content per minute is very high -- which I prefer.
  • NH
    N H.
    19 May 2020 @ 05:51
    This was great. RV should bring more interviews on the Private Equity side. Thanks guys!