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In the first episode of WellSaid Season 2, Co-Head of Private Investing Michael Carmen joins host Thomas Mucha to share his constructive outlook for today's rapidly evolving private market landscape. In addition, they discuss the role of ESG in privates, how Wellington collaborates with entrepreneurs, and much more.
Listen below or on Simplecast, Apple, or Spotify.
2:00 – Private equity outlook for 2023
4:30 – Potential recession
5:40 – A new deal and valuation regime
8:10 – How the macro environment impacts privates
9:50 – ESG in private markets
10:55 – Working with founders
14:25 – Personal observations
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