- Co-Head, Private Investments
United States, Institutional
Change
The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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.
Key topics:
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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