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In this webinar recording Third Bridge's Co-founder Joshua Maxey, industrials and energy analyst Peter McNally, and Mergermarket’s Senior PE specialist, Harriet Matthews discuss the trends reshaping the PE industry and the lure of infrastructure investing.Third Bridge tarafından oluşturuldu
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In this webinar recording Third Bridge's Co-founder Joshua Maxey, TMT veteran Scott Kessler, and Mergermarket’s Senior PE specialist, Harriet Matthews unpack the trends reshaping the PE industry and take a deep dive into AI investing.Third Bridge tarafından oluşturuldu
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Ivan Peytchev, Senior Vice President, Private Equity at Brookfield Asset Management talks to us about the type of deals being done in today's market, how PE is innovating, and the intersection between traditional infrastructure and traditional private equity.Third Bridge tarafından oluşturuldu
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In this episode, Ernest Arvai, President of The Arvai Group, and Peter McNally, Third Bridge’s Global Sector Lead for IME, discuss the aviation industry's response to pilot and mechanic shortages, disrupted business travel, electrification, and M&A activity.Third Bridge tarafından oluşturuldu
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In this episode, Benedic Ippolito of The American Enterprise Institute for Public Policy Research and Lee Brown, Third Bridge’s Global Sector Lead for Healthcare take a deep dive into the Inflation Reduction Act and what it means for US healthcare provision.Third Bridge tarafından oluşturuldu
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In this episode, we take a look at how TikTok, Instagram, and YouTube are battling to dominate the short-form video category. Scott Kessler, Third Bridge's Global Sector lead for TMT, and Sunil Singhvi, former Instagram partnerships lead for N Europe, explain each company's strategy and why it's so important to their future.…
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This episode of The Signal is a compliance special, featuring Paul Caulfield, General Counsel and CCO at Third Bridge, and Kapil Kirpalani, CCO for APAC at KKR. At the heart of their discussion are the importance of corporate culture, ongoing dialogue with regulators, as well as the future of the compliance landscape.…
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As one of the first institutional investors in digital assets, Kevin Kang, founding principal of BKCoin Capital, talks about the genesis of his firm, debunks the myths surrounding this asset class, and tells us why allocators and managers should believe the future is bright for digital assets.Third Bridge tarafından oluşturuldu
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Third Bridge’s Global Sector Lead for TMT, Scott Kessler, and Chris Collins, former Development Director at EA’s DICE Studio and owner of global video game consulting firm 16bit, discuss how the nature of gaming has changed, gaming as a precursor for the metaverse, and the sector’s biggest challenges and opportunities.…
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This episode digs deep into the factors driving a US healthcare crisis with Third Bridge’s Global Sector Lead for Healthcare, Lee Brown, and Safa Elshanshory, a strategist at a private healthcare services company. They discuss the potential impact of Medicare and Medicaid’s projected insolvency, how a recession will worsen the situation, and where …
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Third Bridge’s Global Sector Lead for Consumer, Alex Smith, and Alex Brown, CEO at Baleigh Investments, discuss the many pressures facing retailers and suppliers amid today’s cost of living crisis. We also cover how the competitive landscape is evolving, and the contrasts between emerging and developed grocery markets.…
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Peter McNally, Third Bridge’s Global Sector Lead for IME, and Neil Atkinson, an independent oil expert, shine a light on the unprecedented challenges facing the global energy sector, the evolving energy mix, and some of the most innovative solutions on the horizon.Third Bridge tarafından oluşturuldu
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If you’re a professional investor looking for a unique new source of unbiased insights - and a distinctive signal in the noise - tune in! As a market-leading global investment research firm, Third Bridge interviews hundreds of specialists every day. These specialists cover investment targets as diverse as US vegan food manufacturers and European ge…
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