Talking Capital

Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. This podcast and any opinions expressed do not constitute investment advice and does not constitute an offer to sell or a solicitation of an offer to purchase any security or any other investment or product. Nothing said during this podcast should be construed as an invitation or inducement to engage in investment activity. All information and opinions expressed herein are current as of publication of the podcast and are subject to change without notice. The information contained in this podcast does not constitute research or recommendation from Ca

Talking Capital is a business podcast hosted by Capital Generation Partners, with 67 episodes on record and a Required Pod Score of 80.

Capital Generation Partners hosts Talking Capital, a business show with 67 episodes published.

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  Episode #68

  Private Equity: identifying specialist managers in a maturing market

  Oct 1, 202628 min

  In this episode, Ian is joined by Enrica Dacomo, Director and Private Equity Lead at CapGen, to discuss the theme of sector specialisation in private equity, including: The current opportunities within private equity and the case for sector specialisation Our manager research process and the importance of a proactive, long-term approach Greenbriar’s investment strategy and the rationale for selecting them as a specialist mid-market partner

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  Episode #67

  Private Equity: navigating the market through sector specialisation

  Sep 3, 202629 min

  In this episode, Ian is joined by Chady Jouni, CapGen's new CIO, to discuss the theme of sector specialisation in private equity, including: The current private equity landscape and its role within multi-asset portfolios Areas of opportunity within private equity The case for mid-market sector specialist managers

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  Episode #66

  In conversation with Clean Energy Transition's Per Lekander: the origins, philosophy and practice of energy investing

  Jul 2, 202631 min

  In this episode, Ian is joined by Per Lekander, Founder & CEO of Clean Energy Transition, a thematic investment manager which seeks to capitalise on the changes in the global energy sector. Together they discuss: Per's career in the energy sector and the origins of Clean Energy Transition The firm's investment philosophy and their approach to identifying opportunities A case study of a successful investment, from initial concept to investment and exit

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  Episode #65

  Energy Transition: opportunities, processes and manager selection

  Jun 4, 202630 minS0

  <p>In this episode, Ian is joined by Mario Acquistapace, Investment Research Director at CapGen, to discuss the theme of energy transition, including:</p>An overview of the energy transition landscape, including the drivers and opportunitiesThe evolution of our investment research process Clean Energy Transition's investment strategy and our rationale for selecting them as a partner<br/>

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  Episode #64

  Energy Transition: market drivers, portfolio integration and long-term implementation

  May 7, 202628 minS0

  <p>In this episode, Ian is joined by Donald McFarlan, Portfolio Management Director at CapGen, to discuss the theme of energy transition, including:</p>Market overview: what do we mean by energy transition, what are the drivers and how can investors access this opportunity?Portfolio context: how can energy transition be integrated into client portfolios?Implementation: how are we are evolving our approach to energy transition to provide long-term exposure?<br/>

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