EPISODE · Nov 7, 2025 · 20 MIN
Beyond Rate Cuts: Conservative Capital, Disciplined Growth - Part A
from BDO Private Equity PErspectives Podcast
In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss:The impacts of interest rate cuts on dealmaking strategies and investment outlooksHow both PE firms and family offices are prioritizing long-term value creationPractical strategies for helping portcos protect and improve margins amid macroeconomic pressures
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How do today’s investors keep driving growth while navigating inflation, rising labor costs, and uneven demand?
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Beyond Rate Cuts: Conservative Capital, Disciplined Growth - Part A
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