LPeC: Exploring listed private capital - resilience and opportunity. Part 1 of 2. July 2022

Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment. In this, the first of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies. Deborah Botwood Smith, CEO, LPeC. 00:16 - Introduction 01:08 - What is Listed Private Capital? Paul Daggett, Managing Director, Neuberger Berman 05:19 - Introduction 06:56 - NBPE's Co-investment Approach 08:09 - Investing in Private Companies to Generate Long-term Growth 10:04 - Portfolio and Diversification 12:06 - Key Investment Themes 13:36 - Financial Highlights 15:05 - Dividend Policy 16:23 - Conclusion Hamish Mair, Managing Director, Columbia Threadneedle Investments 18:08 - Introduction & Overview 22:03 - Financial Highlights and Performance 25:11 - Co-investment summaries 28:59 - Realisations in 2022 to date 29:49 - Portfolio and Diversification 33:14 - Conclusion and Outlook Kristof Vande Cappelle, CFO, Gimv 35:22 - Introduction and overview 37:44 - Portfolio and Diversification 43:14 - Financial Highlights and Performance 51:42 - ESG 54:00 - Q&A LPeC: https://www.listedprivatecapital.com/ Neuberger Berman: https://www.nb.com/en/global/home Columbia Threadneedle Investments: https://www.columbiathreadneedle.co.uk/en/intm/ Gimv: https://www.gimv.com/en