Coming off record-setting years in 2020 and 2021, private markets faced a starkly more challenging environment in 2022 across a range of metrics, including fundraising, deal activity, exit activity, and leverage levels. In the following short videos, Louise Woltz Smith, Managing Director, Private Equity at Apogem Capital, discusses potential risks, as well as attractive opportunities that could arise from this more challenging environment.
Deal Activity & Valuations: Louise addresses the impact of economic uncertainty, rising rates, and a sharply declining leveraged loan market on deal activity and valuations in 2022 and looks ahead to new risks and opportunities in 2023.
Due Diligence Priorities: Louise highlights key areas of focus as the team underwrites new opportunities in the current environment.
PE Performance & Resilience: Louise examines the types of PE portfolios that might perform best in a rising rate or recessionary environment.
Private Markets Risks & Opportunities: Louise discusses how private markets today compare to the Global Financial Crisis and evaluates where there are new risks and opportunities.