From Efficiency to Resilience: Navigating a New Era in Private Markets (With Thomas Friedberger, ...

In this episode of Private Markets 360°, we welcome Thomas Friedberger, Co-CIO of Tikehau Capital. Thomas discusses the shifting macro environment in private markets and the transition from efficiency to resilience as a new paradigm for value creation. With concerns ranging from long cycles of low growth to the evolving role of capital expenditure, Thomas offers a compelling view on how private markets must adapt to these profound changes. Thomas also shares Tikehau's low-leverage approach and focus on enablers of resilience, including energy transition, aerospace and defense, as well as opportunities across credit and debt. Credits: • Host/Author: Chris Sparenberg and Jocelyn Lewis • Guests: Thomas Friedberger • Producer: Georgina Lee • Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany