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 - Introduction01:08 - What is Listed Private Capital? Paul Daggett, Managing Director, Neuberger Berman05:19 - Introduction06:56 - NBPE's Co-investment Approach08:09 - Investing in Private Companies to Generate Long-term Growth10:04 - Portfolio and Diversification12:06 - Key Investment Themes13:36 - Financial Highlights15:05 - Dividend Policy16:23 - Conclusion Hamish Mair, Managing Director, Columbia Threadneedle Investments18:08 - Introduction & Overview22:03 - Financial Highlights and Performance25:11 - Co-investment summaries28:59 - Realisations in 2022 to date29:49 - Portfolio and Diversification33:14 - Conclusion and Outlook Kristof Vande Cappelle, CFO, Gimv35:22 - Introduction and overview37:44 - Portfolio and Diversification43:14 - Financial Highlights and Performance51:42 - ESG 54:00 - Q&A LPeC: https://www.listedprivatecapital.com/Neuberger Berman: https://www.nb.com/en/global/homeColumbia Threadneedle Investments: https://www.columbiathreadneedle.co.uk/en/intm/Gimv: https://www.gimv.com/en