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Market Wraps
koda capital
Latest news and analysis on koda capital
Funds
December 06, 2022 08:12
Targeting 20% returns from US natural gas assets
Listen hereAndrew joins David to discuss the Longreach Energy Income Fund, a fund that targets a total return of 20% p.a. (net of fees) inclusive of an income...
David Clark
Koda Capital
December 06, 2022 08:12
Private Markets
November 22, 2022 08:21
Cameron Blanks - Engineering a path from MIT to private equity
Cameron joins David to discuss his career to date, including his studies in engineering at MIT, as well as the origins of Pacific Equity Partners (PEP), and the...
David Clark
Koda Capital
November 22, 2022 08:21
Investment Theme
November 16, 2022 09:59
Suzanne Gauron of Goldman Sachs - Enhancing returns through private equity
Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class's performance when compared to their traditional...
David Clark
Koda Capital
November 16, 2022 09:59
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Private Markets
October 11, 2022 09:22
Alisa Wood of KKR - Why private assets?
Alisa Wood of KKR joins David to discuss the attractiveness of private assets in the current environment.Founded in 1975, KKR & Co. Inc. is a global investment company...
David Clark
Koda Capital
October 11, 2022 09:22
Funds
September 27, 2022 09:00
Justin Borus - Israel's once in a cycle opportunity
Justin again joins the podcast to provide an insight into the current strategy and outlook for the Ibex Israel fund considering the recent economic environment. Justin...
David Clark
Koda Capital
September 27, 2022 09:00
Funds
August 30, 2022 08:29
Private debt in a rising rate environment
Adrian again joins the podcast to discuss the current economic environment and in particular, how it is impacting private debt and Merricks’ Partners Fund. Adrian is...
David Clark
Koda Capital
August 30, 2022 08:29
Equities
August 03, 2022 09:09
Frank Macindoe - The impact of bond markets on equity valuations
In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide his...
David Clark
Koda Capital
August 03, 2022 09:09
Funds
July 05, 2022 07:43
Ian Beatty - Trading liquidity for opportunity
In this episode of Inside The Rope, David is joined by Ian Beatty the Managing Partner of SecondQuarter a fund that primarily invests in growing but commercially...
David Clark
Koda Capital
July 05, 2022 07:43
Equities
June 21, 2022 09:06
Mark Landau - Absolute returns throughout the cycle
Mark Landau joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1's...
David Clark
Koda Capital
June 21, 2022 09:06
Equities
June 01, 2022 07:52
John Hempton - Cutting through the uncertainty
John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are...
David Clark
Koda Capital
June 01, 2022 07:52
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