Unlock the secrets of structured real estate investments with insights from Vik Uppal, founder, CIO, and CEO of Mavik Capital. Get an experienced perspective on navigating the complex world of middle-market real estate credit. Vik shares his journey with host Matt Andrulot, of being a real estate operator and leading a cutting-edge investment firm, emphasizing the importance of risk management and aligning interests with limited partners in today's dynamic market.

How has the withdrawal of traditional lenders opened up unique opportunities for capital investment? Listen in on the strategies behind uncovering assets with robust credit profiles, focusing on risk mitigation and capital preservation. Understand macroeconomic factors like interest rates and political risks, and learn why flexibility and agility are crucial in seizing investment opportunities during uncertain times. Vik also sheds light on the growing demand for restructuring capital, revealing how Mavik Capital steps in with creative solutions.

Mavik Capital's adaptive approach to complex investments is something you'll want to hear. From targeting transactions in the $25 million range to maintaining a proactive business strategy, Vik explains how his firm achieves impressive returns by staying under the radar. With a focus on relationship-driven sourcing, this episode is packed with valuable insights.

An educational conversation with Derrek Ransford from Pathway Capital sheds light on the intricacies of venture capital, growth equity, global private equity, and buyouts. As a primer, he explains the difference between public and private equity markets.

Derrek breaks down the primary motivations for investors who chase private equity's superior returns, and he provides a comprehensive understanding of what that entails.

He explains the strategic flexibility in private markets, which he believes allows for longer-term strategies and better alignment among stakeholders. Learn about the importance of selecting top-tier managers and how a diversified portfolio can effectively incorporate private equity investments.

Private equity isn't for everyone. There are illiquidity premiums and capital deployment to mitigate risks.

Finally, we explore the timing and fees associated with private equity investments, including the "J-curve" phenomenon and the benefits of co-investments.

https://youtu.be/GAcKTwiQQZQ

Ever wondered how private infrastructure investments can offer stability and steady cash flows amidst volatile markets? Join us as we sit down with Nick Moller from JP Morgan to uncover the intricacies of core infrastructure. You'll gain insights into how regulated utilities, natural monopolies, and long-term contracted investments create a reliable backbone for your portfolio. Nick debunks common myths about infrastructure volatility and commodity sensitivity, revealing the strategic importance of these core assets, especially in an era of aging and outdated infrastructure.

Our conversation takes a global turn, examining the US market’s unique dynamics, including the pivotal role of municipal bonds and the benefits of a diversified approach. We discuss the implications of political changes, regulatory risks, and how the energy transition, bolstered by the Inflation Reduction Act, is reshaping investment landscapes. Learn how private capital is essential for replacing and modernizing infrastructure, and how private investors can align their long-term goals with these critical projects.

Nick defines infrastructure subsectors like digital infrastructure, rail, storage, and renewables, understanding their growth potential and inherent challenges. Each has complexities of expanding the power grid amid rising demands from AI-driven technologies and renewable sources.

Nick and Matt also discuss the impact of ESG factors on infrastructure investments, emphasizing their financial materiality and the role of governance and regulatory plays.

https://youtu.be/amtNSElxds8