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A Private Equity Conversation: Investor Perspectives, Sustainability and Outlook

State Street LIVE Research Retreats deliver insights and intelligence on the trends and topics impacting global markets and our clients.

December 2021

To better understand what’s behind the explosive growth in private equity investing, we’ve brought together two industry experts who’ve been following the PE market for decades.

David Rubenstein, Bloomberg TV commentator, co-founder and co-chairman of The Carlyle Group, and Josh Lerner, academic partner of State Street Associates and Jacob H. Schiff Professor of Investment Banking at Harvard Business School, discuss the outlook for private markets in 2022 and beyond.

Topics include sustainability of the recent boom in returns for private equity and venture capital; challenges of due diligence, the outlook for non-US funds; changing investor objectives and increased awareness of ESG and diversity issues affecting private capital. Their chat also covers the challenges of changing leadership in private equity companies.