Russel Pillemer of Pengana at our BBG Finance Forum on 25 August - Talking Private Equity and Small Caps

We were thrilled to have Australia’s leading fund manager - Russel Pillemer - talk equities at our virtual breakfast of 25 August - Russel shared his view of the market and gave us a view of "where to from here" - as it relates to investing in small caps.

Below are excerpts of Russel's presentation and some insites from the Think Tank 

Some highlights 

• Stats on Private Equity returns vs Listed Equity returns - staggering 
• High Risk - High Return - good managers look for low risk - high return! 
• Look for 10-20% of capital allocated to PE - with family offices up to 30% 
• What to look for in Private Equity and Small Caps
• Good corporate governance and reporting
• Great leader and teams - the people 
• strong balance sheets
• A solid defined market
• Compelling Valuations - buying well 
• Gapping - and trying to "catch the falling knife"
• Find a great fund manager that takes an active part in growth of investees - strong leaders and teams - 

If you are a finance professional - join us at our finance forum - and let’s explore ways in which we can collaborate

Here’s the link to join us at our next forum https://www.bbg.business/bbg-events/events-australia