The Big Beautiful Bill
The Big Beautiful Bill just passed. The two biggest and most beautiful takeaways for private equity: 1. Carried interest = No
News
8 posts
Tariffs Impact Businesses Very Differently
Tariffs impact businesses very differently. In stark contrast to my nosediving public equity portfolio, here’s a somewhat positive real-life
Bain 2025 PE Annual Report
Bain & Company's 2025 PE annual report. My key takeaways: • Sluggish distributions as funds continue to see fewer
New Podcast Announcement
New podcast: Meeting of the Minds 🎙 Dropping tomorrow morning (Wednesday, February 19). "Just what the world needs - another
White House Coming After Carry
The White House stated today that a new tax bill will aim to eliminate the "carried interest loophole."
Exponential Growth in Independent Sponsors
The independent sponsor space is growing exponentially. # of sponsors (📈) x $ size of deals (📈) #: Barriers of entry are low -->
Launching Minds Capital
(March 19, 2024) Here we go! Officially launching Minds Capital, an equity fund investing in sponsor-/searcher-led acquisitions. Our goal
Commercial Real Estate Crisis
If you’ve heard about the looming commercial real estate (hashtag#CRE) crisis, tonight 60 Minutes had a segment on
