Podcast

Ron Kahn on performance of private companies

|
25 min
Content hub / Podcast / Ron Kahn on performance of private companies

Our podcasts available here

You don't have the liquidity issues in the private markets that you do in the public markets, which has a lot of effect on valuations.

Ron Kahn

This month our guest is Ron Kahn, Co-head of Lincoln International, Global Valuations and Opinions Group.

Ron sheds light on the current market dynamics, highlighting the robust performance of private companies despite lackluster M&A activity. The podcast explores the current economic climate, noting positive indicators like EBITDA growth and expectations of Fed rate cuts.

Throughout the conversation, Ron and Randy emphasize the resilience of private capital and predicting continued strength despite geopolitical uncertainties and upcoming elections. We also cover topics such as Lincoln private market index, financing costs, and the outlook for private capital and deal-making in the coming years.

More episodes like this

    Bilal Hafeez on policy volatility

    A conversation with Bilal Hafeez, Founder and CEO of Macro Hive.

    Listen

    Tim Bray on key macro surprises and expectations

    A conversation with Tim Bray, Managing Director of Alternative Investments and Senior Portfolio Manager at GuideStone Financial Resources

    Listen

    Anastasia Amoroso on how investors navigate dynamic markets

    A conversation with Anastasia Amoroso, Managing Director and Chief Investment Strategist at iCapital.

    Listen

    Jack Ablin on the current macroeconomic landscape

    A conversation with Jack Ablin, Chief Investment Officer and Founding Partner at Cresset Capital.

    Listen

    Edward Goldstein on the secondary market

    A conversation with Ed Goldstein, Partner and CIO of Coller Credit Secondaries.

    Listen

    Mickey D. Levy on the long-term outlook for U.S. economy

    A conversation with Dr. Mickey Levy, Visiting Scholar at the Hoover Institution at Stanford University.

    Listen

    Van Hesser on systemic risk and private capital

    A conversation with Van Hesser, Chief Strategist at KBRA.

    Listen

    Steve Segal on public vs. private credit

    A conversation with Steve Segal, Former Executive-in-Residence and Lecturer at Boston University’s Questrom School of Business.

    Listen