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78. Jim Strang, HgCapital Trust Chair - Investment Trust Boards: managers, risk, valuations & discounts

37:31
 
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Manage episode 429304902 series 3424178
Nurole에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nurole 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Jim Strang is Chair at HgCapital Trust, Adjunct Professor at London Business School, Senior Advisor at Bain & Company, Verdane and CVC Capital Partners, and NED at Pictet Alternative Advisors and BGF Group. Tune in to hear his thoughts on: How does the HgCapital Trust board add value? (2:18) Where do your interests/risk appetites potentially diverge from HgCapital’s? (3:35) What are the different products you’re considering, and how do you assess their potential value? (4:48) How do you review strategy and performance? (6:20) How do you think about how you will win? (8:30) When would you consider changing your investment manager? (12:27) How do you think about risk? (14:13) In the face of growing geopolitical risk, what options do boards have? (17:58) How can boards react to the risk concentration in cloud computing? (19:15) Where can investment trust boards add value in terms of accounting policies? (22:15) As a Chair, how concerned are you with valuations of portfolio companies? (24:01) What are the things to look at for, which you’ve got wrong in the past? (26:55) How do you get comfortable with revenue recognition policies? (28:11) How do you think about board composition and succession planning? (29:42) How are you thinking about discount to NAV? (33:28) ⚡The Lightning Round ⚡(34:55)

Host: Oliver Cummings
Producer: Will Felton
Music: Kate Mac
Audio: Nick Kold
Email: podcast@nurole.com
Web: https://www.nurole.com/nurole-podcast-enter-the-boardroom

  continue reading

101 에피소드

Artwork
icon공유
 
Manage episode 429304902 series 3424178
Nurole에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nurole 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Jim Strang is Chair at HgCapital Trust, Adjunct Professor at London Business School, Senior Advisor at Bain & Company, Verdane and CVC Capital Partners, and NED at Pictet Alternative Advisors and BGF Group. Tune in to hear his thoughts on: How does the HgCapital Trust board add value? (2:18) Where do your interests/risk appetites potentially diverge from HgCapital’s? (3:35) What are the different products you’re considering, and how do you assess their potential value? (4:48) How do you review strategy and performance? (6:20) How do you think about how you will win? (8:30) When would you consider changing your investment manager? (12:27) How do you think about risk? (14:13) In the face of growing geopolitical risk, what options do boards have? (17:58) How can boards react to the risk concentration in cloud computing? (19:15) Where can investment trust boards add value in terms of accounting policies? (22:15) As a Chair, how concerned are you with valuations of portfolio companies? (24:01) What are the things to look at for, which you’ve got wrong in the past? (26:55) How do you get comfortable with revenue recognition policies? (28:11) How do you think about board composition and succession planning? (29:42) How are you thinking about discount to NAV? (33:28) ⚡The Lightning Round ⚡(34:55)

Host: Oliver Cummings
Producer: Will Felton
Music: Kate Mac
Audio: Nick Kold
Email: podcast@nurole.com
Web: https://www.nurole.com/nurole-podcast-enter-the-boardroom

  continue reading

101 에피소드

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