Private Equity Podcast: Fund Shack

When Private Equity Managers should turn down investors | Adam Turtle | Rede Partners

189 views · 6d ago · 6:46

Guest: Rede Partners

When should a private equity manager turn down an investor who wants to commit? Adam Turtle, co-founder of Rede Partners, joins Ross Butler to explain why a successful fundraise is about more than securing capital. It is also about choosing investors whose preferences and capacity fit the firm’s long-term ambitions.

Topics: When should a GP turn down an investor? · Enduring capital and long-term partnerships · When a good LP is the wrong long-term fit · Fund-size preferences and single-fund alignment · Choosing investors who can grow with you · Why a diversified LP base matters

▶️ Mentioned videos: Video on youtube.com

📰 Mentioned news: Article on privateequitypodcastfundshack.substack.com

How to know if you're a Zombie Fund | Adam Turtle | Rede Partners

223 views · 1w ago · 5:44

Guest: Rede Partners

Why will some private equity managers raise capital quickly while others may never raise another fund? Adam Turtle, co-founder of Rede Partners, joins Ross Butler to explain why he expects a private equity shakeout, not simply a slower fundraising market.

Topics: Why LPs are reassessing private equity managers · Genuine sector expertise versus following a trend · Building new capabilities, including defence · A slow fundraise or a zombie fund? · Three speeds: fast, slow or no next fund · Why existing LP support matters most

▶️ Mentioned videos: Video on youtube.com

📰 Mentioned news: Article on privateequitypodcastfundshack.substack.com

There is no Private Equity Cash Crunch | Adam Turtle | Rede Partners

260 views · 1w ago · 8:27

Guest: Rede Partners

Why is private equity fundraising so difficult when investors still have capital to commit? Adam Turtle, co-founder of Rede Partners, joins Ross Butler to explain why the slowdown is about more than a cash squeeze. In his view, institutional investors are reconsidering the sectors they favour, the managers they trust and where their next commitments should go.

Topics: Why this is not simply a capital squeeze · Why LPs are reassessing their sector preferences · Fund performance and closer scrutiny of managers · DPI: do investors need liquidity or proof? · The shift towards smaller and middle-market funds · Why bigger does not always mean better

▶️ Mentioned videos: Video on youtube.com

📰 Mentioned news: Article on privateequitypodcastfundshack.substack.com

The Great Private Equity Pivot | Adam Turtle, Rede Partners | Fund Shack Episode #93

921 views · 1w ago · 1:00:42

Why can some private equity managers raise a fund in months while others struggle to raise at all? Adam Turtle, co-founder of Rede Partners, joins Ross Butler on Fund Shack to examine a shift in what institutional investors want from private equity. His argument: the difficult fundraising market is not simply a shortage of capital. LPs are reconsidering their managers, sector preferences and the evidence behind investment returns.

Topics: The private capital fundraising market · Episode partner: SRS Acquiom · Why this is not simply a capital squeeze · DPI: cash returns as proof of performance · Fund size, performance and diversification · Sector expertise, AI resilience and defence

📰 Mentioned news: Article on privateequitypodcastfundshack.substack.com

Private Equity: What Institutional LPs Really Want | John Renkema

5.1K views · 1mo ago · 38:48

Guest: John Renkema

Private equity portfolio construction requires more than picking funds. John Renkema of Avida International joins Ross Butler to discuss diversification, commitment pacing and LP–GP alignment, and why selecting suitable funds is different from predicting future outperformers.

Topics: Why the LP’s role matters · John’s investment case for private equity · Episode Partner: SRS Acquiom · Can LPs identify future top-performing funds? · Access, terms and portfolio fit · Governance, leverage and performance

📰 Mentioned news: Article on privateequitypodcastfundshack.substack.com

How a Canadian Wealth Advisor views Private Markets | Benjamin Sinclair

6.6K views · 1mo ago · 35:33

Guests: Benjamin Sinclair, Ross Butler

Canadian investment adviser Benjamin Sinclair explains how he combines low-cost passive investing with private markets, using family-office portfolios as a starting point. In this conversation with Ross Butler, he discusses how that approach translates to individual investors, with liquidity needs, investment horizons and risk tolerance shaping each allocation.

Topics: Introducing Benjamin Sinclair · From equity analyst to private markets adviser · What can private markets add to a portfolio? · How Canada’s wealth management market differs · The practical challenges for investment advisers · Using family-office portfolios as a starting point

📰 Mentioned news: Article on privateequitypodcastfundshack.substack.com

The Co-CEO Craze in Private Equity | Fund Shack Briefing with Ross Butler

35K views · 1mo ago · 14:30

Guest: Ross Butler

Private equity expects a clear, accountable boss in the companies it owns. So why do so many private equity firms need two CEOs of their own? In this Fund Shack Briefing, Ross Butler examines what shared leadership reveals about succession, incentives and power at the top of private capital.

Topics: Why does private equity need co-CEOs? · Succession and the obsession with continuity · CVC: the insider and the outsider · Permira: shared leadership in a private partnership · Why portfolio company CEOs play by different rules · Cinven: how much leadership is too much?

📰 Mentioned news: Article on privateequitypodcastfundshack.substack.com