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Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. We uncover the lessons behind every success story. Learn more at www.joincolossus.com.
EQT: Returns at Scale - [Business Breakdowns, EP.220]
Business Breakdowns
1 hour 18 minutes
2 weeks ago
EQT: Returns at Scale - [Business Breakdowns, EP.220]
This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago.
Sean is the founder of Counter Global, and alt investing is ingrained in its DNA. We cover the massive, yet lesser-known EQT, the Wallenberg family ties, and how this business has continued to generate returns at scale. Beyond the EQT conversation, you are going to get a masterclass on Alts investing.
Please enjoy this Breakdown of EQT.
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This episode is brought to you by Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world’s leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit octus.com to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle.
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Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Business Breakdowns
(00:01:38) Complexities of Alternative Asset Management
(00:04:27) Understanding EQT: A Thematic Private Markets Investment Manager
(00:06:36) The Wallenberg Legacy and EQT's Origins
(00:11:54) EQT's Differentiation and Investment Strategy
(00:20:36) Leadership and Succession Planning at EQT
(00:25:15) Regulatory Environment and Strategic Focus
(00:31:15) EQT's Private Equity and Asia Strategies
(00:37:39) EQT's Strategic Use of M&A
(00:39:49) EQT's Infrastructure Business
(00:42:01) EQT's Real Estate Business
(00:45:28) Innovative Exit Strategies
(00:49:08) Fundraising Success and Future Prospects
(00:59:31) Financial Model and Valuation
(01:06:46) Key Risks and Opportunities
(01:16:15) Lessons from EQT
Business Breakdowns
Learn how companies work from the people who know them best. Each episode dissects a single business - from its origins and model to its financials and competitive edge. We uncover the lessons behind every success story. Learn more at www.joincolossus.com.
