David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history.
For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally.
Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities.
Listen to hear about:
* How KKR defines “true infrastructure” — and where the market is mispricing risk
* Why AI is turbo-charging transmission, renewables, and data-center build-out globally
* The move from closed-end drawdown funds to evergreen vehicles designed for private clients
* The role of vintage-year diversification as the stealth driver of long-term returns
* How to think about debt discipline in an era where leverage is the thing that kills good assets
This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR’s worldview on infrastructure as an asset class for wealth preservation and compounding.
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David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history.
For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally.
Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities.
Listen to hear about:
* How KKR defines “true infrastructure” — and where the market is mispricing risk
* Why AI is turbo-charging transmission, renewables, and data-center build-out globally
* The move from closed-end drawdown funds to evergreen vehicles designed for private clients
* The role of vintage-year diversification as the stealth driver of long-term returns
* How to think about debt discipline in an era where leverage is the thing that kills good assets
This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR’s worldview on infrastructure as an asset class for wealth preservation and compounding.
Ep 196: David Gribble - His Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms
Inside the Rope with David Clark
56 minutes 14 seconds
6 months ago
Ep 196: David Gribble - His Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms
In this episode of Inside the Rope, David Clark speaks with David Gribble, the newly appointed CEO of Alceon, one of Australia's leading multi-strategy private capital firms. Against a backdrop of heightened market volatility and growing media scrutiny of private credit, David Gribble shares his perspective on the evolving role of private markets and how Alceon is positioning itself through this cycle.
The conversation explores Gribble’s unique journey from engineering and investment banking to leading Alceon, and why the firm’s deep bench of local expertise, asset-backed focus, and collaborative investment approach offers clients confidence during periods of uncertainty. We also dive into how Alceon balances opportunity and risk across real estate credit, private equity, and structured credit—and why disclosure and proactive transparency are central to maintaining investor trust in the private markets space.
As regulation looms and headlines focus on risks, this episode offers measured insight into the difference that experience, structure, and true alignment can make.
Inside the Rope with David Clark
David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history.
For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally.
Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities.
Listen to hear about:
* How KKR defines “true infrastructure” — and where the market is mispricing risk
* Why AI is turbo-charging transmission, renewables, and data-center build-out globally
* The move from closed-end drawdown funds to evergreen vehicles designed for private clients
* The role of vintage-year diversification as the stealth driver of long-term returns
* How to think about debt discipline in an era where leverage is the thing that kills good assets
This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR’s worldview on infrastructure as an asset class for wealth preservation and compounding.
