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 199: Marc Lasry - Private Equity’s Play in the World of Sport
Inside the Rope with David Clark
47 minutes 34 seconds
4 months ago
Ep 199: Marc Lasry - Private Equity’s Play in the World of Sport
In this episode of Inside the Rope, David Clark sits down with legendary investor Marc Lasry, co-founder and CEO of Avenue Capital and former owner of the Milwaukee Bucks. Lasry unpacks the explosive growth of private equity in the global sports industry—where financial returns meet passionate fandom.
From his journey as a Moroccan-born immigrant to building a $25 billion investment firm, Lasry offers a firsthand look at why sports franchises are no longer just vanity assets for billionaires, but a scalable, investable asset class ripe with opportunity. He shares how Avenue Capital approaches sports as a structured, revenue-generating investment with tangible upside through ticketing, sponsorship, and media rights. We explore his early bets on underappreciated assets like pickleball and women’s sport, and how digitisation, fantasy, and fan engagement are reshaping the commercial landscape.
This conversation is essential listening for investors seeking uncorrelated returns, exposure to global entertainment, and insights from one of the foremost minds in distressed debt and opportunistic investing.
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.
