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 204: Ed Goldstein - Unlocking Secondaries - Liquidity, Diversification and Opportunity in Private Markets
Inside the Rope with David Clark
49 minutes 19 seconds
2 months ago
Ep 204: Ed Goldstein - Unlocking Secondaries - Liquidity, Diversification and Opportunity in Private Markets
David Clark is joined by Ed Goldstein, Partner and Chief Investment Officer at Coller Capital’s Credit Secondaries business. Ed has spent over 16 years shaping the secondary investment landscape, and in our conversation he explains how the secondaries market provides investors with liquidity, diversification, and unique access to private markets—an area often overlooked but increasingly interesting for investors.
With Coller Capital managing more than $40 billion globally, Ed explains how this market has evolved, why it matters, and how it can help sophisticated investors achieve diversification, mitigate risk, and capture attractive returns
We unpack the mechanics of secondaries in both private equity and private credit, explore the growth of continuation funds, and discuss how institutional investors, from pension schemes to sovereign wealth funds, are using secondaries to reshape portfolios. Ed also shares insights from his decades-long career navigating multiple market cycles and explains how Coller’s scale allows them to underwrite and execute transactions that others can’t.
Whether you’re new to private markets or already allocating to alternatives, this conversation will give you a deeper understanding of how secondaries fit into the broader investment landscape—and why they’re becoming an essential tool for investors.
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.
