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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Kathryn Leaf is the CEO of Pantheon, a $76 billion private equity firm that has been doing secondaries, among other things, for decades. We had a deep discussion with her about the dramatic growth in the market. Her perspectives on the current state of PE secondaries, as well as evergreen and continuation funds, were fascinating, and the market has a ways to go, she notes: "There has been about $600 billion of capital raised by secondary funds that's servicing a roughly $15 trillion private market asset class." We also talk about doing infrastructure at scale, right sizing funds, finding talent, and the inefficiencies in the secondary market.
Kathryn Leaf is the CEO of Pantheon, a global private markets investment firm with a forty-year history. As a member of the firm's Partnership Board and International Investment Committee, she oversees Pantheon's $76B platform, which includes private equity, private credit, infrastructure, and real assets. Kathryn joined Pantheon in 2008, where she co-led investments and later became Global Head of Real Assets. In 2012, she established Pantheon's infrastructure platform, now one of the world's largest. Kathryn has driven the expansion of the firm's private wealth platform, including the AMG Pantheon Fund and the AMG Pantheon Private Credit Solutions Fund. With over 25 years in private markets, Kathryn previously worked at GIC, the Singapore sovereign wealth fund, Centre Partners, and Morgan Stanley. She holds a degree in Modern Languages from Oxford University.
Pantheon site: https://www.pantheon.com
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