George Lee’s Post

Today we're announcing the launch of the Goldman Sachs Global Institute, a new platform offering our clients insights at the crossroads of geopolitics, technology, and global markets.   Since I joined the firm a year ago, we have engaged with clients on a range of topics as diverse and impactful as the evolving US-China relationship, wars in Europe and the Middle East, shifting supply chains, and the advent of generative AI. This engagement has come in the form of original research, tabletop simulations, and intimate conversations with clients across geographies and sectors. These activities have revealed a strong appetite among clients for engagement around this brand of intellectual capital and an opportunity to scale these insights more broadly.   The Institute will look for opportunities to identify, organize, and make that expertise useful in the form of fresh analysis that can guide our clients through these turbulent times and help them shape the next big idea. https://lnkd.in/eGhffdm9

Interesting to see big players Goldman Sachs making a sizeable move to support thier clients at the intersection of #technology and #geopolitics. It will be interesting to see their analysis of the forthcoming #aisafetysummit

“We see a lot of unique opportunities to create alpha over the next several years. When we talk to investors, they don’t see risk to avoid it; they see risk to evaluate it and its return potential.” Carlyle CEO Harvey Schwartz joined the “Global Capital Markets” panel at Milken Institute’s 2024 Global Conference alongside industry executives to discuss how investors can identify opportunities and navigate challenges in a transformed global economy marked by higher-for-longer interest rates, the golden age of #PrivateCredit, the rise of #AI, and increased geopolitical risks in a low-growth environment. Watch the replay: http://spr.ly/6041j5WXX #MIGlobal

In a conversation with, CEO of the LSEG (London Stock Exchange Group) David Schwimmer said: we’re experiencing a number of paradigm shifts in very short order, from dramatic technological advancements to addressing the challenge of #climatechange to changes in #geopolitics What is LSEG focused on?  Driving change in the responsible use of #ai in #financial #markets, the free flow of #data across borders and facilitating liquidity in the #privatemarkets #privateequity

Mega forces – ranging from digital disruption and AI, to the low-carbon transition, to demographic divergence, to the future of finance to geopolitical fragmentation – create opportunities for investors. And private markets are uniquely poised to take advantage of them. Exactly how and why exactly now are two subjects our investors take on in the BlackRock 2024 Private Markets Outlook, which you can read here. https://bit.ly/3RqRzxw #PrivateMarkets #BlackRock

Today, we launch our 39th Global Private Equity Barometer, which captured the views 110 private equity investors from around the world and explores their sentiment across a range of themes shaping private markets. Some key takeaways include the growing role of AI in private equity as well as the continued attractiveness of private credit. Read our full report for more insights on the latest LP’s perspectives here. #privateequity #privatemarkets #limitedpartners #alternativeassets #collerbarometer https://ow.ly/UFvM50QhkAK

With alternative assets AuM expected to reach $21.2 trillion by 2025, the opportunities available for secondary buyers will continue to increase dramatically. The growth and sophistication of the overall market, combined with surging demand from both LPs and GPs for flexible liquidity solutions, is paving the way for an exciting year in secondaries in 2024.

Coller Capital shared today its 39 Global Private Equity Barometer, a unique snapshot of global trends in private equity, which includes an overview of the plans and opinions of Limited Partners worldwide. This 39th edition documents the themes shaping the PE industry, including investors' views on: - Private market M&A activity expectations; - Artificial Intelligence adoption and investment appetite; - Investors' interest in continuation vehicles, co-investment opportunities, and strategy shifts; - The impact of interest rates on private credit exposures and the future PE financing outlook, as well as private wealth capital growth expectations; - Future target allocation shifts as well as other key themes shaping the private markets industry. Read the full report here: https://lnkd.in/d6p26Mre

Mega forces – ranging from digital disruption and AI, to the low-carbon transition, to demographic divergence, to the future of finance to geopolitical fragmentation – create opportunities for investors. And private markets are uniquely poised to take advantage of them. Exactly how and why exactly now are two subjects our investors take on in the BlackRock 2024 Private Markets Outlook, which you can read here. https://bit.ly/48iaphf #PrivateMarkets #BlackRock

Interesting interview giving an overview of current M&A landscape