Podcast
Balentic Edge
Hosted by Balentic · EN
Balentic Edge delivers sharp, no-fluff conversations on private markets. Hear from GPs, LPs, and experts shaping the future - from thematic investing to tech-driven deal flow. Quick, smart, and always on the edge.
12episodes
Episodes
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From Taboo to Opportunity: Defence Investing in Private Markets
Sep 900:08:05Tap to summarizeDefence investing has quietly moved from exclusion to opportunity - reshaping private equity, venture capital, infrastructure, and private credit.In this special solo edition of Balentic Edge, Kasper Wichmann, CEO and founder of Balentic, explores the drivers behind re-emergence of defence investment: shifting geopolitics, rising capital flows, and new technology layers from satellites to cybersecurity.He unpacks the evolving manager landscape, LP risks and opportunities, ESG considerations, and why private markets, not public equities, are at the forefront of this transformation.If you’re an LP, GP, or private markets professional, this episode offers a clear framework for approaching defence responsibly while capturing long-term value.Listen now to understand how to approach defence effectively.
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Scaling Strategy: Matt Evans on Building a Global Aviation Platform
Sep 200:34:09Tap to summarizeIn this episode of Balentic Edge, host Kasper Wichmann is joined by Matt Evans, Partner at Bain Capital Special Situations, to explore the secular trends reshaping hard asset investing. From aviation and supply chain disruption to U.S. manufacturing, Matt shares how Bain approaches opportunities in industries that are both capital-intensive and globally interconnected. The discussion also dives into risk management - why outcomes look more like a fan than a dot - and what that means for allocators navigating uncertainty. If you’re interested in how LPs can think about aviation, industrials, and private credit in today’s market, this episode is for you.
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