In Alternative Views, Private Equity Wire goes behind closed doors with those in the know to get the latest on private markets. In this episode we discuss supply chain uncertainty and late primary investment with Andrew Bernstein, Head of Private Equity at Capital Dynamics – a Swiss-based global asset management firm focusing on private assets.
Bernstein talks about the impact of tariffs on healthcare and financial & business services (0:08); how supply chain disruptions affect these sectors (1:18); the impact that market uncertainty is having on dealmaking (2:11); what investors should be looking out for in late primary deals (3:06); the main sourcing methods for these investments (4:08); and details on one of Capital Dynamics’s late primary investments. (5:46).
