Trust Issues: Investing in private equity with NBPE's Paul Daggett

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-09-04

In this episode of Trust Issues, we speak to Paul Daggett, co-manager of Neuberger Private Equity Partners, about the investment case for private equity, why he's seeing bright spots within NBPE's portfolio and how management assesses AI risk when investing. 00:00 Introduction 00:59 Bright spots in the performance of NBPE's underlying portfolio 02:41 How younger vintages are outperforming and why it's crucial to refresh the portfolio 05:25 What is a mid-life co-investment and why are they so attractive to NBPE today? 08:22 How NBPE's portfolio might look in five years' time 10:17 How...