PERSON DIRECTORY
Peter Lacaillade
Peter Lacaillade appears in 1 indexed conversation across Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Peter Lacaillade - Backing The Best Managers In Private Markets - [Invest Like the Best, EP.437]
Patrick O'ShaughnessyPeter Lacaillade
Private markets delivered 3-5% alpha over public equities for 25 years, while persistent top-manager performance can add 5%+.SCS underwrites 16-18% net IRR and 2.5x through pooled vehicles, targeting lower-middle-market businesses bought at 5-8x EBITDA and sold at 12-18x after operational growth.The retail wave bears watching: interval funds bid mid-90s versus sophisticated buyers at mid-80s, while quarterly liquidity may still mean being locked up for five, six years.