Balentic Edge
Episodes
Backward Diversification, Forward Momentum: Inside HarbourVest’s Evergreen Strategy
17 Dec 2025
Contributed by Lukas
In this episode of Balentic Edge, Kasper is joined by Craig MacDonald, Partner at HarbourVest and portfolio manager for the firm’s evergreen private...
Where Creativity Meets Capital: The Rise of Music as an Asset Class
03 Dec 2025
Contributed by Lukas
🎸 Can a song become an asset class?And can private equity make artists immortal?In this episode, Kasper Wichmann speaks with Natalia Fontecha, Part...
Financing the Missing Middle: How Blume Equity Scales Europe’s Climate Champions
29 Oct 2025
Contributed by Lukas
Guest: Clare Murray, Co-Founding Partner at Blume EquityHost: Kasper Wichmann, Founder of BalenticEurope’s climate opportunity is growing - but the ...
Buyout Discipline in VC: Morphosis’ Playbook for Repeatable Wins
22 Oct 2025
Contributed by Lukas
Can a buyout-style discipline fix venture’s power-law problem?Founding partner Amit Zutshi (Morphosis) shares a repeatable VC playbook for private m...
SPECIAL EDITION - Unlocking Private Capital to Power Europe's Tech Future
08 Oct 2025
Contributed by Lukas
Is Europe funding its fintech future or exporting it at Series B? A candid panel on private markets, LP insights, GP fundraising, and financial sovere...
Secondaries with an Edge: Julien Marencic on Smart Allocation
24 Sep 2025
Contributed by Lukas
In this episode of Balentic Edge, Kasper Wichmann sits down with Julien Marencic, Managing Partner at Jera Capital, to unpack a disciplined approach t...
Cracking the Venture Code: Power Laws & Fund Returners
17 Sep 2025
Contributed by Lukas
What do unicorns, power laws, and fund returners have in common?In this episode of Balentic Edge, Kasper Wichmann sits down with David Clark, CIO and ...
From Taboo to Opportunity: Defence Investing in Private Markets
09 Sep 2025
Contributed by Lukas
Defence investing has quietly moved from exclusion to opportunity - reshaping private equity, venture capital, infrastructure, and private credit.In t...
Scaling Strategy: Matt Evans on Building a Global Aviation Platform
02 Sep 2025
Contributed by Lukas
In this episode of Balentic Edge, host Kasper Wichmann is joined by Matt Evans, Partner at Bain Capital Special Situations, to explore the secular tre...
Beyond Fund 1: Why Smart LPs Back Early-Stage Venture
06 Aug 2025
Contributed by Lukas
What makes a venture manager truly stand out and why do so many LPs miss the winners?In our latest episode, Jamie Rhode, Partner at Screendoor, joins ...
Cutting through the noise: Building LP trust in a crowded market
23 Jul 2025
Contributed by Lukas
In this episode, Diana Tenkova, founder of Institutional Quality, joins Kasper Wichmann to unpack what it truly takes to stand out in today’s privat...
Beyond Top Quartile: Rethinking LP Strategy in Private Markets
07 Jul 2025
Contributed by Lukas
In this episode of Balentic Edge, Matt Curtolo - seasoned LP and private markets advisor - joins Kasper Wichmann to unpack why top-quartile chasing is...
The NAV Loan Revolution: Risks and Rewards Unveiled
01 Jul 2025
Contributed by Lukas
In this special episode* of Balentic Edge, Kasper is joined by our Balentic in-house private markets expert Alex who unpacks the NAV loan revolution r...
Inside Long Arc Capital: Execution Over Hype
23 Jun 2025
Contributed by Lukas
n this episode of Balentic Edge, Gaurav Bhandari, Managing Partner & CIO at Long Arc Capital, joins Kasper to discuss building capital-efficient, ...
Thematic investing: Energy Transition
17 Jun 2025
Contributed by Lukas
In this episode of Balentic Edge, host Kasper Wichmann is joined by veteran equity analyst Simon Powell to unpack the $50 trillion opportunity at the ...
Navigating Private Markets in Times of Uncertainty
11 Jun 2025
Contributed by Lukas
In this special edition* of Balentic Edge, we share our insights from SuperReturn International Berlin - Europe’s flagship private equity gathering....
Inside Tikehau Capital’s private equity Aerospace & Defence Strategy
02 Jun 2025
Contributed by Lukas
In this conversation, Thomas Friedberger, Group Deputy CEO and Co-CIO of Tikehau Capital, discusses the evolution of Tikehau Capital, its investment p...
SE Asia in Focus: Collyer Capital on Opportunity, Risk & LP Strategy Shifts
13 May 2025
Contributed by Lukas
In this episode, host Kasper Wichmann sits down with Eric Marchand, Partner at Collyer Capital, an independent private equity and venture capital fund...
From Volatility to Value: C Capital’s Take on Asian PE
30 Apr 2025
Contributed by Lukas
Joseph Li, Managing Director at C Capital, joins Balentic Edge to unpack the real story behind Asia’s private equity landscape. From career insights...
Thematic investing: The Future of Capital Allocation
05 Apr 2025
Contributed by Lukas
In this episode of Balentic Edge, host Olga Sachura explores why thematic investing is gaining traction in private markets. Investors are no longer j...