Transcript

Viral? Are you there? Oh. Hey, guys. Sorry I didn't see you. I've just been making my way through this stack of investment committee memos. Listen, I've actually got to run to a meeting. So why don't you walk with me? I'm just going to grab something from the kitchen. You guys seem pretty busy around here. Would you say we���re in a dealmaking surge? Yeah, there's definitely a dealmaking surge. That deal dam that we've been all waiting to break? That's starting to happen now. But I will tell you that we're being quite choosy about where we put our capital to work. So we're really focusing on our highest conviction themes and highest conviction sectors right now. Wow, so what kind of companies has our private equity platform been backing? Oh, gosh. Where to start? Jersey Mike's. CoreWeave. Adevinta. L���Occitane. There's just so many businesses right now that we think are interesting. Even companies like 7 Brew Coffee. Wow, that���s a lot of companies. You guys really have been busy, huh? Yeah, no, we are. And, look, part of the reason for that is we just think that the private markets are a wonderful place to put capital to work. Do you know that nearly 90% of the largest US companies are private and companies are staying private for longer? So that means there's a tremendous opportunity to capture that value? Well, listen, I've really got to run to this meeting, so I'll see you guys later. Happy Thanksgiving.