2024 European Private Market Trends: An AGM x Pangea podcast shorts collaboration

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

AGM collaborated with Pangea Group, a firm that helps B2B fintech companies with go-to-market strategies, at a live event they hosted on private markets in London with Schroders and Illuminate Financial to gather thoughts from some leaders in private markets on their views of the industry’s future in Europe.

We asked seven private market participants for their views on 2024 trends in private markets.

Hear what they have to say. Listen to short interviews with:

• Spencer Lake, Partner, 13books Capital.
• Toby Bailey, VP of Sales EMEA, Canoe.
• Rezso Szabo, General Partner, Illuminate Financial.
• Dan Kramer, Strategic Advisor, ex-CEO, Jaid AI.
• Tom Davies, Managing Director and President, Forge Europe.
• Levent Altunel, Co-Founder, bunch.
• Jay Wilson, Partner, AlbionVC.

Thanks for coming on AGM unfiltered to share your views and thoughts on the future of private markets.

Show Notes

00:00 Introduction

00:35 Event Overview and Purpose

01:06 Conversation with Spencer Lake, 13books Capital

01:25 Spencer Lake on Banking and FinTech

02:42 Challenges in Private Markets

05:18 Standardization and Technology in Finance

07:34 Insights from nCino's Success

09:44 The Story Behind 13books

10:51 Future of Private Markets

12:55 Conversation with Toby Bailey, Canoe

15:07 Canoe's Approach to Data Management

22:09 Conversation with Reszo Szabo, Illuminate Financial

22:40 Illuminate Financial's Investment Focus

23:51 Generational Transformation in Private Markets

26:36 Challenges in Private Market Liquidity

31:41 Conversation with Dan Kramer, Jaid AI

32:05 Dan Kramer's Career Journey

34:19 Evolution and Transparency in Private Markets

35:37 Jaid's Role in Fund Administration

36:10 The Challenge of Communication in Fund Management

36:49 How Jaid Solves Communication Issues

38:03 The Impact of AI on Post-Investment Processes

39:12 Technology Gaps in Private Markets

40:05 Interview with Tom Davies, Forge Europe: Evolution of Private Markets in Europe

41:23 SPV Nominee Model and Institutional Adoption

42:35 Current Sentiment in the European Secondary Market

43:53 The Changing Skill Set of VCs

45:07 Challenges and Opportunities in Private Market Liquidity

49:55 Interview with Levent Altunel, bunch: Transforming Fund Management

51:21 Unified Data Solutions for Fund Managers

52:53 Future Directions for bunch

57:06 Interview with Jay Wilson, AlbionVC: Evolution of Capital Markets

01:00:35 Electronifying Private Markets

01:03:08 The Role of Data Analytics in Private Markets

01:06:52 Conclusion: The Future of Private Markets