The Signal: A Third Bridge Podcast for Investment Professionals

Episode 17: Webinar - Critical private equity trends including infrastructure investing

In this webinar recording Third Bridge's Co-founder Joshua Maxey, industrials and energy analyst Peter McNally, and Mergermarket’s Senior PE specialist, Harriet Matthews discuss the trends reshaping the PE industry and the lure of infrastructure investing.

Episode 16: Webinar - Critical private equity trends including need-to-know AI investing

In this webinar recording Third Bridge's Co-founder Joshua Maxey, TMT veteran Scott Kessler, and Mergermarket’s Senior PE specialist, Harriet Matthews unpack the trends reshaping the PE industry and take a deep dive into AI investing.

Episode 15: The essential guide to investment research

Kay Guest of Aviva Investors, Mike Carrodus of Substantive Research, and Joshua Maxey of Third Bridge discuss how to navigate the investment research market and get the most out of your budget.

Episode 14: Ivan Peytchev of Brookfield - private equity reaches an inflection point

Ivan Peytchev, Senior Vice President, Private Equity at Brookfield Asset Management talks to us about the type of deals being done in today's market, how PE is innovating, and the intersection between traditional infrastructure and traditional private equity.

Episode 13: The aviation industry encounters an air pocket

In this episode, Ernest Arvai, President of The Arvai Group, and Peter McNally, Third Bridge’s Global Sector Lead for IME, discuss the aviation industry's response to pilot and mechanic shortages, disrupted business travel, electrification, and M&A activity.

Episode 12: How the conscious consumer is disrupting US alcohol sales

In this episode, Matt Bruhn, Chief Executive of Craft Standard and Alex Smith, Third Bridge’s Global Sector Lead for Consumer, discuss how the US alcoholic beverages market being reinvented.

Episode 11: Drug companies and the biggest healthcare reform in a decade

In this episode, Benedic Ippolito of The American Enterprise Institute for Public Policy Research and Lee Brown, Third Bridge’s Global Sector Lead for Healthcare take a deep dive into the Inflation Reduction Act and what it means for US healthcare provision.

Episode 10: The battle between TikTok, Instagram, and YouTube

In this episode, we take a look at how TikTok, Instagram, and YouTube are battling to dominate the short-form video category.  Scott Kessler, Third Bridge's Global Sector lead for TMT, and Sunil Singhvi, former Instagram partnerships lead for N Europe, explain each company's strategy and why it's so important to their future.

Episode 9: Kapil Kirpalani of KKR & Paul Caulfield of Third Bridge - on risk and compliance

This episode of The Signal is a compliance special, featuring Paul Caulfield, General Counsel and CCO at Third Bridge, and Kapil Kirpalani, CCO for APAC at KKR. At the heart of their discussion are the importance of corporate culture, ongoing dialogue with regulators, as well as the future of the compliance landscape.

Episode 8: Marc Rubinstein of Net Interest - analysing the world of finance

In this episode of The Signal, Marc Rubinstein discusses what he has learned during his 25 years investing in financial markets, how the 2007-08 financial crisis was a turning point in his career, and today’s "regime shift".