Ludovic Phalippou

163 posts

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Ludovic Phalippou

Ludovic Phalippou

@PELaidBare

This account will be move to / merged into @lphalippou81 sorry for any inconvenience

Oxford, England Katılım Kasım 2017
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Ludovic Phalippou
Ludovic Phalippou@PELaidBare·
Sorry about that, but I have two twitter accounts, which is impractical. I will shut down this one, and will try to be active on the other one from now on, there a few news coming up re PE laid bare: @lphalippou81
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Ludovic Phalippou
Ludovic Phalippou@PELaidBare·
@EileenAppelbaum One response you will get on the pension fund point is that overall pension funds received decent returns from PE (albeit often overstated)
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Eileen Appelbaum
Eileen Appelbaum@EileenAppelbaum·
Private equity gets away with all of this because of loopholes in current law. But that doesn’t mean what they are doing makes sense for either workers or the economy. We need reforms that center workers and others taken advantage of in the current PE model. 12/12
Eileen Appelbaum tweet media
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Eileen Appelbaum
Eileen Appelbaum@EileenAppelbaum·
THREAD: The retail apocalypse in full swing: Gymboree closes 800 stores, Shopko 105, Payless 2300, Charlotte Russe 400. What’s behind it? Some blame Amazon or changing taste, but the real culprit is private equity. We’ll explain how PE makes money as these businesses fail. 1/12
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Ludovic Phalippou retweetledi
Ashby Monk
Ashby Monk@sovereignfund·
Dear Pensions: If you won't listen to me on fees and costs... will you at least listen to WARREN BUFFET!? ai-cio.com/news/warren-bu… Remember: The only thing guaranteed by high fee managers is... high fees.
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PE Closer Look
PE Closer Look@PEcloserlook·
Per Pitchbook, a higher percentage of secondary buyouts include at least one dividend recap.
PE Closer Look tweet media
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PE Closer Look
PE Closer Look@PEcloserlook·
The rise of secondary buyouts is an inevitable outcome of the growth of PE fundraising outpacing the growth the investment opportunity set... “Flush With Cash, Private Equity Giants Return to Old Haunts” bloomberg.com/news/articles/…
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Ludovic Phalippou
Ludovic Phalippou@PELaidBare·
@tobecb @PEcloserlook @GoHedgeClippers Perhaps yet more interesting is: ten+ years ago, appeared the Endwmnt CIO concept, someone on campus earning $5m, & would be ok b/c they will outperform. Results just came in. It is not pretty. Always the same error: we think the world is deterministic while most of it is random.
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Ludovic Phalippou
Ludovic Phalippou@PELaidBare·
Always difficult to boil down a complex message in a few minutes, but key message was clear (hopefully). Below is link to podcast and then in comments, the link to my latest paper on carried interest (just completed first draft, comments very welcome) stitcher.com/podcast/pei-sp…
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edward siedle
edward siedle@EdwardSiedle·
Rhode Island Forced to Stay Another Year in Fund Sold To Pension By Gina Raimondo via @forbes #2cf05f744490" target="_blank" rel="nofollow noopener">forbes.com/sites/edwardsi…
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Ludovic Phalippou
Ludovic Phalippou@PELaidBare·
2) "Have mercy upon us, and forgive our sins. We will have a concrete plan next time ." God smiled and sent them back to post-no-deal-Brexit England. "Oh, no, this Hell is a lot worse than the earlier one!" But it was too late."There is a special place in Hull (England)".
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Ludovic Phalippou
Ludovic Phalippou@PELaidBare·
Oh, and that reader's comment: 1) Brexiters who tried to leave the EU without having a concrete plan were sent to Poland, picking fruits, made to pay tax, and being called "economic migrants" and "immigrants". "This is Hell," they complained to God.
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