Do we even need standardisation? (Part 2 of 2)

Private Equity Talks

#Business #Real Deals & The Drawdown #Real Deal #The Drawdown

46:43

Think you know ChatGPT's custom GPTs? 🤔 Probably not. Last week, we tackled the basics and what's new with OpenAI's refreshed GPTs. For this AI Working Wednesdays episode, we're getting into some advanced techniques to hep you win back time. ↳ using the crazy powerful o3 model to your GPT's advantage ↳ context stacking ↳ custom actions to connect to third party sites Yeah.... don't sleep on this one shorties. Ep 563: ChatGPT's New Custom GPT's: Advanced techniques to win back time Newsletter: Sign up for our free daily newsletter More on this Episode: Episode Page Join the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn. Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup Website: YourEverydayAI.com Email The Show: info@youreverydayai.com Connect with Jordan on LinkedIn Topics Covered in This Episode: Custom GPTs: Advanced Techniques Overview OpenAI's Context Stacking Strategy O3 Model's Thinking Capabilities Building Efficient Custom GPTs Custom Actions and API Integration Zapier Integration for Dynamic Data ChatGPT's Context Window Management Creating Evergreen Podcast Content Timestamps: 00:00 Custom GPTs: Evolution and Insights 03:23 "Mastering GPT Context Stacking" 09:31 "Context Stacking in Chat GPT" 11:20 GPT Context Switching Advantage 15:33 Customizable GPT Usage Explained 19:51 Evergreen Episode Update Strategy 21:44 Optimizing AI for Continued Learning 23:48 "O-Series Models: Advanced AI Capabilities" 28:41 Building GPTs for Episode Research 30:03 GPT Model Customization and Sharing 33:18 Securing API Keys in GPTs 36:55 Zapier Enhances GPT Email Capabilities 42:12 "Use Chrome Extensions for Tokens" 43:48 "AI at Work Wednesdays Survey" Keywords: OpenAI's custom GPTs, advanced techniques, save time, context stacking, o three model, ChatGPT updates, logic and reasoning, plan ahead capabilities, agentic tools, custom actions, third party data, API, building GPTs, leveraging AI, context window, transformer model, generative AI, organization usage, fine tuning performance, productivity enhancement, AI agents, AI tools integration, custom configuration, everyday applications, tech strategies, new rendition, midweek break, AI experts, smarter AI usage, AI-powered planning, AI transformations. Ep 563: ChatGPT's New Custom GPT's: Advanced techniques to win back time Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner…

4 years ago 34:39

M4A•Episode home

Mike Dickey, head of product development MUFG Investor Services and Hamish Mair, managing director and head of the private equity team, BMO Global Asset Management (EMEA), examine the impact of initiatives such as the ILPA template on reporting, the ways in which information is disseminated, new technologies and what total standardisation would mean for LPs.

73 episodes

Do we even need standardisation? (Part 2 of 2)

Private Equity Talks

published 4 years ago

M4A•Episode home

73 episodes

#Business #Real Deals & The Drawdown #Real Deal #The Drawdown

All episodes

1
Top of the Ops: The Indies 30:18

5 weeks ago30:18

30:18

This episode of the podcast takes a look at independent sponsors, their unique operating models and why LP interest is rising After The Drawdown ’s attempt earlier this year to raise our own fund but eventually pivoting to the deal-by-deal model, TOTO sits down and discusses alignment with LPs, valuations and independent sponsors in the spotlight. For this episode, we sat down with Jason Howard, COO/CFO and partner at Headway Capital Partners to unpack the topic from his unique perspective as both a GP and LP for independent sponsors, specifically.…

1
Top of the Ops: Price of nothing, value of... 30:32

8 weeks ago30:32

30:32

The latest episode looks at the roles of accountability and technology in developing a standardised and transparent valuations process Following our tour through GPs’ valuation studios , TOTO sits down and discusses the findings, in light of the publication of the FCA’s review of valuation processes which pointed towards independence and managing conflicts of interests as areas of improvement. We speak to Ryan McNelley, managing director and EMEA portfolio valuation leader within Kroll’s valuation service line, about the roles technology and accountability play in creating a standardised and transparent valuation process.…

1
Top of the Ops: Filling you in 25:18

13 weeks ago25:18

25:18

TOTO takes another trip to the DORA dentist to see if there is any greater clarity on the implications of the EU’s latest mega-regulation, following its less than perfect introduction in January 2024. We speak to Adrian Whelan, managing director and global head of market intelligence for investor services at Brown Brothers Harriman, about how he has been advising his clients on DORA, and the opportunities the regulation presents to the best prepared managers.…

1
Top of the Ops: Tick Tick Boom! 21:57

20 weeks ago21:57

21:57

In the first episode of Top of the Ops in 2025, The Drawdown ’s editorial gang discusses the importance of operational due diligence and how it is weighed differently depending on whether a firm is an emerging or established manager. Following on from our recent cover story ‘ ODDenheimer ’, we speak to Peter Haskopoulos, founder and managing director of Petra Funds Group, who regularly works with emerging managers. We discuss the particularities of ODD for emerging managers and what they can do to prepare.…

1
Top of the Ops: NAV faith 27:09

27 weeks ago27:09

27:09

In this episode The Drawdown team discusses the chances of defaults for NAV facilities raised against a PE buyout fund. Given the chasm between perceptions of market participants and market observers on the risk of these facilities, could the truth lie somewhere in the middle? Following on from our recent cover story Anatomy of default , we speak to Samantha Hutchinson, partner at King & Spalding, about the risk of default for NAV facilities, why these transactions are coming under increased regulatory and press scrutiny and whether the fund finance industry requires greater transparency.…

1
Top of the Ops: Generation yap 29:52

36 weeks ago29:52

29:52

This latest episode of Top of the Ops sees The Drawdown team assess the challenges of succession planning in PE operations. As the industry elders enter retirement, how can firms ensure the next generation of CFOs and COOs are prepared to take over? Picking up from our recent cover story, No country for old men , we speak to Khuram Bajwa, director at executive search firm One Ten Associates about how to hire future operational leaders and ensure your team has the right balance between specialists and generalists.…

1
Transatlantic alignment 25:13

42 weeks ago25:13

25:13

In this episode of Top of the Ops , The Drawdown team debates whether the operations of US private funds are beginning to look more European due to regulatory and investor pressures. Following on from our recent cover story, Bridging the Atlantic , we investigate whether the global nature of private markets means the gap between the US and Europe in terms of operational complexity has narrowed, despite the SEC’s proposed Private Fund Adviser Rules being quashed in court. To help us analyse the difference between US and European operations, we speak to Amy Knapp, partner and COO at Corsair Capital, a US-based firm that also has a team in London.…

1
Top of the Ops: Diverse Ecosystems 27:30

49 weeks ago27:30

27:30

The latest episode of Top of the Ops, The Drawdown ’s podcast in which the editorial team discusses a recent cover feature, is all about diversity and inclusion. In the corresponding article - Ecosystemic Change - we investigate the commonly accepted narrative that LPs are the main drivers behind DEI initiatives in private equity and what GPs can do to make the industry more inclusive for everyone. Enter: Lucie Mills, partner for value creation and ESG at Northedge. Her focus is on creating an inclusive environment. Because if your firm is inclusive, diversity will naturally follow. Lucie’s thoughts guided the editorial team in this episode of TOTO.…

1
Top of the ops: Me, myself and AI 29:06

1 year ago29:06

29:06

The Drawdown trio tickles your eardrums once more, with our monthly podcast accompanying our latest cover feature. This time, we talk about gen AI trends. But with some substance - trust us. The cover story, entitled Strength Tr -AI- ning, examines how technological innovation is linked with operational resilience. It focuses on the emerging use of gen AI in operations with Microsoft Copilot, legal tech and in valuations processes. We attempt to satiate our avid listeners with what the cover feature did not have scope for: addressing AI risk management techniques and adopting the appropriate guardrails. For this, we were guided by our conversation with CTO at Sure Valley Ventures, John Frizelle. Click on the link to listen to what John has to say.…

1
Top of the ops: Be young, be foolish, be PE? 30:13

1 year ago30:13

30:13

The Drawdown team is back again, this month discussing talent attraction and retention in private equity. Following on from a recent cover story on PE’s relative attractiveness as a career destination, we speak to Kerry Heaton, chief people officer at Hg, about how her firm is adapting its offer to younger generations. We assess how central the promise of carried interest is to PE’s appeal and how GPs are working hard to create the right culture for their employees.…

1
Top of the ops: Who was the Third Party? 21:30

1 year ago21:30

21:30

The latest from your favourite PE operations editorial team! In this episode, we’re talking fund finance and credit rating agencies off the back of The Drawdown ’s latest cover feature. The issue gave shape and form to the ominous third party which has recently sneaked up on the fund finance marketplace. In conversation with Gopal Narsimhamurthy, managing director and global head of fund ratings at KBRA, we discuss his view on the increase of rating providers in this space, what it means for industry dynamics and the role agencies play in private equity. Whether or not this is the beginning of a beautiful friendship, we’re too early in the story to say. But one thing is certain: Credit rating agencies are here to stay.…

1
What do LPs want? 22:45

1 year ago22:45

22:45

In this podcast, Real Deals is joined by British Patient Capital’s Christine Hockley to discuss the importance of patient capital, what VCs must do to appeal to LPs and how GPs can build a value proposition that aligns with their investors’ interests.

1
Podcast: The struggles of ESG reporting 32:08

1 year ago32:08

32:08

In this exclusive podcast, Real Deals reporter Xhulio Ismalaj is joined by Richard Burrett, chief sustainability officer at early-stage cleantech investor Earth Capital, where he also holds a board director position. During the discussion, he covers the breadth of competing reporting requirements, the volume of activity it creates for GPs, the importance of materiality and the inherent issue with ESG reports as they currently are. To find out more about the topic, check out Real Deals ’ recent article on ESG reporting below, in which we speak to representatives from ICG, Livingbridge and Suma Capital.…

1
Top of the ops: Is the grass evergreener? 33:57

1 year ago33:57

33:57

Your favourite PE operations editorial team is back! This time, the trio tackles evergreen fund structures, off the back of The Drawdown ’s latest cover feature on the challenges of setting up semi-liquid fund structures for traditionally closed-ended fund managers. The Drawdown speaks to Luc Maruenda of Eurazeo, who explains how to set up an evergreen structure. We discuss the complexities of managing liquidity expectations, potential investors to target, navigation fluctuations in the economy, and much more. The hows and whys of the strategy are uncovered, but the decision to launch an evergreen fund remains up to you.…

1
Top of the ops: Operational utopia 29:43

1 year ago29:43

29:43

What if you were to found a private equity firm that entirely outsourced the investment function and focused solely on operations? Impossible dream or the future direction of the market? The Drawdown speaks to Stephen Branagan of Pantheon Ventures, who argues that it might not be such a crazy concept as it first appears. With LP and regulatory demands ever increasing and tech stacks increasingly complex, a firm specialising in ops could have an advantage when marketing to investors. Stephen and The Drawdown team discuss the pros and cons of an operations-first approach and whether this dream could ever become reality.…

Private Equity Talks

1
Tick-tock: Time to tokenise? 41:13

2 years ago41:13

41:13

The Drawdown is joined by a panel of tokenisation experts to discuss how the technology can be used in private markets. Jack Chong is an entrepreneur in residence at White Star Capital, based in New York. Prior to that, he spent time developing a bond issuance asset tokenisation company for sustainable finance. His current business endeavour aims to remove barriers for asset managers looking to adopt tokenisation. Steven Lightstone is a regulatory partner in the investment management team at Morgan Lewis, based in the firm’s London office. He has particular experience advising the alternative asset industry on fintech and cryptoasset regulation. Finally, Myles Milston joins us from Globacap, the fintech company he co-founded in 2017. Based in the UK, the firm focuses on digitalising private market workflows. Milston’s background is in banking and technology, and he is keen to bridge the gap between both industries. Together, we discuss what tokenisation is and how it can be used in the field of private markets. We tackle the regulatory and operational barriers, and share some tips on how to overcome them.…

Private Equity Talks

1
Exploring the culture of ESG 20:33

2 years ago20:33

20:33

The Drawdown is joined by Sarah Peasey, director of European ESG investing at Neuberger Berman, for a discussion on what ESG really means for each employee within the GP house. As sustainable regulation and technology continue to develop in tandem, more and more GPs are looking to define their internal ESG culture. We discuss how Neuberger Berman created a culture of ESG, from the training employees can access to the importance of an independent ESG advisory council, among other initiatives.…

Private Equity Talks

1
Tech and product due diligence: a deep dive 27:39

2 years ago27:39

27:39

Real Deals is joined by Lukas Ingelheim and Dan Bender, co-founders at Code & Co, and Peter Waleczek, managing partner at Flex Capital, for a case study on how the GP and tech due diligence provider are working together. As technical due diligence evolves, Code & Co highlights exactly what its work entails and the red flags it looks out for, plus how it differs from IT due diligence, digital due diligence, or cyber due diligence.…

Private Equity Talks

1
Breaking down barriers 22:33

2 years ago22:33

22:33

Real Deals editor Greg Gille is joined by David Wardrop, partner at Rutland Partners, to discuss how investors can break through to owner-managers and start building that relationship on the best possible footing. This encompasses a lot - from the industry’s public image and educating the business community at large pre-deal, to eventually building a direct relationship and that crucial phase in the first few months post-deal, where the step change for management teams can be daunting. David covers all this, and more, based on Rutland's experience working with owner-managers on transformational deals. Real Deals would like to thank Rutland Partners for sponsoring and contributing to this episode of the podcast.…

Private Equity Talks

1
Changing approaches to liquidity management 12:38

3 years ago12:38

12:38

The past two years have highlighted the importance of good liquidity management in private capital funds. The ability to quickly provide liquidity to portfolio companies and / or investors is an absolute necessity for private capital fund CFOs. Fast forward to today - CFOs also have to contend with a rising interest rate and high inflation environment. Against this backdrop, we caught up with Jeremy Slade of Hazeltree to find out: How are private fund CFOs evolving their approach to liquidity management?…

Private Equity Talks

1
Private equity in sport 34:13

3 years ago34:13

34:13

Talya Misiri speaks with Michael Preston, partner at Cleary Gottlieb about the increased interest in sport by PE, one of the most successful PE-backed sports deals, how PE can manage reputational risks around these transactions and more.

Private Equity Talks

1
Winning deals in a competitive market 34:26

3 years ago34:26

34:26

Sam Fuller, managing director at Houlihan Lokey and Miles Otway, partner at Connection Capital, speak with Real Deals about the rise of trade buyers and how GPs are setting themselves up to win assets in competitive processes.

Private Equity Talks

1
Navigating the just transition 30:19

3 years ago30:19

30:19

Michele Giddens, co-CEO at Bridges Fund Management and Sharon Johnson, COO of AgilityEco speak with Real Deals about the just transition and how it is being used in practice.

Private Equity Talks

1
Can ESG boost returns? 23:14

3 years ago23:14

23:14

Real Deals is joined by Erik Osmundsen, partner at Verdane and Beth Houghton, partner & head of Impact Fund at Palatine, to discuss whether embedding an ESG strategy into portfolio companies can contribute to driving a higher price, and better returns, at point of exit.

Private Equity Talks

1
Lessons learned with Steve Darrington 41:09

3 years ago41:09

41:09

Sam Marsh of Alpha FX interviews Steve Darrington, partner and CFO of Phoenix Equity Partners, to find out about the most important lessons he has learned. Steve draws on a rich array of experiences from his corporate, private equity and poker lives. He details his approach to risk management, walking the line between optimism and realism, and thinking the unthinkable.…

Private Equity Talks

1
What has corporate governance got to do with it? 30:31

4 years ago30:31

30:31

Real Deals speaks to Susan Fadil and Bill Prew, (JTC), and James Newman, (Perform Due Diligence), on the importance of having corporate governance at the top of the business agenda.

Private Equity Talks

1
Talking tech transformation 32:57

4 years ago32:57

32:57

Following on from the Tech Transformation Survey, in partnership with IQ-EQ, The Drawdown brought together a select group of PE and VC tech practitioners to discuss the findings and latest developments in private equity operating technology. Joining the discussion are: Mike Brogan of Hg Chase Paxton of NGP Energy Capital Management Stephen Lile of Oxbridge Capital Partners Petros Farah of Vickers Venture Partners Hugh Stacey of IQ-EQ.…

Private Equity Talks

1
Substance and fund formation 13:10

4 years ago13:10

13:10

Real Deals editor Talya Misiri speaks with Elliot Refson, head of funds at Jersey Finance, about substance rules and what funds need to consider.

Private Equity Talks

1
Managing a successful carve out 25:36

4 years ago25:36

25:36

Real Deals editor Talya Misiri speaks with Rutland Partners partner David Wardrop and HCC CEO Julian Aitken about how the carve-out of HCC was navigated and how value creation opportunities were identified and executed.

Private Equity Talks

1
Mental health as a value driver 18:25

4 years ago18:25

18:25

N4 Partners joins Real Deals to explore how mental wellbeing and human performance can be an important value creation driver in private equity

Private Equity Talks

1
Private debt’s next stage of maturity 34:46

4 years ago34:46

34:46

Alice Murray speaks to Treabhor Mac Eochaidh, Executive Director at MUFG Investor Services, Head of Debt Services, who takes us on a journey through space and time, beginning with the asset class’s early days following the retrenchment of the banks in response to the 2008 downturn. We explore the ways in which direct lending has developed across different regions: in the US, Europe and APAC. And we consider the market’s current condition; with the onset of advanced technologies, big data and continued demand from investors.…

Private Equity Talks

1
The “green-boom”: the reality of ESG post-pandemic 36:32

4 years ago36:32

36:32

Is it the end of the “green-boom”? Real Deals is joined by Richard Burrett, chief sustainability officer at Earth Capital and Sharadiya Dasgupta, founding partner at Blue Dot Capital, to discuss ESG reporting during and post-pandemic and whether maintaining regulatory ESG activity is sustainable.

Private Equity Talks

1
Debt in the post-COVID world 15:28

4 years ago15:28

15:28

Lending activity has rebounded strongly following COVID disruption, with borrowers once again able to secure favourable pricing and attractive terms in a competitive market. In a recent roundtable hosted by Real Deals a panel of lenders and advisers discussed the drivers behind the recovery, how lenders are navigating competitive situations to find value and the outlook for debt markets over the next 12 to 18 months.…

Private Equity Talks

1
The convergence of PE and VC 27:35

4 years ago27:35

27:35

Real Deals looks at the broader implications of the converging private capital market.

Private Equity Talks

1
Creating value through innovation and green initiatives 21:30

4 years ago21:30

21:30

In a recent podcast, Real Deals spoke to Rutland Partners investment director Jason Birt and Woodall Nicholson CTO John Randerson on creating value through innovation and green energy initiatives at the portfolio company.

Private Equity Talks

1
Maturing private debt market 44:12

4 years ago44:12

44:12

Real Deals’ roundtable explored private debt's emergent role in a post-pandemic market. Here are some of the key themes that were discussed. Market growth Debt funds vs banks ESG

Private Equity Talks

1
SFDR: What investors really think 16:50

4 years ago16:50

16:50

Real Deals is joined by Eve Ellis, partner at Ropes and Gray, and Dani Williams, senior principal consultant and ESG advisory team member at ACA Group, to discuss the challenges GPs and LPs are facing with the new SFDR regulation, how investors have reacted and what to expect from Level 2 in 2022.

Private Equity Talks

1
Fundraising: Then vs Now 16:07

4 years ago16:07

16:07

Kirkland & Ellis Nordic Capital Aztec Group FSN Capital Campbell Lutyens A group of experts discussing the impact of Covid-19 on current fundraising, remote fund launches, fund structuring and set up, investor onboarding in the current climate and the difference between pre and post-pandemic fundraising.…

Private Equity Talks

1
Due Diligence Roundtable: Integrated assessments 15:24

4 years ago15:24

15:24

In a recent roundtable hosted by Real Deals, a group of due diligence professionals and fund managers discussed the evolution of DD in the last year and how DD assessments have a vital role to play in value creation. Armstrong CG Consultancy Confidas People JTC Group onefourzero Group RPS Group WA Communications…

Private Equity Talks

1
The rise of sector specialism 30:33

4 years ago30:33

30:33

Do GPs need to specialise to stand out or can firms can still succeed in the current market as generalist investors?

Private Equity Talks

1
Do we even need standardisation? (Part 2 of 2) 34:39

4 years ago34:39

34:39

Private Equity Talks

1
Importance of Leadership Due Diligence 19:47

4 years ago19:47

19:47

Real Deals speaks to Matthew Finnie, Chief Technology Officer of Drax on the increasing appetite for portfolio company management diligence

Private Equity Talks

1
Do we even need standardisation? (Part 1 of 2) 23:53

4 years ago23:53

23:53

Mike Dickey, head of product development MUFG Investor Services and Hamish Mair, managing director and head of the private equity team, BMO Global Asset Management (EMEA), discuss the challenges of moving away from Excel and PDFs; the proliferation of side-letters and their impact on reporting and transparency, and ways in which technological solutions are helping.…

Private Equity Talks

1
Fit For Purpose 7:54

4 years ago7:54

7:54

Private equity dealmakers have adjusted to lockdown restrictions and continued to close transactions at pace. Lenders have responded in kind and demonstrated an ongoing willingness to structure and execute financing to meet the requirements of their clients. Annual ABL Roundtable hosted by Real Deals, lenders, and advisers discuss how the ABL offer has fared through the pandemic period and what ABL lenders can bring to the table to deliver for private equity sponsors and their portfolio companies.…

Private Equity Talks

1
The Evolving Secondaries Market 21:33

4 years ago21:33