Tikehau Capital

✨ This week, Tikehau Capital held its inaugural LP Investor Forum in Paris. We were delighted to welcome c.200 guests and 30 speakers from across Europe, Asia, and America to this half-day conference, which was specifically designed to offer our valued LPs insights into asset allocation and investment strategies in today’s market environment Highlights included: 📢 Antoine Flamarion, our co-founder, who gave a welcome address.  📢 Sir Alex Younger, former Chief of MI6, provided invaluable insights into geopolitical risks, technological advancements and economic resilience.  📢 Olivier Dellenbach, Founder, CEO, and Chairman of ChapsVision, shared his perspective on how technology can drive efficiency and value creation within portfolio investments.  📢 A series of panels and breakout sessions, featuring our LPs and experts from Tikehau Capital’s Private Debt, Private Equity, Tactical Strategies, Real Assets and Capital Markets Strategies teams led engaging discussions and offered strategic insights into the evolving asset management landscape. 👏 A big thank you to our clients, partners and friends of Tikehau Capital for their active participation and contributions, and for the continued trust you have placed in us. Frederic Giovansili Thomas Friedberger Pierre Abadie Frederic Jariel Roberto Quagliuolo Stuart McLachlan Lindee Wong Jahred Kallop Nina Majstorovic Raphael THUIN Maxime Laurent-Bellue Cecile Levi Jacques-Olivier ABITEBOUL Camille Latombe - Pochat Laurent-David Charbit Francois Lavaste SungJin Choi Bryan Goh Brian Yuen Pauline Phua, CFA, CAIA Asaf Gherman Eneasz Kadziela, CFA, CAIA Francis Quint Nigel Dawn Davide Elli Allen MacDonell, CFA Adrian Dearnell #PrivateMarkets #PrivateEquity #PrivateDebt #RealAssets #InvestmentStrategies

⚡ Reflecting on a busy and insightful few days at #IPEMParis2024, where the Tikehau Capital team had the opportunity to connect with fellow leaders in the private capital community and explore the trends shaping the road ahead for #privatemarkets. Highlights included:   🔸 Antoine Flamarion, our Co-founder, joined Gabriel Caillaux, Avshalom Kalichstein and Anthony Tutrone to discuss “reimagining the GP” and the role of private capital in shaping the future of capital formation and emerging megatrends. 🔸 Cecile Levi, Head of Private Debt and Laura Scolan, Head of France & COO of Private Debt, provided their outlook on growth momentum in the credit market at this year’s Private Debt Summit. 🔸 Pierre Abadie, our Group Climate Director, joined the Climate Summit, offering his perspective on the challenges and opportunities in the growing sustainable investment market and how investors can navigate #decarbonisation trends.    Many thanks to the IPEM team for hosting us!   #privatemarkets #privateequity #privatedebt #impactinvesting

🚀 Our latest CIO Outlook is now available! Looking ahead to 2025, we’re closely monitoring key themes that will shape the investment landscape, including: 📌 Increasing government intervention in economic affairs 📌 The steep rise in investment spending worldwide 📌 Continuing deglobalisation and a multipolar world, with the Indo-Pacific region emerging as the main growth driver  📌 AI’s transformative impact on our economies We're also reflecting on recent months: Were our predictions accurate? How should we view the projections we made in 2023?   📌 Value creation founded on resilience over efficiency 📌 Misalignment of interests between central banks and governments 📌 Rising costs of both capital and liquidity 📌 Structurally higher risk premiums Explore strategic insights in Tikehau Capital's latest CIO Outlook (in English): https://lnkd.in/eh2CqiRt Explore strategic insights in Tikehau Capital's latest CIO Outlook (in French): https://lnkd.in/eP3jDsS3 #economy #CIO #assetmanagement #finance #investment Thomas Friedberger Nina Majstorovic

📅 Next week, the Tikehau Capital team will be attending the 10th edition of IPEM, taking place from 9-11 September at the Palais des Congrès, Paris. 🎤 Our speaker line-up: ● 10 September, 4:40-5:10 pm – our co-founder, Antoine Flamarion, will join the main stage on a panel titled ‘Reimagining the future of GP’ to discuss the role of private capital in the new era of capital formation and megatrends. ● 11 September – As part of the Private Debt Summit, our Head of Private Debt, Cecile Levi will speak on the panel “Keep on Growing” (10:00-10:30 am), and Laura Scolan, Head of France and COO of Private Debt, will join the panel “Direct Lending in Europe” (3:00-3:30 pm). ● 11 September, 3:00-3:30 pm – Pierre Abadie, our Group Climate Director, will participate in a Panel Session at the Climate Summit, which will explore the challenges and opportunities in the growing sustainable investment market, focusing on how investors can navigate decarbonisation trends and capitalise on transitioning assets. 📍 Come and meet our team at stand N138 – Level 1 – Hall Ternes. To arrange a meeting with one of our team, contact LPConnectivity@tikehaucapital.com. Find out more about the conference 👉 https://lnkd.in/e3Jnk-dH #IPEMParis2024 #privatemarkets #europe

[Podcast 🔉] Tikehau Capital's Deputy CEO and Co-CIO, Thomas Friedberger, shares our angle on the news shaping the market today in under 10 mins. This episode covers high market valuations in credit and equities, delayed rate cuts, AI’s profitability, softer earnings, a slowing US economy, and upcoming economic indicators. Listen wherever you get your podcasts 👉 https://lnkd.in/eMKiFgQB --- [Podcast 🔉] Thomas Friedberger, Directeur général adjoint et Co-CIO de Tikehau Capital, vous livre son décryptage des dynamiques économiques et des marchés en moins de 10 minutes. Cet épisode couvre les valorisations élevées sur les marchés du crédit et des actions, le report des baisses de taux d'intérêt, la rentabilité de l'intelligence artificielle, des bénéfices en baisse, le ralentissement de l'économie américaine et les prochains indicateurs économiques. Écoutez ce podcast sur votre plateforme favorite 👉 https://lnkd.in/ePNZJsHP #capitalmarkets #globaleconomy #assetmanagement #podcast *** Certain statements and forecasted data are based on current expectations, current market and economic conditions, estimates, projections, opinions and beliefs of Tikehau Capital and/or its affiliates. Due to various risks and uncertainties, actual results may differ materially from those reflected or contemplated in such forward-looking statements or in any of the case studies or forecasts.

[Podcast 🎙️] "The question is not to say 'is there a right investment or right impact?'. It's about being aligned with what you're trying to achieve. The key is to stay simple, rely on what's existing and focus on what you can control."   In an episode of the Pensions for Purpose Podcast, our Group Climate Director, Pierre Abadie joined Charlotte O'Leary and Charlotte Moore to delve into the nuances of #impact investing today. This wide-ranging discussion covers critical topics including:   🔍 Fiduciary responsibility and double materiality 🌱 The distinction between impact and transition 📊 Impact frameworks 💼 How pension schemes can stack capital for positive investments   🎧 Listen to the full episode here: https://lnkd.in/gwRQB3mw #ImpactInvestment #Transition #P4Ppodcast

[H1 2024 RESULTS 📈] 🚀 Dynamic commercial and transaction activity, solid underlying financial performance 🔸 13% year-over-year growth in Asset Management AuM, reaching €45.6bn at 30 June 2024. 🔸 Robust underlying financial performance. 🔸 Solid outlook ahead, with business acceleration anticipated for H2 2024, continued robust momentum in commercial and transaction activity, and confirmation of 2026 targets. 🗣 “In the first half of 2024, Tikehau Capital continued delivering solid results amid a complex market environment. We achieved a record level of net inflows for a first half of the year, reflecting the attractiveness of our investment strategies, and maintained dynamic capital deployment in future value-creation projects. During this period, we have further strengthened our multi-local platform, which boasts an increasingly larger and more international investor base. Our investors value our strong alignment of interests, supported by our balance sheet, and our disciplined approach characterized by high selectivity and conviction in key strategic themes that resonate globally – values that have guided us since our inception. As we celebrate, this year, 20 years of entrepreneurial adventure, Tikehau Capital is well positioned to continue growing and delivering value and is on track to achieve its 2026 objectives.” – Antoine Flamarion and Mathieu Chabran, co-founders of Tikehau Capital.   Read the press release 👉 https://lnkd.in/g8tgJ_n8 Lire le communiqué de presse 👉 https://lnkd.in/gPap2HWU See the key figures below 👇 #finance #assetmanagement #growth

🚀 Tikehau Capital is pleased to announce that STS Metals Inc, a manufacturer of titanium, stainless steel, nickel-based and other specialty alloys, has entered into exclusive discussions to acquire its portfolio company Brown Europe, a specialist in wire drawing of high-performance alloys for the aerospace industry. Since its acquisition by Tikehau Capital in June 2021 as part of its #privateequity aerospace strategy, Brown Europe has significantly expanded its business and contributed to the post-Covid recovery of the #aerospace sector. This growth, which has been particularly sustained in Europe, has been accompanied by a strengthening of the management team, local recruitment and significant investment in the company's buildings and industrial facilities. 💬 Emmanuel LAILLIER, Head of Private Equity at Tikehau Capital, and Fabien Roualdes, Executive Director within Tikehau Capital's private equity aerospace strategy: “This transaction would mark the first divestment of Tikehau Capital’s private equity strategy dedicated to aerospace, confirming our leadership in the aerospace and defence sector, where we invest in niche players with leading market positions and support their growth. Brown Europe's development over the past three years underlines our commitment to making strategic investments that create substantial value for our stakeholders, including our customers and Brown Europe's teams”.   Read the press release 👉 https://lnkd.in/eKr8EWEq Lire le communiqué de presse 👉 https://lnkd.in/eHSxFWhk Yann Chamary, Matthis S.

🌟 Congratulations to Domenico Paglia, Private Equity Investment Director at Tikehau Capital, who has been included in Real Deals' Future 40 Midmarket Investment Leaders list!   This list honours dealmakers who have navigated another 12 months of challenging conditions to deliver successful outcomes for their firms and investors.   Domenico’s inclusion highlights his deep expertise in mid-market investments, with Real Deals particularly noting his pivotal role in two milestone exits last year: the successful exit of Ecopol and the IPO of EuroGroup. Additionally, it credits Domenico with being instrumental in shaping the #ESG and impact strategy of Tikehau Capital’s latest vintage of private equity #decarbonisation strategy.    ➡️ https://lnkd.in/eTyMf5iF  Finatal  #Future40 #privateequity #midmarket

🔥 Faster, higher, stronger With the thirty-third modern #OlympicGames opening in Paris this Friday 26 July, we’re revisiting our Deputy CEO & CO-CIO, Thomas Friedberger's latest CIO Letter, 'Faster, Higher, Stronger', which traces the evolution of the Olympic spirit and our economic system, emphasising that reconnecting with the living world is essential for sustainable preservation and preventing collapse. Discover the CIO Letter in English, “Faster, Higher, Stronger” 👉 https://lnkd.in/eSbNSvXp   Discover the CIO Letter in French, "Plus vite, plus haut, plus fort" 👉 https://lnkd.in/evJ6hzNZ #Paris #Olympics #assetmanegement