Logo
    Search

    About this Episode

    Elizabeth Seeger, Managing Director of Sustainable Investing at KKR, joins Winna Brown to discuss why KKR views ESG as a business opportunity that both creates and protects value over time.

    ESG has skyrocketed to the top of many PE firms’ list of strategic priorities in the past couple of years. PE firms that may have historically viewed ESG as a “nice to have” or a “check the box” exercise, are now increasingly considering ESG to be a business issue that is embedded in the business, not peripheral to it.

    PE firms such as KKR that were early adopters of and believers in ESG are now in a position not only to lead the charge to net zero, but to share their learnings with other firms that may be earlier on their ESG journey. At KKR, ESG is viewed as a way to both protect and enhance value over time and is managed alongside other business issues.

    KKR is focused on climate change, data and integrating ESG issues and subject matter expertise into the investment process. The firm views ESG data not as a way to score potential targets, but to identify a pathway to managing ESG-related risk sover the duration of the hold period. Lastly, KKR has identified three measurable ESG pillars across the portfolio regardless of industry: climate, human capital and data responsibility (cybersecurity and data privacy).

    PE has an interesting role to play in the transition to net zero, and firms are likely to focus on 6 key areas:

    1. Creating and protecting value through ESG
    2. Building and deploying teams of resources and expertise
    3. Integrating climate and ESG considerations into investment processes
    4. Launching standalone ESG or impact funds
    5. Spotlighting portfolio companies that are addressing critical environmental and social challenges
    6. Collaborating and knowledge sharing to share solutions and best practices

    Recent Episodes from NextWave Private Equity

    The evolving middle market landscape

    The evolving middle market landscape

    In this episode, Flor Kassai, Head of the Buyout Fund at Inflexion Private Equity Partners, a leading mid-market private equity fund, joins our host Bridget Walsh, EY Global Private Equity Leader, to discuss the evolving middle market landscape.

    NextWave Private Equity
    enMarch 08, 2024

    PE Pulse: Five takeaways from Q4 2023

    PE Pulse: Five takeaways from Q4 2023

    Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 4Q 2023 that are top of mind for Private Equity (PE) investors.

    PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends.

    Visit https://www.ey.com/pepulse to view this quarter’s summary. 

    In this episode, we will provide a quick rundown of how last year shook out and some of the things that we expect for 2024. All the important themes and trends and how we think the macro environment is going to impact private equity in terms of deployment, fundraising, financing exits and some of the longer-term impacts as well. And we'll also take a look at some really interesting survey data that we've been collecting over the last few weeks. 

     

    What’s next for tech

    What’s next for tech

    Software’s been a powerful theme for PE investors for much of the last decade, representing between one-quarter and one-third of total PE deployment. David Humphrey, Partner in the Technology, Media & Telecommunications Vertical and Co-Head of Bain Capital’s North American Private Equity business, discusses the philosophy into investing in the tech space.

    NextWave Private Equity
    enNovember 10, 2023

    PE Pulse: five takeaways from 3Q 2023

    PE Pulse: five takeaways from 3Q 2023

    Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 3Q 2023 that are top of mind for Private Equity (PE) investors.

    PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends.

    Visit https://www.ey.com/pepulse to view this quarter’s summary.

    In this episode, Pete reviews PE deal activity, which continues to accelerate while visibility into interest rate trajectories and macro volatility begins to recede. 

    NextWave Private Equity
    enOctober 25, 2023

    PE Pulse: five takeaways from 2Q 2023

    PE Pulse: five takeaways from 2Q 2023

    Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2023 that are top of mind for Private Equity (PE) investors.

    PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends.

    Visit https://www.ey.com/pepulse to view this quarter’s summary.

    In this episode, Pete reviews the recent PE landscape and modest uptick on European resurgence.

    NextWave Private Equity
    enAugust 21, 2023

    PE Pulse: five takeaways from 1Q 2023

    PE Pulse: five takeaways from 1Q 2023

    Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 1Q 2023 that are top of mind for Private Equity (PE) investors.

    PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends.

    Visit https://www.ey.com/pepulse to view this quarter’s summary. 

    In this episode, we will provide a quick rundown of what we’re seeing in the private equity space. All the important themes and trends, and how today’s macro environment is impacting PE – in terms of deployment, fundraising, financing, and some of the longer-term impacts. 

    PE Pulse: five takeaways from 4Q 2022

    PE Pulse: five takeaways from 4Q 2022

    Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 4Q 2022 that are top of mind for PE investors.

    PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends.

    Visit https://www.ey.com/pepulse to view this quarter’s summary. 

    2022 was an incredibly dynamic year for the private equity (PE) industry, characterized by growth, innovation, creativity and the trademark resiliency that has defined the industry since its inception. The first half of the year saw a deal environment that carried over much of the momentum from 2021’s record levels of activity and the second half of the year saw PE firms become increasingly cautious in the face of rising inflationary pressures, the macro impacts of the war in Ukraine, a widening valuations gap, and widespread dislocation in the financing markets that restricted access to PE’s traditional sources of financing.