Insights

Private Capital

By
No items found.
Private Capital Team
July 6, 2020
Share this post

Our Road to Recovery Series shifts the focus from tactical, reactionary conversations to helping people strategically think through what's ahead. In this panel, led by Balentine's Head of Family Office Services and Private Capital, Mark Bell, Ph.D., we discuss how the pandemic has impacted private capital.

To look at the road to recovery from a private equity and venture capital perspective, we hosted experts from three VC firms with vantage points around healthcare, fintech and IT: Tom Greer of Fulcrum Equity Partners, Gardiner Garrard of TTV Capital, and Alan Taetle, from Noro-Moseley.

Hear their vantage points in today's swiftly changing world, including their latest thinking on:

  • How their portfolio companies experienced the crisis
  • Trends in a road to recovery in the coming months and quarters
  • How much of this is temporary and what may have shifted permanently
  • Latest thinking on which companies have the potential to pivot and disrupt
  • Plans for putting new capital to work in the back half of the year
  • Pandemic recovery for healthcare and fintech industries
  • Permanent winners and losers coming out of this technological acceleration
No items found.

Browse our collection of resources from trusted thought leaders.

Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.

Less Guidance, More Discipline: The Fed Steps Back

In Q2, Kevin Warsh took over as Fed Chair with a different playbook: price stability first, and no more signaling the Fed's next move. Investors lost their read on what came next, and markets turned choppy. We didn't waver. We stayed the course our data-driven process set: overweight stocks, no reactive trades. The result? We believe our discipline was rewarded. CIO David Damiani, CFA shares how in our Quarterly Market and Economic Report.

Beyond The Exit: What Founders Need To Understand Before Selling Their Business

For decades, Robert Balentine has guided entrepreneurs through pivotal transitions. In this Forbes article, he lays out a hands-on approach to navigating the emotional and relational shifts of an exit, helping founders turn a successful business into wealth that lasts well beyond one generation.

The Tax-Aware Investor

For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.