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Trust Issues: Investing in private equity with Neuberger Berman's Paul Daggett
Description
In this episode of Trust Issues, we speak with Paul Daggett from NB Private Equity Partners (NBPE) about the benefits of co-investments, the outlook for private equity and the scale that Neuberger Berman brings to NBPE.
00:00 Introduction
01:22 Why private equity performance versus listed markets can improve
03:33 What does dry powder mean?
04:22 How will tariffs affect private equity more broadly and NBPE more specifically?
06:46 Are private equity managers introducing any tariff-mitigation strategies?
09:49 Just how much scale does Neuberger Berman have within private markets and how does that benefit NBPE?
13:19 What are co-investments and what are the benefits?
17:43 How NBPE achieves diversification of private equity sponsors
20:03 Examples of the companies NBPE invests in
23:23 The long-term secular trends NBPE is tapping into
26:37 How does NBPE balance the need for share buybacks with the need to keep making new investments?
28:43 The outlook for private equity
31:20 Further information
31:42 Risk warning
Our latest note on NBPE: https://www.trustintelligence.co.uk/investor/articles?fund_id=1
NBPE's website: https://www.nbprivateequitypartners.com/
Please note that this podcast was recorded on 22/07/2025.