PE Associates, how much time do you spend on portco management?
Not referring to things like M&A or debt refi, but things like monthly reporting, KPI dashboards, quarterly/annual valuation, executive compensation structure, inventory management, cost cutting, tracking distributions, etc?
As an associate as well as now as a new VP - more than I would like
PE is done as an asset class imo. Read marks or marc rowan investor presentations at apollo
Which memo did he call out PE in?
Sea Change or something of the sort
90%
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