Themes day is coming up. Want to think of some banger ideas, anyone got any tips?
We all have to think of 5 investment themes. How do you guys brainstorm/come up with the best ideas? Thanks
Edit: work in a UMM PE shop with verticals in industrials, TMT, financials, and healthcare. we have some focus on credit as well and also have an insurance platform.
I am typically focused on financials and also work with the folks on the insurance platform / asset management business.
We can't help if you don't provide more color on the strategy/ies your fund is open to
We about to go to war? Invest in some nuclear bombs.
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