Videos

Anna-Clara Clancy de Olavide speaks with David Roux, co-founder of Silver Lake and Executive Chairman of BayPine, on AI’s underestimated impact beyond tech. Drawing on decades of experience at the intersection of technology and investing, Dave shares how he thinks about this generational opportunity.

Joe Clark sits down with Patrick Turner of VSS Capital Partners to explore how structured capital supports founder-led, lower mid-market services businesses. They discuss what structured capital is, why founders partner with VSS, and how the firm drives long-term value creation.

Following our recent note on distress in US commercial real estate, Robert May shares what’s happening in the market, how it is shaping lender behaviour, and how investors can approach opportunities emerging from current dislocation.

Joe Clark speaks with Graham Manley of Antares Capital on what drives success in US mid-market direct lending. They cover: the appeal of the core mid-market, the role of sponsor relationships and scale, alignment through capital investment, risk management, and deal activity trends.

A year after our US sports investing paper, Robert May and Krupesh Shah revisit the theme. They discuss valuation gaps between the US and Europe, private equity ownership in the NFL, and rising media rights values driving growing institutional investor interest.

Alvine Capital proudly marks its 20th anniversary, reflecting a quarter-century of dedicated expertise and trusted partnerships in European private markets.