#29 Dan Rasmussen - Disrupting Private Equity - a podcast by Lukasz Musialski, Leonardo Severino, Andreas von Hirschhausen

Dan Rasmussen is the Founder and Portfolio Manager at Verdad, a hedge fund that attempts to replicate privately-equity like returns through investments in publicly listed highly leveraged micro-caps. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan graduated from Harvard summa cum laude and Phi Beta Kappa and received an MBA from the Stanford Graduate School of Business. He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list.

In the episode we talked about:

• Replicating private equity with public equities
• Average private equity deal structures now and then
• Leverage buyout transaction structures in US and Asia
• Controlling for risk and bankruptcy probability
• United States vs Japan market for equities
• Doing research in quantitive investing
• Difference of running big and small funds
• The relationship between interest rates and equities
• Why is Dan bearish on VC
• Properties of small cap companies
• Private equity in emerging markets
• Do MBAs make better CEOs?

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

 

Find out more at https://www.thewallstreetlab.com/

 

Luke, Leo & Andy

Further episodes of The Wall Street Lab

Further podcasts by Lukasz Musialski, Leonardo Severino, Andreas von Hirschhausen

Website of Lukasz Musialski, Leonardo Severino, Andreas von Hirschhausen