INTERVIEW 🎙️ John Ivanac, Franklin Templeton: Where are Opportunities in Private Markets
Channel: Beryl Elites
Date: 2023-12-18

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INTERVIEW 🎙️ featuring:
John Ivanac,  Senior Vice President,  Franklin Templeton
Lindsey L. Miller, Performing Artist and Producer

What are some of the opportunities you are seeing across private markets?
❖ “I would say a lot has changed in a short period of time, particularly over the last 18 months.  You had a period of post global financial crisis with basically a zero-interest environment, money was free.  That has all gone backwards, we've changed dramatically as cost of capital is much higher, it's a difficult business operating environment. The way I would describe it is a liquidity crunch. So, in a liquidity crunch, if you're the provider of liquidity it creates great opportunities. Some of the areas that we like are private equity secondaries, private debt particularly in capital solutions where you can lend to companies that are high quality that just need to access that financing. Lastly in venture, we really like to see structured equity transactions. Those are really interesting opportunities for us.”

What are some of the concerns you were hearing from institutional investors in today's
environment?
❖ “We're hearing a lot of them. I'd say to summarize, it's the next shoe to drop; we have two wars going on, we have geopolitical tensions across the planet, a difficult operating environment, the cost of capital has gone up significantly. Only about 25% of issuers in the U.S. have actually hedged their inflation rate risk, so we really do see major challenges across the board that investors are majorly concerned. In terms of where their focus is, there's a lot on horizon. In the coming 12 months we have big election coming next year, markets are in a bit of turmoil, everyone's trying to debate where their private market valuations are.  So, certainly a lot of concerns on the rise amongst institutional investors.”


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