The Neglected Weight of Time (in Private Equity History and Valuation)

There are instances, you would agree, when putting time in perspective can make a real difference.

Hey Hey My My, Private Equity Can Never Die

One of the likely most memorable achievements of David Rubenstein will be not about private equity, in the strict sense – it will be the rap he sang in the Carlyle’s 2014 Holiday message to investors. Musical license for musical license, he might as well have come up with a rock song to introduce his recent predictions about the evolution private equity industry. Neil Young would forgive that it is me instead to “use” the song for a few related comments.

The DaRC Side of the J-Curve

It’s not a “J”, it’s an “S”!  Coming out from the DaRC Room, that’s what the picture is telling!