...

Private equity's strengths in a global economy

The final word with Frederic Stolar

share on

Events Altaroc

The final word with Frederic Stolar

Published on

23/1/2025

Episode

15

3:07mn

Summary

In this web conference conclusion, Frédéric Stolar thanks the participants for their trust and reaffirms the solidity of the strategy of Altaroc in Private Equity. It highlights the promising performance of the Vintage Odyssey 2024, already committed to five leading funds, with a notable first investment in Qlik. Frédéric also announces the company's upcoming key events.

Written transcription

Damien Hélène: Our web conference is almost over. Frédéric, a few words in conclusion for those watching us.

Frédéric Stolar: I would first like to warmly thank each of you for your presence today and for the trust you continue to show us. This web conference has allowed us to share with you our vision and the vision of the experts who support us on this historical resilience of Private Equity, on the outperformance of the vintages that followed the periods of crisis and on the solidity and originality of our strategy for building Vintage , particularly on the key dimension of co-investments. I hope that these elements will have convinced you that it is the right time to invest in Private Equity and above all that our Vintage 2024 Odyssey, which is off to a very good start, represents an interesting opportunity for private clients. I would also like to point out the excellent visibility we have on this Vintage since we are already committed to five leading global funds and we have already made a very interesting first investment with Qlik, whose CEO you heard exclusively a few minutes ago. The Odyssey 2024 fundraising period will end on March 31. So there are only a few weeks left to subscribe.

Damien Hélène: Thank you Frédéric. You also wanted to share our upcoming appointments with us.

Frédéric Stolar: Absolutely Damien. First of all, we will be at the IPM Wealth show in Cannes on January 28, 29 and 30 and we will be delighted to meet our partners there. Come see us! I am adding our now unmissable meeting on BFM Business for the Inside Private Equity show on Wednesday, January 29 at 9:30 p.m. Come along! I would like to remind you that this show is fully in line with our educational approach around the private equity asset class to answer the very concrete questions that our partners and their clients are asking, exactly as we did with you today.

Damien Hélène: Yes, indeed. And for this show on January 29 at 9:30 p.m., we will welcome Maurice Tchenio, but also the president of Thom, the holding company of the Histoire d'or group and Guillaume Lorin, managing partner and CEO of PwC in France. A final word, Frédéric.

Frédéric Stolar: A final word to announce to those watching that the new ESG report from our management company has just been published. It is a very comprehensive document that details our proactive support approach to our managers on these fascinating ESG topics. I invite you to consult it on our website Altaroc altaroc.pe.

Damien Hélène: Thank you very much Frédéric. And thank you all. We hope that this web conference has provided you with useful answers and insights. While waiting to meet again very soon, we wish you all a very happy new year 2025!

In this series

16

episodes

Introduction - The advantages of private equity in a global economy

Discover the highlights of our first webinar of 2025 with Damien Hélène and Frédéric Stolar. On the agenda: the arrival of Cyril Hourdry as Director of Development France, the launch of our Odyssey ranges in ELTIF 2.0 format to accelerate our expansion in Europe, and an analysis of the macroeconomic outlook for Private Equity. We will also discuss the opportunities offered by our Vintage 2024 and co-investments through exclusive interviews. An essential session to start the year off right.

Discover the highlights of our first webinar of 2025 with Damien Hélène and Frédéric Stolar. On the agenda: the arrival of Cyril Hourdry as Director of Development France, the launch of our Odyssey ranges in ELTIF 2.0 format to accelerate our expansion in Europe, and an analysis of the macroeconomic outlook for Private Equity. We will also discuss the opportunities offered by our Vintage 2024 and co-investments through exclusive interviews. An essential session to start the year off right.

The impact of the economic context

Interview with Xavier Robert, Chief Investment Officer of Brigepoint, on the macro-economic context and its impact on private equity.

In this video, Xavier Robert, Chief Investment Officer at Bridgepoint , analyzes the impact of macroeconomic dynamics on Private Equity, including the reindustrialization of the United States and the rise of Artificial Intelligence. He explains why American growth, even under Trump, remains a positive lever for European funds, thanks to the internationalization of portfolio companies. Find out how Bridgepoint maintains solid performance despite an uncertain economic environment and why 2023-2025 are shaping up to be key years for investment.

In this video, Xavier Robert, Chief Investment Officer at Bridgepoint , analyzes the impact of macroeconomic dynamics on Private Equity, including the reindustrialization of the United States and the rise of Artificial Intelligence. He explains why American growth, even under Trump, remains a positive lever for European funds, thanks to the internationalization of portfolio companies. Find out how Bridgepoint maintains solid performance despite an uncertain economic environment and why 2023-2025 are shaping up to be key years for investment.

The impact of the US election on private equity

In this video, Louis Flamand, Chief Investment Officer of Altaroc , shares his analysis on the impact of the current macroeconomic environment and recent political developments on Private Equity. He explains why post-crisis vintages, such as 2024 and 2025, present particularly attractive investment opportunities. Also discover how Altaroc has been able to accelerate the deployment of its Vintage 2024 through strategic co-investments, despite economic uncertainties.

In this video, Louis Flamand, Chief Investment Officer of Altaroc , shares his analysis on the impact of the current macroeconomic environment and recent political developments on Private Equity. He explains why post-crisis vintages, such as 2024 and 2025, present particularly attractive investment opportunities. Also discover how Altaroc has been able to accelerate the deployment of its Vintage 2024 through strategic co-investments, despite economic uncertainties.

Co-investments, an essential performance lever in Altarocs strategy

In this video, Louis Flamand,Altaroc's Chief Investment Officer, explains the fundamentals of private equity co-investment and its benefits for investors. He details how Altaroc selects the best opportunities alongside trusted managers, optimizes fees and accelerates the deployment of its Vintage investments. Find out why a controlled 20% allocation to co-investments is essential for risk management and portfolio performance.

In this video, Louis Flamand,Altaroc's Chief Investment Officer, explains the fundamentals of private equity co-investment and its benefits for investors. He details how Altaroc selects the best opportunities alongside trusted managers, optimizes fees and accelerates the deployment of its Vintage investments. Find out why a controlled 20% allocation to co-investments is essential for risk management and portfolio performance.

Focus on the new co-investments of Vintage Altaroc Odyssey

In this video, Claire Peyssard, Head of Reporting and ESG at Altaroc , unveils the ten co-investments made in 2024, highlighting strategic sectors such as enterprise software and business services. It explains why these sectors offer resilience, growth and profitability, in particular thanks to business models based on subscription and the integration of artificial intelligence. Also discover two major co-investments: Opteven and Qlik, companies in full expansion, presented by their CEOs.

In this video, Claire Peyssard, Head of Reporting and ESG at Altaroc , unveils the ten co-investments made in 2024, highlighting strategic sectors such as enterprise software and business services. It explains why these sectors offer resilience, growth and profitability, in particular thanks to business models based on subscription and the integration of artificial intelligence. Also discover two major co-investments: Opteven and Qlik, companies in full expansion, presented by their CEOs.

Entrepreneur interviews

In this video, discover the inspiring journeys of Jean-Mathieu Biseau, CEO of Opteven, and Mike Capone, CEO of Qlik. Jean-Mathieu looks back on Opteven's transformation into a European leader in automotive services through spin-off strategies and partnerships with investment funds. For his part, Mike Capone shares the evolution of Qlik, a pioneer in data analysis, towards a complete platform integrating artificial intelligence and the cloud. Two stories of growth and innovation supported by strategic co-investments from Altaroc .

In this video, discover the inspiring journeys of Jean-Mathieu Biseau, CEO of Opteven, and Mike Capone, CEO of Qlik. Jean-Mathieu looks back on Opteven's transformation into a European leader in automotive services through spin-off strategies and partnerships with investment funds. For his part, Mike Capone shares the evolution of Qlik, a pioneer in data analysis, towards a complete platform integrating artificial intelligence and the cloud. Two stories of growth and innovation supported by strategic co-investments from Altaroc .

Vintage Altaroc Odyssey co-investment performance

In this video, Claire Peyssard, Head of Reporting and ESG at Altaroc , shares results on recent co-investments. She explains why companies held for less than a year are already showing significant revaluations, a rare phenomenon in private equity. Claire also highlights the exceptional performance of the largest co-investment in Vintage 2021, already valued at more than twice the stake in less than 2 and a half years.

In this video, Claire Peyssard, Head of Reporting and ESG at Altaroc , shares results on recent co-investments. She explains why companies held for less than a year are already showing significant revaluations, a rare phenomenon in private equity. Claire also highlights the exceptional performance of the largest co-investment in Vintage 2021, already valued at more than twice the stake in less than 2 and a half years.

The long view, a key performance driver in private equity

In this video, Dimitri Bernard, Investment Director at Altaroc , and Eliott Vincent, Key Account Manager, decipher the specificities of Private Equity, including the pace of fund deployment and the lifespan of investments. Dimitri explains why fund calls are deferred and how the ten-year investment cycle promotes performance and risk management. An essential discussion to understand the structure and advantages of this asset class, often unknown to private investors.

In this video, Dimitri Bernard, Investment Director at Altaroc , and Eliott Vincent, Key Account Manager, decipher the specificities of Private Equity, including the pace of fund deployment and the lifespan of investments. Dimitri explains why fund calls are deferred and how the ten-year investment cycle promotes performance and risk management. An essential discussion to understand the structure and advantages of this asset class, often unknown to private investors.

Liquidity in Private Equity

In this video, Dimitri Bernard, Investment Director at Altaroc , explains how Private Equity combines high performance with liquidity management. He details the deployment, disposal and distribution phases of funds, emphasizing the importance of a long investment horizon to maximize returns. Dimitri also discusses the ability of funds to maintain their historical performance in a changing market environment, emphasizing the importance of a disciplined strategy to optimize exit windows.

In this video, Dimitri Bernard, Investment Director at Altaroc , explains how Private Equity combines high performance with liquidity management. He details the deployment, disposal and distribution phases of funds, emphasizing the importance of a long investment horizon to maximize returns. Dimitri also discusses the ability of funds to maintain their historical performance in a changing market environment, emphasizing the importance of a disciplined strategy to optimize exit windows.

Tomorrow's champion managers

In this video, Dimitri Bernard, Investment Director at Altaroc , analyzes the ability of Private Equity funds to maintain their historical performance in a less favorable economic context. He explains why, despite the end of low rates and abundant liquidity, Private Equity maintains an advantage over listed markets thanks to solid operational contributions, active governance and business transformation strategies. Dimitri also emphasizes the importance of targeting specialized funds to continue generating attractive returns.

In this video, Dimitri Bernard, Investment Director at Altaroc , analyzes the ability of Private Equity funds to maintain their historical performance in a less favorable economic context. He explains why, despite the end of low rates and abundant liquidity, Private Equity maintains an advantage over listed markets thanks to solid operational contributions, active governance and business transformation strategies. Dimitri also emphasizes the importance of targeting specialized funds to continue generating attractive returns.

Private equity fees

In this video, Dimitri Bernard, Investment Director at Altaroc , answers Eliott Vincent's questions on the role of fees in Private Equity and their impact on net performance. He explains why these high fees are justified by the complexity of the operations, the involvement of specialized experts and the rigorous Due Diligence processes. Dimitri also highlights why Private Equity, despite its potential for higher returns than listed markets, remains underexploited by private investors, due to misperceptions about the costs and complexity of this asset class.

In this video, Dimitri Bernard, Investment Director at Altaroc , answers Eliott Vincent's questions on the role of fees in Private Equity and their impact on net performance. He explains why these high fees are justified by the complexity of the operations, the involvement of specialized experts and the rigorous Due Diligence processes. Dimitri also highlights why Private Equity, despite its potential for higher returns than listed markets, remains underexploited by private investors, due to misperceptions about the costs and complexity of this asset class.

Making private equity accessible

In this video, Dimitri Bernard and Eliott Vincent from Altaroc explain why Private Equity remains relatively inaccessible to private investors despite its high return potential. They address the main obstacles such as the high entry ticket, administrative complexity and lack of product knowledge. Thanks to the offer Altaroc Odyssey, which democratizes access to quality funds with a reduced ticket, Altaroc has attracted nearly 6,000 investors in four years. Discover how the expertise of the teams and the commitment of the founders contribute to this success.

In this video, Dimitri Bernard and Eliott Vincent from Altaroc explain why Private Equity remains relatively inaccessible to private investors despite its high return potential. They address the main obstacles such as the high entry ticket, administrative complexity and lack of product knowledge. Thanks to the offer Altaroc Odyssey, which democratizes access to quality funds with a reduced ticket, Altaroc has attracted nearly 6,000 investors in four years. Discover how the expertise of the teams and the commitment of the founders contribute to this success.

Altaroc Partners, a pioneering private equity management company

In just 4 years, 6,000 investors have entrusted Altaroc with access to an exclusive selection of the best private equity funds. Recognized expertise, a strong alignment of interests and dedicated support explain this success. Find out why Altaroc is the benchmark for private equity investing.

In just 4 years, 6,000 investors have entrusted Altaroc with access to an exclusive selection of the best private equity funds. Recognized expertise, a strong alignment of interests and dedicated support explain this success. Find out why Altaroc is the benchmark for private equity investing.

The final word with Frederic Stolar

In this web conference conclusion, Frédéric Stolar thanks the participants for their trust and reaffirms the solidity of the strategy of Altaroc in Private Equity. It highlights the promising performance of the Vintage Odyssey 2024, already committed to five leading funds, with a notable first investment in Qlik. Frédéric also announces the company's upcoming key events.

In this web conference conclusion, Frédéric Stolar thanks the participants for their trust and reaffirms the solidity of the strategy of Altaroc in Private Equity. It highlights the promising performance of the Vintage Odyssey 2024, already committed to five leading funds, with a notable first investment in Qlik. Frédéric also announces the company's upcoming key events.

Private equity's strengths in a global economy

Other videos

Interview - Thomas Riou

2:51mn

By

Interview - Stéphane Rudzinski

6:04mn

By

Interview - Sabrina Riviere

4:22mn

By

Interview - Philippe Jeanjean

3:55mn

By

Newsletter

In our monthly newsletter, you can find out about new divestments and acquisitions made by the Altaroc Vintages, as well as exclusive analyses of the leading figures shaping Private Equity.

Contacts

We’re always happy to chat.

Our Private Equity offerings

understanding Private Equity

What is Private Equity?Webinars & events Altaroc videos White Papers Private Equity Glossary Private Equity FAQs

Altaroc

Manifesto History General Partner The Team Our ESG commitments Roadmap

For professionals

Become a Partner My Space Altaroc in the press News from our Vintages Our managers Portfolio of companies

© Altaroc 2024

GTC Terms & Conditions Cookie policy Privacy policy Documentary library Media

Important information

Information on investment performance is given solely for illustration purposes. Past performance is not a reliable guide to future results. An investment in Private Equity involves a high degree of risk. Potential investors must have the financial capacity and willingness to bear the risks associated with investing in the Funds (including the potential total loss of their capital), as well as – in the case of the Altaroc ranges – the lack of liquidity. Find out more here.