Matt Cohen welcomes back John Ruffolo of Maverix Private Equity, focusing on a variety of topics, including predictions for the next Canadian election, reflections on the 2023 conference season, and the impact of long-term value creation in Canadian business. They also discuss PitchBook's 2024 university rankings and their implications for Canadian education and entrepreneurship. Additionally, they explore trends in private equity and leveraged buyouts, the impact of interest rates on these markets, and the future of long-term capital in Canada.
In this episode, we discuss:
(00:21) The busy conference season including Maverix’s off-the-record Leadership Summit
(02:00) Reflections on Mark Leonard’s strategic growth and long-term value creation.
(04:47) Discussion on Andre De Grasse and his transition into investing.
(06:00) Analysis of PitchBook’s 2024 university rankings and Canada’s showing.
(11:15) The shift from leveraged buyouts to minority buyouts in private equity.
(16:57) OMERS Ventures and the consolidation of its private capital group.
(20:04) The recent U.S. election debate and its entertainment value.
Follow Matt Cohen and Tank Talks here!
News Rundown: The Maverix Conference Recap, Canadian Elections, PitchBook’s 2024 University rankings and more with John Ruffolo of Maverix Private Equity