Tikehau Capital

🎉 Celebrating entrepreneuship! 🚀 This week, Tikehau Capital and Frenchfounders hosted an inspiring panel discussion on "Entrepreneurship and Export" featuring Mrs. Olivia Gregoire, France’s Minister for Small and Medium Enterprises, Trade, Crafts and Tourism. A variety of crucial topics for entrepreneurship were explored, including: 📝 Simplifying procedures for entrepreneurs 🌍 Supporting exports 🌐Navigating cultural differences between Europe and the USA in entrepreneurship 🇫🇷 Leveraging France's strengths in entrepreneurship Our co-founder, Mathieu Chabran, kicked off the panel at Tikehau Capital's future premises in New York. This was followed by a discussion where Ariane Daguin, Founder of D'Artagnan, Clemence Danko, Founder and Owner of CHOC·O·PAIN French Bakery & Café, and Matthieu Masselin, Co-founder of Wandercraft, shared their invaluable experiences as French entrepreneurs thriving in the United States. An inspiring event celebrating the spirit of innovation and cross-border collaboration! Benoit Buridant Geraldine Le Meur Victoire Solly Arthur Simon Celia Ravix Grégoire Lucas Frédéric ROSSI Olivia Gregoire Antonin Aviat Anne-Laure Peytavin Mondoulet Damien Laban   #Entrepreneurship #Innovation #France #USA #CrossBorder #BusinessGrowth

Our Deputy CEO, Henri Marcoux, participated in the Future of Finance forum hosted by Bloomberg, where he shared insightful perspectives on the "Private assets: trends and evolution" panel moderated by Swetha Gopinath. 💡 Alongside industry experts Mark Benedetti from Ardian and William Kadouch-Chassaing from Eurazeo, Henri delved into key topics shaping the private markets landscape. From discussions on #midmarket transactions to the #retailisation of #privatemarkets, and the significance of #impactinvesting, the forum offered invaluable insights into the evolving dynamics of finance. Henri's contributions also shed light on navigating the #geopolitical landscape and identifying emerging opportunities for growth. #futureoffinance

[Podcast 🔉] Tikehau Capital's Deputy CEO and Co-CIO, Thomas Friedberger, shares our angle on the news shaping the market today in under 10 mins. Listen wherever you get your podcasts 👉 https://lnkd.in/eANPUaSD --- [Podcast 🔉] Thomas Friedberger, Directeur général adjoint et Co-CIO de Tikehau Capital, vous livre son décryptage des dynamiques économiques et des marchés en moins de 10 minutes. Ecoutez ce podcast sur votre plateforme favorite 👉 https://lnkd.in/e5TrBrh3 #capitalmarkets #globaleconomy #assetmanagement #podcast *** Certain statements and forecasted data are based on current expectations, current market and economic conditions, estimates, projections, opinions and beliefs of Tikehau Capital and/or its affiliates. Due to various risks and uncertainties, actual results may differ materially from those reflected or contemplated in such forward-looking statements or in any of the case studies or forecasts.

“The sticky structural inflation on the short end of the curve is here to stay” –   Tikehau Capital’s Co-founder Mathieu Chabran recently joined CalSTRS CIO Christopher Ailman at the #milkenglobalconference to discuss the ever changing market environment with CNBC’s Brian Sullivan.   Mathieu shared his insights on why investors should be focusing on the basics and ignore the wishful thinking of interest rate cuts. Despite these challenges many investors are dealing with, Mathieu emphasised the importance of staying true to being a long-term asset allocator and not just timing the market, to generate premium returns for shareholders.   Watch the interview 👇   #MIGlobal #creditmarkets #investment #assetmanagement #privatemarkets

📊 💡 Private assets: trends and evolution On 14th May our Deputy CEO, Henri Marcoux will speak at Bloomberg’s The #FutureofFinance Forum in Paris to explore Paris’s evolving role as a European financial centre as well as the sustainability issues, technological innovations and regulatory developments that are reshaping finance. In a panel discussion moderated by Swetha Gopinath, Private Equity Reporter at Bloomberg News, Henri will share his insights on how the current environment is impacting the private assets landscape, highlighting the emerging trends, challenges and opportunities in #privatemarkets alongside his fellow panellists, Mark Benedetti from Ardian and William Kadouch-Chassaing from Eurazeo. Register here: https://lnkd.in/etPqg7Zi #futureoffinance #investment #privateassets

The Ministère de la Défense and Tikehau Capital announce the signing of a new partnership agreement.   📌 This is part of the launch of Tikehau Capital's private equity strategy dedicated to #cybersecurity in October 2023.   📌 The strategy has achieved an initial closing of over €200 million and has made two investments in ChapsVision and ProvenRun.   📌 Building on the strategic partnership established in 2019 for the predecessor fund Brienne III, this new collaboration enables Tikehau Capital to leverage the expertise of the Ministry's cybersecurity players and aims to strengthen the cybersecurity sector in #France and #Europe.   Sébastien Lecornu, Emmanuel Chiva, Bruno Marescaux, Lionel MORIN, Aymeric Bonnemaison, DGA - Direction générale de l'armement, Quentin Besnard, Gilles Daguet, Augustin Blanchard, Francois Lavaste, Emmanuel LAILLIER, Marwan Lahoud, Arnaud C., Henri Marcoux   #investment #resilience #financing   *** 🇫🇷   Le Ministère de la Défense et Tikehau Capital annoncent aujourd'hui la signature d'une nouvelle convention de partenariat.   📌 Celle-ci s'inscrit dans le cadre du lancement de la stratégie de private equity dédiée à la #cybersécurité de Tikehau Capital en octobre 2023.   📌  La stratégie a réalisé un premier closing à 200 millions d'euros et deux investissements dans ChapsVision et ProvenRun.   📌 Ce partenariat stratégique, qui fait suite à celui établi en 2019 pour le fonds prédécesseur Brienne III, permet à Tikehau Capital de bénéficier de l'expertise des acteurs de la cybersécurité du Ministère, et vise à renforcer la filière de la cybersécurité en #France et en #Europe.   #investissement #resilience #financement

🎉👏 Congratulations to Theo Curin for completing his next sporting mission, the Madiba Challenge! Named after Nelson Mandela, this ambitious sporting and solidarity initiative, saw Théo, the talented paralympic athlete and his friend Ismaël Khelifa and fellow participant complete the following challenges in South Africa: 🏊 A 30 km swim in open water (12°C) around Robben Island. 🚴 A demanding 100 km bike ride around Cape Town. 🏘 The goal was not just to push physical limits but also to help others. Théo and Ismaël undertook this challenge to support the young people of Langa, a township near Cape Town. Their efforts are helping to build a sports and arts facility and start a long-term educational program to help the local youth grow and connect. Congratulations to the whole team! 📷 https://www.clipmybiz.com/ #challenge #sports #corporateculture #values #MadibaChallenge #defimadiba

🚀 Tikehau Capital is delighted to announce its partnership in Hong Kong with Flow Capital, a leading multi-asset alternative investment firm. 📌 Coinciding with the new partnership, Tikehau Capital will open a new office in Hong Kong, reaffirming its commitment to growth and engagement in Asia. 📌 The partnership aims to unlock compelling investment opportunities using Tikehau Capital's established institutional relationships and extensive track record, coupled with Flow Capital's deep local networks among institutional partners and family offices in the Greater China area. 📌 Tikehau Capital and Flow Capital will actively explore co-investment opportunities through their respective investment platforms and drive growth by building synergies across their regional and global ecosystems. “We are delighted to embark on this partnership with Flow Capital. The Asia-Pacific region offers tremendous potential and is a key priority on Tikehau Capital’s strategic growth roadmap. This new partnership and the opening of our first office in Hong Kong mark another exciting stage in our expansion into this vibrant region. We are confident that our combined strengths will establish a powerful force in the global financial ecosystem. Offering global expertise and a wide network of established relationships, we look forward to driving sustainable growth and value for our global clients.” - Bruno de Pampelonne, Executive Chairman of Asia, and Jean-Baptiste Feat, co-head of Asia, at Tikehau Capital. Read the press release 👉 https://lnkd.in/erVnThUG #AsiaPacific #growth #assetmanagement

[Podcast 🎙] Rate-Cut Delays Wounded Credit - How Much Longer?: Credit Crunch Tikehau Capital's Head of Capital Markets Strategies, Raphael THUIN joined Mahesh Bhimalingam, Chief European Credit Strategist at Bloomberg Intelligence, on Bloomberg's Credit Crunch Podcast to discuss the global situation's effect on inflation and central bank policies, its impact on global credit and the challenges of taking a directional view after the selloff. With credit markets undergoing significant shifts due to rate-cut delays, led by the Fed, we find ourselves at a critical juncture. Do these changes have more room to play out, or is the worst behind us? Raphael and Mahesh offer valuable insights into navigating this landscape and implications for various asset classes. 🎧 Listen on Apple: https://lnkd.in/eZkXY_Tr 🎧 Listen on Spotify: https://lnkd.in/e9QxjR8g

[Q1 2024 AuM Announcement 📈] ✨ Tikehau Capital kicks off its 3rd decade of existence with a solid start. 📌 Asset Management AuM reached €44.1bn at 31 March 2024, up 13% over the last twelve months and representing a compounded annual growth of 25% since 2016. 📌 Dynamic and selective deployment with €5.4bn deployed over the LTM. 📌 Successful realisations momentum with €2.3bn realised over the LTM. 📌 Robust level of AM net new money with €6.8bn deployed over the LTM. 🗣 "Today, we stand at the intersection of a rapidly evolving financial landscape and a transformative era marked by major disruptions and transitions. At Tikehau Capital, we anchor our investment approach in a deep understanding of these shifts, valuing both financial and non-financial criteria. With a compounding balance sheet, innovative strategies and an unwavering commitment to thorough fundamental analysis, we are well-equipped to navigate the challenges and opportunities ahead. Our entrepreneurial spirit and strong convictions position us to capture value and drive performance for all stakeholders.” – Antoine Flamarion and Mathieu Chabran, co-founders of Tikehau Capital.   Read the press release 👉 https://lnkd.in/e3iEcc8r Lire le communiqué de presse 👉 https://lnkd.in/eB3ztGAu See the key figures below 👇