Talking Capital
by Capital Generation Partners
In conversation with Greenbriar's Noah Roy: from sector…
About this podcast
Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world.
Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission.
This podcast and any opinions expressed do not constitute investment advice and does not constitute an offer to sell or a solicitation of an offer to purchase any security or any other investment or product. Nothing said during this podcast should be construed as an invitation or inducement to engage in investment activity.
All information and opinions expressed herein are current as of publication of the podcast and are subject to change without notice. The information contained in this podcast does not constitute research or recommendation from Capital Generation Partners to the listener. Capital Generation Partners makes no representation or warranty as to the accuracy or completeness of the statements or any of the information contained in this podcast and any liability therefore, including in respect to direct or indirect loss is expressly disclaimed.
Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted, or responsibility assumed, in respect of persons who are not clients of CapGen, unless expressly agreed in writing.
Please note that the value of investments referred to in this podcast and their income may go down as well as up. If you choose to invest any product referred to in this podcast, your capital will be at risk and you may lose some or all of your investment.
No compensation, monetary or non monetary, or other inducement is provided, directly or indirectly, to any external third-party guest speakers appearing on this podcast.
This podcast may not be copied, reproduced, further distributed to any other person or published, in whole or in part for any purpose. Further information, including our privacy statement, can be found on our website at www.capgenpartners.com
Episodes
The newest 20 of 69 episodes
- In conversation with Greenbriar's Noah Roy: from sector specialisation to value creation · 35 min · Episode 69In this episode, Ian is joined by Noah Roy, Managing Partner of Greenbriar Equity Group, a growth-oriented, sector specialist private equity investor. Together they discuss: •…
- Private Equity: identifying specialist managers in a maturing market · 28 min · Episode 68In this episode, Ian is joined by Enrica Dacomo, Director and Private Equity Lead at CapGen, to discuss the theme of sector specialisation in private equity, including: • The…
- Private Equity: navigating the market through sector specialisation · 29 min · Episode 67In this episode, Ian is joined by Chady Jouni, CapGen's new CIO, to discuss the theme of sector specialisation in private equity, including: • The current private equity…
- In conversation with Clean Energy Transition's Per Lekander: the origins, philosophy and practice of energy investing · 31 min · Episode 66In this episode, Ian is joined by Per Lekander, Founder & CEO of Clean Energy Transition, a thematic investment manager which seeks to capitalise on the changes in the global…
- Energy Transition: opportunities, processes and manager selection · 30 min · Episode 65In this episode, Ian is joined by Mario Acquistapace, Investment Research Director at CapGen, to discuss the theme of energy transition, including: • An overview of the energy…
- Energy Transition: market drivers, portfolio integration and long-term implementation · 28 min · Episode 64In this episode, Ian is joined by Donald McFarlan, Portfolio Management Director at CapGen, to discuss the theme of energy transition, including: • Market overview: what do we…
- Responsible Capital: ESG requirements, regulation and the future for commercial real estate · 31 min · Episode 63In this episode, Ian is joined by Ross Davies, Head of Real Estate at CapGen, to discuss the role of ESG in the real estate industry, including: • The evolution of ESG…
- The Iran conflict: what it means for markets, investors and portfolios · 30 min · Episode 62In this standalone episode, Ian is joined by Quintin Price, Chair of our Asset Allocation Committee, and Donald McFarlan, Portfolio Management Director, to discuss the investment…
- Responsible Capital: the economics of natural capital, how to measure it and the UK's progress · 32 min · Episode 61In this episode, Ian is joined by Kate Russell, Managing Director of Tellus Natural Capital and Dimitri Zenghelis, Chair of our Responsible Capital Committee, to discuss: • The…
- Responsible Capital: navigating Trump’s influence, China’s renewable leadership, and the progress of natural capital · 37 min · Episode 60In this episode, Ian is joined by Dimitri Zenghelis, Chair of our Responsible Capital Committee and Senior Associate at the Cambridge Institute for Sustainability Leadership, to…
- 2026 primer: 2025 recap, private market performance and new opportunities · 30 min · Episode 59In this episode, Ian and Robert discuss: • 2025 recap: how should we reflect on market performance in 2025? • Private markets: have private markets recovered and how did our…
- In conversation with Carrhae Capital's Ali Akay: exploring their selection process and investment philosophy in action · 37 min · Episode 58In this episode, Ian is joined by Ali Akay, Chief Investment Officer of Carrhae Capital, an investment manager specialising in emerging market equities, to discuss: • How a…
- Emerging Market Equities: navigating cycles, risks and opportunities · 30 min · Episode 57In this episode, Ian is joined by Mario Acquistapace, Investment Research Associate Director at CapGen, to discuss emerging market equities, including: • An overview of the…
- Emerging Market Equities: opportunities, risks and investment strategies · 29 min · Episode 56In this episode, Ian and Robert discuss emerging market equities from a macro perspective: • Market overview: how have emerging market equities performed over the past year and…
- In conversation with Stoneshield Capital's Felipe Morenés: from investment strategies to opportunity identification and value creation · 39 min · Episode 55In this episode, Ian is joined by Felipe Morenés, Founding Partner of Stoneshield Capital, a distressed and opportunistic long-term investment firm, to discuss: • Felipe's own…
- Real estate: opportunities, how to access them and the selection process · 22 min · Episode 54In this episode, Ian is joined by Ross Davies, Head of Real Estate at CapGen, to discuss real estate, including: • Current opportunities in Europe and the US • Our investment…
- Real estate: market trends, its place in portfolios and the current opportunities · 32 min · Episode 53In this episode, Ian and Robert discuss Real Estate from a macro perspective: • Market overview: how has real estate performed over recent years and what do we mean by…
- In conversation with Berkshire Partners’ Mike Ascione: investment strategies and success stories · 35 min · Episode 52In this episode, Ian is joined by Mike Ascione, Managing Director of Berkshire Partners, a US-based private equity manager, to discuss: • Berkshire’s origins, how they have…
- Private Equity: opportunities, and the importance of building long-term relationships · 26 min · Episode 51In this episode, Ian is joined by Enrica Dacomo, Investment Research Director at CapGen, to discuss Private Equity from a research perspective, including: • Opportunities in the…
- Private Equity: from fundamentals to opportunities · 34 min · Episode 50In this episode, Ian and Robert discuss Private Equity from a macro perspective: • First principles: what is the role of private equity in portfolios? • Building a portfolio…







