Frédéric Zablocki is a private equity investor and finance entrepreneur with experience in SME growth, LBO transactions, and long-term investment strategies.

    H24 Finance
    H24 FinanceVideo1 May 2024

    How to Effectively Use Private Equity in Wealth Management

    Executive Summary

    Video discussion on the role of private equity, secondary funds, convertible bonds and the place of unlisted assets in wealth management.

    Context of the Discussion

    This video with H24 Finance addresses investment themes and market dynamics relevant to private equity and unlisted company financing.

    Editorial Summary

    In this discussion centered on private equity and unlisted assets, Frédéric Zablocki analyzes how these asset classes can be effectively integrated into a modern wealth strategy. Alongside him, Patrick Ganancia recalls the fundamentals of private equity, a category much broader than venture capital alone, integrating private debt, convertible bonds, infrastructure or secondary.

    Frédéric Zablocki traces the evolution of Entrepreneur Invest, which has moved in twenty-five years from venture capital to a broader approach to financing French SMEs. He also presents the division dedicated to real estate debt, launched in 2020, which intervenes in supplementary financing ('gap financing') with developers, particularly in energy renovation projects.

    The discussion highlights the dynamism of the secondary market in private equity, which attracts for its diversification and moderate risk profile. With nearly 98% of funds returning invested capital, secondary portfolios provide access to thousands of already mature companies and offer increased visibility on valuations.

    Key Topics Discussed

    • Private equity investment dynamics
    • SME and mid-cap financing
    • Market environment considerations
    • Portfolio management perspective
    • Entrepreneurial growth dynamics

    Expert Viewpoint (Summary)

    In this discussion centered on private equity and unlisted assets, Frédéric Zablocki analyzes how these asset classes can be effectively integrated into a modern wealth strategy. Alongside him, Patrick Ganancia recalls the fundamentals of private equity, a category much broader than venture capital alone, integrating private debt, convertible bonds, infrastructure or secondary.

    Practical Context

    The perspectives discussed relate to investment practice in private equity and unlisted company financing, with application to portfolio construction and sector analysis.

    Scope of This Discussion

    This video focuses on the themes discussed with H24 Finance. It does not constitute investment advice or a comprehensive market analysis.

    Source Information

    Publication: H24 FinanceType: VideoYear: 2024

    This media appearance features Frédéric Zablocki, private equity investor and finance entrepreneur active in SME financing and long-term capital strategies.

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