Ep. 113: Gustavo Cardenas, Wafra | Backing GPs for Long-Term Growth скачать в хорошем качестве

Ep. 113: Gustavo Cardenas, Wafra | Backing GPs for Long-Term Growth

In this episode, Gustavo Cardenas, Managing Director and Co-Head of Strategic Partnerships at Wafra, explains how GP stakes investors evaluate and partner with private equity firms—what “edge” looks like, how managers fit within LP portfolios and what signals readiness to scale. The conversation explores GP stakes as a firm-building lever: how early, catalytic capital can accelerate a manager’s trajectory, why LP conversations happen before capital is needed and what differentiates GPs that earn repeat backing across market cycles. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice. ⏱️ Time Stamps 0:00 Intro 02:33 Episode summary 04:30 Meet Gustavo Cardenas 06:07 Investing across the GP lifecycle 08:06 Helping GPs clarify their LP narrative 09:31 How LPs think about specialization vs diversification 11:56 How GPs should approach LP meetings 13:05 Defining a true competitive edge 13:35 How Wafra vets emerging managers 16:12 Why back first-time and emerging funds 18:26 What makes a strong “investor entrepreneur” 22:09 How Wafra supports value creation without controlling investments 25:38 Accelerating fund growth from $100M to $1B 26:49 The best time to raise capital 27:38 How LPs view emerging manager exposure 29:40 Liquidity and long-term GP ownership 32:16 Staying active as a minority investor 34:19 How to connect with Wafra 🎙️ Tune into the Private Equity Value Creation Podcast: https://Uw0e0m.short.gy/OuguTr 👇🏽 Find Us Here https://Uw0e0m.short.gy/yXvEWt #privateequity #privateequitypodcast #privateequityvaluecreation