meta_pixel
Tapesearch Logo
Log in
Goldman Sachs Exchanges

Investing with KKR’s Tara Davies

Goldman Sachs Exchanges

Goldman Sachs

Business

4.41K Ratings

🗓️ 8 July 2022

⏱️ 19 minutes

🧾️ Download transcript

Summary

How is one of the most senior dealmakers in Europe navigating inflationary pressures? In the latest episode of Exchanges at Goldman Sachs: Great Investors, Tara Davies, Partner, Global Head of Core Infrastructure and Co-head of European Infrastructure at KKR, talks with Goldman Sachs’ Alison Mass, Chairman of the Investment Banking Division, about the European infrastructure space and the inflation pass-through mechanic in infrastructure assets.

Transcript

Click on a timestamp to play from that location

0:00.0

Investors are facing one of the most challenging backdrops in recent years

0:04.4

amid slowing economic growth, rising inflation, and geopolitical conflicts.

0:09.1

I'm Allison Nathan and this is exchanges at Goldman Sachs, great investors.

0:14.0

In this special series, Allison Mass, chairman of our investment banking division, and Katie Koch, Chief Investment Officer of Public

0:25.6

Equities in our Asset Management Division, speak with the world's most respected investors

0:30.7

about their investing strategies, career trajectories, and their outlook for markets and economies.

0:36.0

Tara Davies, partner, Global Head of Core Infrastructure and Cohead of European Infrastructure at KKRKR has a unique approach to investing in

0:44.7

today's markets but don't take it from me hear it from Allison Mass who spoke with

0:48.6

Tara as part of our exchanges at Goldman Sachs great investor series.

0:53.0

Allison you had the chance to talk with Tara,

0:55.0

who was one of the most senior dealmakers

0:57.6

in KKKR's European business.

1:00.2

What stood out to you from your conversation with her?

1:03.0

Well, you know, it was really fun for me to talk to Tara because not only is she one of the most senior private equity investors in Europe,

1:10.0

she's literally one of the very few women running really important and large

1:15.3

private equity businesses in Europe so it was particularly fun for me and I would say there

1:20.5

are a couple of things that jumped off the page after that discussion.

1:24.4

One is the transparency that she encourages of her team to call her out on her blind spots and her biases.

1:34.4

And I thought that was really honest and very genuine.

1:37.2

And the reason that she thinks her team works so well

1:39.3

and that they invest so well is because she encourages that kind of constructive contentiousness and they have

1:46.8

open debate about things.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Goldman Sachs, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Goldman Sachs and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.