Virginie Morgon
Showing 1–3 of 3 transcripts.
- Milken Institute1h 2m
The Age of Private Equity and Credit
Jim Moglia, Glenn August, Victor Khosla, Greg Lippmann, Virginie Morgon, Raymond Svider
Leading alternative asset managers including Oak Hill Advisors, Strategic Value Partners, and BC Partners are redirecting capital from public markets to private credit to secure higher yields amid a 45% decline in public U.S. companies. Panelists highlight that rising institutional return targets, combined with tight investment-grade spreads, are driving a $5.7 trillion migration into private capital while disintermediating traditional commercial banks. Despite late-cycle valuation concerns, these firms are expanding direct lending capabilities and integrating ESG and diversity frameworks to mitigate liquidity risks and maintain long-term operational competitiveness.
- Milken Institute1h 1m
Private Equity: Creating Value Against Increased Competition
Jim Moglia, Virginie Morgon, Jonathan Rotolo, Scott Sperling, David Wasserman, Andrew Weinberg
Private equity firms are navigating a high-valuation environment by prioritizing operational value creation through specialized teams and long-term partnerships rather than relying on traditional financial engineering. While capital structures evolve toward global, permanent funding and co-investment strategies, industry leaders emphasize disciplined stress testing and contrarian deal sourcing to mitigate risks from compressed exit multiples and rising interest rates. This strategic shift positions private equity as an essential orchestrator of economic growth, leveraging active management to capitalize on the divestiture of non-core assets by large corporations.
- Goldman Sachs17 min
Talks at GS – Virginie Morgon: A Global Outlook on the Future of Finance
Virginie Morgan assumes the CEO role at private equity firm Eurasio in March, overseeing a strategic pivot from a France-centric model to a global expansion that prioritizes annual process reinvention and US market integration. Her macroeconomic outlook anticipates strong growth in Europe, China, and the US through 2018, though she flags late 2019 as a potential period of vulnerability. Concurrently, Morgan enforces a rigorous diversity mandate requiring female candidates for every hire and immediate intervention against disrespectful behavior, grounding her leadership in a personal ethic of self-respect and proactive career visibility.