Virginie Morgon
Showing 1–5 of 5 transcripts.
- Goldman Sachs10 min
Virginie Morgon, CEO of Eurazeo
Eurasio executed a three-phase pandemic response that transitioned from crisis prioritization to operational recovery and aggressive private equity reinvestment, with a strategic pivot toward healthcare technology, supply chain relocalization in Europe, and digital payments. The firm simultaneously launched its "O Plus" decadal strategy, becoming the first private equity firm to commit to net-zero carbon emissions by 2040 while expanding social welfare and diversity initiatives across its portfolio. Founder Morgan emphasized that long-term success in the industry relies on a culture of conviction over consensus and an investment philosophy balancing high analytical IQ with the emotional intelligence required to support portfolio leadership.
- 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.
- Milken Institute54 min
The Global M&A Outlook
Kate Kelly, John Huwiler, Leon Kalvaria, Steve Krouskos, Virginie Morgon, Greg Weinberger
With 56% of C-suite executives planning acquisitions within the next year, the current M&A landscape is defined by robust activity in transactions under $5 billion and the energy sector despite hesitation over mega-deals due to U.S. and European regulatory uncertainty. Strategic buyers are prioritizing top-line growth and innovation through acquisitions of niche technology firms, while private equity activity has shifted toward co-investing models as club deals above $5 billion have vanished. Although geopolitical tensions and tax reform ambiguities continue to complicate cross-border valuations, pent-up demand and a stabilizing regulatory environment are expected to drive record volumes in the coming years.