Thought Leadership

Mohit Kumar, Jefferies’ Chief Economist and Strategist for Europe, discusses central bank policy, the potential for recession, and why a market rebound may be on the horizon.

Federal antitrust regulators are aggressively reviewing and challenging more M&A transactions than ever. What does this mean for private equity firms and their prospects?

At Tech Trek 2023, Ben Langworthy dives deep into current dealmaking trends, economic resilience, and effective investment strategies in turbulent markets.

At Tech Trek 2023, Karin Fronczke of Fidelity Investments discusses valuation dynamics, the importance of fundamentals, emerging opportunities in AI, and the trajectory of American IPOs.

A confluence of factors – including the taming of deflation and a dramatic push for corporate reform by the Tokyo Stock Exchange (TSE) – has Japan poised to deliver some of the world’s best global investment returns through 2030.

Cully Davis discusses the evolving dealmaking landscape, companies’ measured re-entry into the market, and the transformative potential of new innovations in artificial intelligence.

At Jefferies’ Private Internet Conference, growth equity leader Sonya Brown discusses evolving consumer trends, technology’s impact on e-commerce, and new opportunities in the post-COVID economy.

At Jefferies’ Private Internet Conference, Faraz Fatemi of Lightspeed Venture Partners discusses post-pandemic shifts in social media and e-commerce, highlighting the rise of recommendation media, new monetization models, and the evolving landscape for companies preparing for IPO.

Jefferies’ Private Capital Advisory team discusses tailwinds that will nudge more LPs and GPs to use secondary transactions as a tool for preserving liquidity and offering access to upside.

Zach Weiner, Co-Founder and President of Overtime, offers a blueprint for companies navigating the rapidly evolving consumer landscape. His focus on audience centricity and digital adaptation made Overtime one of the most exciting new ventures in sports and media.

Spencer Rascoff, Co-Founder of Zillow, Hotwire, and Pacaso, underscores the enduring impact of the pandemic on consumer behavior. Companies in the experience economy are poised for tremendous growth, as consumers adopt a ‘live for the moment’ attitude in their spending.

Cameron Lester, Global Co-Head of Technology, Media, and Telecom Investment Banking, expresses bullishness on the future of the tech sector, despite recent financial tightening.