Global Financial Leaders’ Investment Summit: Conversations with Global Investors - Panel 1
Global Financial Leaders' Investment Summit: Conversations with Global Investors Date: 3 November 2022 (Thursday) Panel 1: ...
Co-Founder & Co-Chairman of the Board, Carlyle
Search every verified William Conway interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. At the Global Financial Leaders’ Investment Summit in November 2022, Conway described Japan as the market he "probably prefer[s] the most today," noting that the yen's decline from 105 to 150 against the dollar meant "everything's on sale in Japan for people who have dollars." He added that private equity investors could borrow cheaply in Japan and that hedging the yen could provide positive carry. He also said that Europe would likely become an attractive market "a couple of years from now" but not yet, and that the U.S. remained the place with the most advantageous opportunities due to rule of law and transparency. In earlier appearances, Conway discussed Carlyle's decision to go public, saying it was driven by the firm's growing investments in its own funds, the need for a currency for acquisitions, and providing liquidity for partners. He has described emerging markets as "a great place to invest" on a risk-adjusted basis, and specifically called China "the single most attractive place in the world for us to invest at the moment," citing its growth rate and shift toward consumer spending. He also expressed confidence in Saudi Arabia's investment reforms under the crown prince, while stating he has "concerns about rule of law in every country in which we invest." In philanthropic remarks, Conway has urged graduates to "make a difference" and emphasized that "every day there's plenty of opportunities to make a difference and you don't have to be a superhero to do it."
“I have to give a couple of caveats — any prediction people make should be understood in that light. Secondly, our analysis shows that there's very little correlation between the performance of the economy and the performance of equity markets.”
“For me the market I probably prefer the most today would be Japan — the Yen has gone from 105 to 150 in a matter of months and everything's on sale in Japan for people who have dollars.”
“Generally we hedge our equity position to the dollar; I'm not a professional currency hedger and I like to make money on the performance of our businesses as opposed to the performance of the currencies, but the currency is likely to be weak as long as the Japanese economy and the people running it are focused on tryin...”
“Another advantage in investing in private equity in Japan is that you can borrow money so cheaply — rates there are Tibor at zero and plus one and a half or two percent, so it's cheap to borrow and the leverage you can put on transactions inflates the equity returns.”
Global Financial Leaders' Investment Summit: Conversations with Global Investors Date: 3 November 2022 (Thursday) Panel 1: ...
William E. Conway Jr. delivers the 2020 Winter Graduation Keynote at Trinity Washington University #TrinityDC.
Part 11: • Conway on Eminem Hearing Their Music, Sign... Part 9: • Conway: Jewish Label Execs Had a Problem w... Part 1: • Conway on Meeting His Father at 15: I Didn... ---------- Conway opened up to VladTV about naming his label Griselda Records after being shot. He also explained how it bothered him that Benny the Butcher didn't see him in the hospital, but Conway added that he understood after they talked. To hear more, including people thinking he died in the hospital, hit the above clip.
Highlights from the dedication of SOME's Conway Center, the first facility in the District to combine affordable housing, healthcare, and job training under one roof. Featured speakers include SOME President Fr John Adams, William Conway Jr., Cardinal Wuerl, and more. The dedication took place on May 19, 2018. Video by Thom Wolf.
CNBC's Michelle Caruso-Cabrera reports on her conversation with Carlyle Group CEO William Conway, Jr. discussing new ...
Speaker: William Conway Date: May 18, 2014 Location: SEVERANCE HALL -- Home of The Cleveland Orchestra This motion ...
At the 2012 Dow Jones Private Equity Analyst Conference in New York, Carlyle Group Co-CEO Bill Conway answers a question ...
Dec. 9 (Bloomberg) -- William Conway, the dealmaker who helped build Carlyle Group into the world's second-biggest ...
The Carlyle Group's co-founder says that the firm 'can not put enough money in China.'
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