Welcome to TIM TALKS Private Equity and Venture, where Tim Cunningham sits down with leading GPs and private markets professionals to explore the dynamic world of private capital.

Institutional private equity and venture capital podcast, without the marketing deck. This show is for GPs running funds and managers raising the next one, with institutional LP investors and allocators very much in mind. We cover fundraising, diligence, GP–LP alignment, and portfolios across: buyout, growth, early-stage and later-stage VC mostly in the lower-mid-market and mid-market, plus secondaries, co-investments, CVs and directs always asking how it lands with investment committees, pensions, endowments, wealth managers, and family offices. If you work in institutional private markets and want the conversation that usually happens off-mic, this is it.

Full Episodes and Show Notes

April 21, 2026

Pan-European Lower Mid-Market Buyouts – Keyhaven Capital’s Teddy Mouawad

Keyhaven Capital Partners specializes in pan-European lower mid-market buyouts, partnering with independent sponsors to execute control investments in resilient, founder-led businesses up to 250 million euros in enterprise value. Since pivoting from a fund-of-funds model in 2017, the firm has raised four vehicles totaling roughly 650 million euros and built a hands-on, buy-and-build strategy that has delivered a realized current track record of 2.4x net MOIC and 24% net IRR across three funds. (more…)

March 30, 2026

Lower-Mid-Market Healthcare Private Equity Buyouts — HealthEdge’s Scott Heberlein

Lower middle market healthcare investing rarely gets the attention it deserves. The deals are smaller, the companies are messier, and the work required to turn a founder-run practice into an institutional-quality business is substantial. But for firms willing to do that work consistently, the returns can be compelling. (more…)

March 5, 2026

Deep Tech VC from Lab to Launch — SmartGate VC’s Areg Alimian and Ashot Arzumanyan

Deep tech investing focuses on companies built around fundamental technical breakthroughs rather than incremental software improvements. These businesses tend to emerge from research labs, require longer development cycles, and carry real technical and regulatory risk. The tradeoff is defensibility. If the technology works, it’s difficult to replicate.

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January 21, 2026

Mining Private Equity with Real DPI — Hawke’s Point GP Pim Kalisvaart

Mining touches nearly everything in modern life, yet it remains one of the most misunderstood and underappreciated corners of private markets. (more…)

January 6, 2026

Early-Stage Venture Capital for Radical Life Extension — LongGame Ventures’ Will Harborne

Aging has quietly become one of the most consequential variables in healthcare, economics, and long-term investing, even though it’s rarely treated that way in capital markets. That gap between impact and attention is where this conversation begins. (more…)

December 9, 2025

What Institutional LP Allocators Want from Private Equity & Venture— KDA’s Kelly DePonte

Kelly DePonte brings more than 34 years of experience to this discussion, with a career spanning commercial banking, global due diligence for major institutions (more…)

November 14, 2025

Early and Growth-Stage Water Venture Capital — Burnt Island Ventures’ Tom Ferguson

Water affects everything from how cities operate to how industries keep running, yet most people never see the work that makes all of it possible.

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October 29, 2025

Midwest Private Equity Buyouts with a Hands-On GP — Speyside Equity’s Erik Wiklendt

We often talk about the big tech giants or the flashy consumer brands, but the industrial companies are the real engine of our world. They’re the gritty foundation our economies and our communities are built on. (more…)

October 15, 2025

Biotech Venture Capital with Built-In Exits — TCG Crossover’s Chen Yu

Few investors can say they’ve moved from the clinic to the boardroom to the trading floor, but Chen Yu has done exactly that. He left medical school to build a tech startup that went public and was acquired, then returned to biotech by joining Vivo Capital, where he helped grow the fund from $60 million to $5 billion. After nearly two decades, he struck out on his own to launch TCGX, a crossover fund designed to invest in both public and private biotech companies. (more…)

October 1, 2025

Institutional Private Equity Secondaries for Steady Results — Unigestion’s Paul Newsome

What does it take to guide one of the world’s longest-standing private equity firms through constant change while still delivering steady results? That’s the perspective we get today from Paul Newsome, someone I’ve known for years and always admired for his clear thinking and good judgment.

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October 1, 2025

Private Equity Buyouts in the Agricultural Value Chain — Aqua Capital’s Sebastian Popik

What does it take to build a private equity firm from the ground up in a sector as complex and competitive as agribusiness? That’s the story we’re diving into today with my longtime friend, Sebastian Popik. We’ve known each other for years. I even helped him raise his very first fund, and it’s been great to watch the path he’s carved since then.

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Never Miss an Episode.

Pan-European Lower Mid-Market Buyouts – Keyhaven Capital’s Teddy Mouawad

Lower-Mid-Market Healthcare Private Equity Buyouts — HealthEdge’s Scott Heberlein

Deep Tech VC from Lab to Launch — SmartGate VC’s Areg Alimian and Ashot Arzumanyan

Mining Private Equity with Real DPI — Hawke’s Point GP Pim Kalisvaart

Early-Stage Venture Capital for Radical Life Extension — LongGame Ventures’ Will Harborne

What Institutional LP Allocators Want from Private Equity & Venture— KDA’s Kelly DePonte

Early and Growth-Stage Water Venture Capital — Burnt Island Ventures’ Tom Ferguson

Midwest Private Equity Buyouts with a Hands-On GP — Speyside Equity’s Erik Wiklendt

Biotech Venture Capital with Built-In Exits — TCG Crossover’s Chen Yu

Institutional Private Equity Secondaries for Steady Results — Unigestion’s Paul Newsome

Private Equity Buyouts in the Agricultural Value Chain — Aqua Capital’s Sebastian Popik