We last spoke with Paul in 2019, when COVID wasn’t around, and the Australian technology sector was really picking up pace. We asked him back on the show because we wanted to know how he’d managed COVID, and what further investment opportunities it has presented Bailador.
Paul has had extensive private equity investment experience as a Director of CHAMP Private Equity in Sydney and New York, with MetLife in London, and as Executive Director at media focused investment group, Illyria Pty Ltd (private investment company of Lachlan Murdoch).
Paul is co-founder and partner of Bailador – specialist investor in IT and Media. Paul is also Director of SiteMinder, Straker Translations, Stackla, the Rajasthan Royals IPL cricket franchise, and ASX listed Vita Group Limited.
In this episode, we discuss:
- Why Paul invests
- How Bailador navigated COVID
- How they are now trying to find value and price companies
- If Bailador’s investing universe has changed
- Where there might be new opportunities in the Australian technology sector
- Trends to expect to see play out in 2021
Bailador is a specialist investor in media and technology. They’re listed on the ASX under BTI.
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