Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR’s investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Philip worked at McKinsey & Company in and co-founded Berlin-based VC firm Venturepark, Europe’s first pan-European incubator.
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In Today’s Episode We Discuss:
00:00 Intro
02:06 The $100M Dot-Com Failure That Changed My Career
06:22 ”We Lost $500M in Turkey.”
07:39 Do You Take Market Timing Risk?
11:02 Is Sticking to Deployment Cycles Still Smart?
12:40 KKR’s Ruthless Portfolio Discipline: Love Doesn’t Matter
14:55 Do Power Laws Apply in PE? Freise Destroys the Myth
17:03 The Truth About Capital Intensity in the Age of AI
18:53 Can AI Kill the PE Model? Here’s What Philipp Says
23:22 The Secret to Great Investment Decisions at KKR
25:39 Why There’s a $3T Liquidity Time Bomb in Venture
32:57 Will KKR Europe Hit $20B? Freise’s Bold Prediction
41:10 Thematic Thinking in a World That Doesn’t Care
43:08 Helsing, Defense Companies: The New Age of DeepTech Bets
46:18 Tariffs, China, and the Future of the German Car Empire
57:36 Freise’s Relationship to Money
01:00:22 Quick-Fire Round
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