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Masters in Business · Wednesday, August 12, 2026

Gori on Resilient Markets and the Rise of Private Capital

Filippo Gori attributes the resilience of deal-making, including IPOs and M&A, to a perception of stable financing costs and boards' readiness to make strategic decisions. He notes that the rise of private capital since the GFC has created a need for more diverse solutions, prompting JP Morgan to launch its own private credit initiative. Gori also observes a long-term trend of decreasing public companies since the 1980s, emphasizing the value of public markets.

The tape

3 quotes
I think there is a variety of different things. For a certain extent, there was a little bit of a pipeline that have built over the years that needed to find.
It's it's a little bit of both. So private capital as plays definitely a rule in the everyday economy in the sense of after the GFC, for traditional banks, a certain sector in certain cases became harder to deploye capital and therefore to a certain extent, there is a group of clients that are right to be the beneficiary of the private credit because simplicity of solution, the unit trunche and so on and so forth.
It's a trend that that's been going on since the nineteen eighties. The number of public companies in the US or around the world has reduced substantially since then.
Heard on Masters in Business — “BONUS: JP Morgan Co-Head of Global Banking Filippo Gori, published Wednesday, August 12, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via publisher transcript · $0.00
Gori on Resilient Markets and the Rise of Private Capital — Heardvine