Our first blog post from IAM’s NPE event (held earlier this week) was a glass-half empty kind of story. It reflected on the tough environment confronting many NPE executives today, particularly those that are listed on the public markets. A grueling litigation climate, diminished access to capital and a damaging public narrative meant that none of the CEOs we quoted were predicting boom times ahead. But that’s only part of the story, throughout the day there were also reasons for optimism.

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