Home Podcasts Private Equity Spotlight
Private Equity Spotlight

Private Equity Spotlight

PEI Group 272 Episodes Aug 4, 2026

Private Equity Spotlight is a podcast by PEI Group that covers the latest trends in private equity, including fundraising, portfolio management, deals, and regulation. Hosted by award-winning journalists from publications like Private Equity International and Buyouts, the show features interviews with industry leaders and explores dynamics affecting LPs, GPs, and service providers.

Episodes

PEI's Data Dive: The changing shape of private equity's biggest allocators
PEI's Data Dive: The changing shape of private equity's biggest allocators Aug 4, 2026 1603 This year's Global Investor 150 – Private Equity International's annual ranking of the largest private equity LPs in the world based on the fair market value of their PE investment portfolios – reveals a total of $2.88 trillion was allocated to the asset class by the featured investors as of end-December 2025. This represents an increase of almost 9 percent on the previous year. Investors appeared
Anne Glover: AI will turn some SaaS providers into dinosaurs
Anne Glover: AI will turn some SaaS providers into dinosaurs Jul 8, 2026 1052 In the world of European venture capital, very few names carry the same weight as Dame Anne Glover. She co-founded Amadeus Capital Partners in 1997 when the idea of a dedicated British deep-tech investment firm was, by most accounts, a little eccentric. London–headquartered Amadeus has backed more than 200 companies over its almost three-decade-long history. Glover herself has chaired both the UK
What LPs are looking for in defence-related PE strategies
What LPs are looking for in defence-related PE strategies Jul 2, 2026 1095 Defence investing has been one of the hottest topics in European private equity over the past year. Firms including Warburg Pincus, PEI Group owner Bridgepoint, Carlyle Group and Tikehau Capital have all launched strategies or are mulling them, while LPs such as AkademikerPension, PensionDanmark, M&G Investments, PenSam and Finnish pension insurer Varma have either already invested in PE defen
PEI's Data Dive: What the PEI 300 reveals about fundraising’s comeback
PEI's Data Dive: What the PEI 300 reveals about fundraising’s comeback Jun 29, 2026 1611 This year’s PEI 300 – our annual ranking of the five‑year fundraising totals of the world’s largest private equity firms – shows fundraising returning to near‑normal levels after a muted 2025. Capital raised hit a record $3.55 trillion, an 8 percent increase on last year, compared with just 0.37 percent growth in 2025. Technology managers faced a tougher environment, with several slipping down the
Disruption Matters: The Exit Playbook
Disruption Matters: The Exit Playbook Jun 22, 2026 1507 This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is returning for its fifth season, and this year, leading industry experts will share their advice on how to generate successful exits during a climate defined by their scarcity. In this teaser episode, we set the stage by exploring all the factors that make exits so elusive right now. We’ll be discussing b
Why financial services dealmaking demands deep sector expertise
Why financial services dealmaking demands deep sector expertise Jun 16, 2026 2370 This episode is sponsored by FTV Capital and J.C. Flowers & Co Financial services is one of the most active sectors in private equity dealmaking, but getting the highest returns requires deep sector expertise, especially in today's challenging exit environment. In this episode, PE Hub editor-in-chief Mary Kathleen Flynn speaks with Peter Yordán, a managing director of J.C. Flowers & Co, an
A GP and LP unpack best (and worst) practices in co-investment
A GP and LP unpack best (and worst) practices in co-investment Jun 3, 2026 1978 In the third episode of PEI Group’s Commitment Issues podcast miniseries, Joana Rocha Scaff of Neuberger Berman and Alexis Maskell of BC Partners unwrap the competitive world of private equity co-investments. Over the past few years, such deals have become an expected feature of a GP’s offering, with both investors and managers honing their approaches accordingly. As a very hands-on co-investor, N
What’s next for value creation?
What’s next for value creation? May 26, 2026 2183 This episode is sponsored by Cinven and KPMG Private equity firms are accustomed to navigating change, but operating partner teams in particular have had to become more agile in recent years. As volatility becomes the new normal – from macroeconomic and geopolitical uncertainty to AI-related disruption – operating partners need to continuously reassess the value creation levers they are pulling to
Measuring alpha in private markets: Why asset-level data matters
Measuring alpha in private markets: Why asset-level data matters May 12, 2026 581 As private markets mature and competition intensifies, investors are searching for ways to better measure risk, performance and true manager outperformance. Peer‑group comparisons and fund‑level IRRs may tell part of the story, but they are insufficient for knowing whether a GP is really achieving the alpha they might claim. In this episode, Frédéric Blanc‑Brude, CEO of Scientific Infra & Priv
PEI’s Data Dive: Reading the signals in secondaries sentiment
PEI’s Data Dive: Reading the signals in secondaries sentiment May 5, 2026 1900 How is market sentiment shaping secondaries fundraising and deal activity? In this episode of PEI’s Data Dive podcast, PEI’s senior content producer, Evie Rusman, is joined by Secondaries Investor editor Madeleine Farman and PEI head of special projects for private equity Louise Fordham to discuss the findings from PEI Group title Secondaries Investor’s Global Market Survey 2026. The survey, condu
The new playbook for emerging managers
The new playbook for emerging managers Apr 15, 2026 1766 This episode is sponsored by Davis Polk and DC Advisory Senior dealmakers at established firms increasingly seem to be choosing to strike out on their own, much like those firms’ original founders once did during the surge in mid-market firms during the late 1990s and early 2000s. But in those years, institutional capital was flooding into a PE market that had proven its model repeatable, whereas
PEI's Data Dive: How LPs' investment priorities are shifting
PEI's Data Dive: How LPs' investment priorities are shifting Apr 9, 2026 1529 Over the past year, LP appetite for private equity has shifted noticeably. Private Equity International’s latest LP Perspectives Study revealed that 38 percent of respondents plan to invest more in private equity in 2026, which is down from 45 percent in 2025. Meanwhile, 12 percent plan to invest less, up from 7 percent the prior year. What is driving this change? To unpack the data, PEI Group sen

Recommended