Private Equity Spotlight
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
The Exit Playbook: Safe landings when exits stall
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries has returned for its fifth season, and this year, our focus is on providing an ‘Exit Playbook’, wherein leading industry experts share their advice on how to generate successful exits during a climate defined by their scarcity.
In our sixth and final episode of the season, we examine how best to recover fro
The Exit Playbook: The human key to exits
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries has returned for its fifth season, and this year, our focus is on providing an ‘Exit Playbook’, wherein leading industry experts share their advice on how to generate successful exits during a climate defined by their scarcity.
This is a six-part miniseries, and we’ll be releasing a new episode here on Priv
The Exit Playbook: Right-timing the exit
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries has returned for its fifth season, and this year, our focus is on providing an ‘Exit Playbook’, wherein leading industry experts share their advice on how to generate successful exits during a climate defined by their scarcity. In this fourth episode of the season, we look at timing.
This is a six-part mini
The Exit Playbook: Starting with the exit journey in mind
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries has returned for its fifth season, and this year, our focus is on providing an ‘Exit Playbook’, wherein leading industry experts share their advice on how to generate successful exits during a climate defined by their scarcity.
This is a six-part miniseries, and we’ll be releasing a new episode here on Priv
The Exit Playbook: The buyer’s POV
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries has returned for its fifth season, and this year, our focus is on providing an ‘Exit Playbook’, wherein leading industry experts share their advice on how to generate successful exits during a climate defined by their scarcity.
This is a six-part miniseries, and we’ll be releasing a new episode here on Priv
Why ‘smoke and mirrors’ won’t cut it during fundraising
Clear succession plans, steadily growing fund sizes, realistic marks and genuinely effective operating partners are among the things LPs need to see from a GP before making an allocation in the current environment.
That’s according to Young Lee, a managing director at New York-headquartered fund-of-funds manager Abbott Capital, speaking on the latest episode of PEI Group’s Commitment Issues podcas
PEI’s Data Dive: How PE is responding to growing cost scrutiny
This episode is sponsored by Troutman Pepper Locke and Withum
Managers face an increasing set of expectations and obligations as the fees and expenses landscape continues to evolve. According to Private Funds CFO’s Fees & Expenses Survey 2026, conducted in partnership with advisory and accounting firm Withum and law firm Troutman Pepper Locke, nearly 80 percent of respondents reported that the
PEI's Data Dive: The changing shape of private equity's biggest allocators
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
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
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
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
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
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
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?
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
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
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
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
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
Are PE's best days behind it? An LP and GP discuss
Have expectations for private equity changed? What’s the role of the asset class in the portfolio these days?
These are the questions that Dale Burgess, executive managing director for equities at
How an LP and a GP are approaching the slower exit environment
In the first episode of PEI Group’s new Commitment Issues podcast, Yangge Seaman of the
Private Funds CFO NY Forum: Sighs of relief
Private Funds CFO's 23rd annual New York Forum gathered together nearly 600 compliance, financial and operational experts in two days of discussions that covered everything from AI to new ways to think about carry.
In this episode of Private Equity Spotlight, PEI Group editor Graeme Kerr chats with Private Funds CFO’s Graham Bippart, Rob Kotecki and Bill Myers to get their top takeaways from one o
How PE markets evolved in a volatile 2025
Join senior editor Adam Le, Hong Kong Bureau Chief Alex Lynn and America's correspondent Hannah Zhang in our end of year Private Equity Spotlight episode looking back at the biggest trends in the PE market in 2025.
From tariffs to trade wars, semi-liquid funds to the 401(k) opportunity and the resurgence of China, our editorial team dissects how LPs and GPs navigated various challenges and which d
Behind PE’s democratisation drive and how GP-leds are thawing the liquidity freeze
In this episode, senior reporter Carmela Mendoza sits down with Sabina Comis, global managing partner, and Kenneth Young, a partner and co-chair of the corporate and securities practice at Dechert, to unpack key findings from the law firm's 2026 Global Private Equity Outlook.
The survey results, gathered from 100 senior-level executives at global PE firms with at least $2.5 billion in AUM, highlig
The new era of GP-led secondaries
This episode is sponsored by Lexington Partners, LGT Capital Partners and Davis Polk and first appeared on Secondaries Investor's Second Thoughts podcast.
In 2024, GP-led deals hit a record of $71 billion in transaction volume, accounting for 44 percent of the total secondaries market volume of $160 billion, according to Evercore’s FY 2024 Secondary Market Review. This is significant and marks the
The next frontier for real assets: Why multi-product managers have a head start to 2030
This episode is sponsored by Manulife Investment Management and first appeared on The PERE Podcast
As new industries evolve and accelerate, new opportunities are constantly arising for institutional investors in the private real assets space.
It isn’t always easy, however, for managers to grasp hold of these opportunities. As assets like data centers have become investable in recent years, manager
Real estate credit finds its footing as markets recalibrate
This episode is sponsored by Bravo Capital and first appeared on The PERE Podcast
The lending landscape is shifting, and private credit is taking center stage. In this episode, Bravo Capital founder and CEO Aaron Krawitz discusses how his firm is navigating a market defined by bank pullbacks, rising regulation and persistent demand for rental housing.
Krawitz outlines where opportunities are emerg
Dealmaking: Is a rebound around the corner?
This episode is sponsored by Francisco Partners and Platinum Equity
Dealmakers had high hopes for 2025, expecting the year to deliver a welcoming environment for M&A. Instead, uncertainty about tariffs and other issues stopped them in their tracks mid-year, and deal volume dropped. Exits have been especially challenging. But now as the year draws to a close, some clarity has returned to the ma
Disruption Matters: Building sustainable growth engines
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver growth, despite the headwinds of a revolution in tech, geopolitics and global markets.
All season long, we’ve argued that PE firms need to pursue growth even in times of uncertainty and
Disruption Matters: Launch codes for 2026
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts discuss how private markets can still deliver growth, despite the headwinds of a revolution in tech, geopolitics and global markets.
In our fifth episode this season, we focus on best practices in planning for 2026 that allow portcos to
Europe’s real estate reset: Capital flows and credit bring cautious optimism
This episode is sponsored by Cain International and Arrow Global and first appeared on The PERE Podcast
After several years defined by rising rates and pricing uncertainty, Europe’s property market may be at an inflection point. Jay Patel, managing director at Arrow Global, and Arvi Luoma, who heads Cain International’s European investment committee, share perspectives on how capital is rebalancin
Disruption Matters: The innovation factor
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver growth, despite the headwinds of a revolution in tech, geopolitics and global markets.
In our fourth episode this season, we focus on how best to drive innovation at portfolio companies,
Why industrials are back on PE’s radar in the age of AI
This episode is sponsored by Brookfield
In recent years, industrials and manufacturing companies have attracted relatively modest levels of interest from private equity managers.
However, a reappraisal may now be overdue. In the US and other developed markets, trade tariffs and the need for more resilient supply chains are driving a resurgence in homegrown industrials. And given the advent of new
Inside secondaries' expansion into private wealth
This episode is sponsored by Lexington Partners, Proskauer and StepStone Group and first appeared on Secondaries Investor's Second Thoughts podcast
The secondaries market is benefitting from private markets' push into the private wealth space, with managers either launching secondaries-focused vehicles or secondaries making up a meaningful component of many evergreen funds.
Evergreen funds raised
Thinking of skipping a vintage? Listen to this first
At a time when distributions from private equity funds are slowing and GPs are holding on to assets for longer instead of selling them and returning cash to investors, many LPs may be wondering whether to hold off on making fresh commitments to PE funds.
While this might be tempting, it's just about the worst thing an investor can do, says Tim Yates, president and chief executive of Commonfund Out
Opportunities amid the dislocation: Investing in Germany’s property market
This episode is sponsored by Arrow Global and first appeared on The PERE Podcast
Germany’s property market is facing the highest insolvency rate in Europe. Years of cheap credit and rising prices encouraged aggressive development, but when interest rates jumped, buyers paused, sales collapsed and projects ran out of cash. The result: a wave of bankruptcies across the sector.
However, in this episo
Should semi-liquids charge 2 and 20?
No trend has taken the private equity industry by storm quite like that of semi-liquid and evergreen funds. Data from consultancy Bfinance shows that at least $30 billion has been raised via private equity semi-liquid funds since 2020 – a figure that represents just 10 percent of the overall semi-liquids universe.
In this episode, Ajay Pathak, a partner and co-chair of Goodwin’s UK business, joins
Disruption Matters: Winning the digital race
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts discuss how private markets can deliver “weatherproof growth”, despite the headwinds of a tech revolution, geopolitics and volatile global markets.
In our third episode this season, we focus on how best to decide where, when and how to u
Bain's David Gross on how to invest in periods of heightened volatility
Tariff turmoil, trade wars and real conflict in the Middle East – these are just some of the challenges private equity participants have had to navigate so far this year.
Speaking to senior editor Adam Le, David Gross, co-managing partner at Bain Capital, said volatility and uncertainty is nothing new for investors.
“I’d be the first to agree that it’s a very disorienting time period,” Gross said.
Unlocking potential in Dutch residential: Global capital is key
This episode is sponsored by Bouwinvest Real Estate Investors and first appeared on The PERE Podcast
The Dutch residential market has remained resilient despite economic turbulence and rising interest rates and is now emerging as a prime destination for international investors.
In this episode, Paul van Stiphout of Bouwinvest Real Estate Investors and Jorrit Arissen of Van Lanschot Kempen Investme
The opportunity surrounding uncertainty
This episode is sponsored by Pomona Capital and Proskauer and first appeared on Secondaries Investor's Second Thoughts podcast
While the Trump administration's tariff announcements and the subsequent unfurling of uncertainty globally does create some headaches, it also creates a tailwind for the LP-led secondaries market.
"What the market has trouble adjusting to is uncertainty. And what happens i
Disruption Matters: Cultivating growth-first leadership
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can deliver “weatherproof growth”, despite the headwinds of a tech revolution, geopolitics and volatile global markets.
In this second episode, we focus on how best to assess, manage and, where necessary,
CMBS sees swift rebound after market turmoil
Having navigated headwinds from interest rate hikes and secular shifts in office usage and online shopping in recent years, the US commercial mortgage-backed securities market was seemingly embracing a full resurgence. In 2024, its origination hit a record $104.05 billion, a 165 percent increase from the previous year.
While that momentum continued into the first quarter of 2025, it stumbled whe
Disruption Matters: Orchestrating change in disruptive times
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver “weatherproof growth”, despite the headwinds of a revolution in tech, geopolitics and global markets.
In this first episode, we set the stage by acknowledging the unique pressures of the
PEI 300: What's behind private equity's fundraising plateau?
The growth of private equity fundraising is slowing down.
The 300 firms that feature on the 2025 edition of the PEI 300 – Private Equity International’s annual ranking of the industry’s biggest fundraisers – collectively raised $3.29 trillion over the preceding five years. While still a record high for the industry, the level of year-on-year growth is a departure from prior iterations.
On average,
As the US real estate debt market resets, private credit steps in
This episode is sponsored by LaSalle Debt Investors and Kayne Anderson
In the wake of rising rates and falling transaction volumes, US real estate debt markets are undergoing a significant transformation. Traditional lenders – especially regional banks – have stepped back, opening space for private credit providers to play a larger role.
As a looming wave of loan maturities approaches, participan
Infrastructure’s digital age
This episode is sponsored by Edmond de Rothschild and Palistar Capital and first appeared on The Infrastructure Investor Podcast
Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advances in artificial intelligence, which have turned data centres into arguably the hottest investment in infrastructure at the moment. The sector also includes fib
Redefining finance leadership
Finance leadership is changing rapidly. So how are leaders adapting to these changes and redefining traditional finance roles to enhance operational efficiency? In this episode, we conclude our three-part New Faces of Finance miniseries by talking to three 2025 honorees about the changes they are making at their respective firms.
Joining us are Dorothy Walter, partner and CFO at Alpine Investors;
How tariff turbulence is hitting private markets
The 'U-word' has well and truly returned to private markets. Uncertainty has dominated conversations the first half of April, as the back-and-forth tariff announcements have deepened the pause in dealmaking.
For the private equity industry, the trade war adds unwelcome distractions to an industry already grappling with challenges including lower distributions, higher interest rates, a difficult fu
Sweden’s bank-dominated real estate market ‘needs’ alternative lenders
In 2022, the Swedish real estate sector was one of several European property markets expected to see significant distress following the rapid rise in borrowing costs. Speculation grew over the fate of companies with huge refinancing needs, and it appeared to be a moment for non-bank lenders to provide an alternative source of debt.
Sweden’s policy rate is now among the lowest in Europe, while a ma
How emerging technologies are transforming litigation finance
Innovation and emerging technologies, such as artificial intelligence and legal tech, are transforming the finance industry faster than ever before. In this episode, we present the second instalment of our three-part New Faces of Finance miniseries.
Joining us is Louisa Klouda, founder and CEO of Fenchurch Legal, who shares her perspective on how innovation is driving transformation in the litigat
How specialised can the secondaries market get?
This episode is sponsored by Evercore, Davis Polk and Dawson Partners and first appeared on Secondaries Investor's Second Thoughts podcast
The secondaries market sits at a crossroads. Never before have LPs been presented with such an array of different liquidity offerings to back. There are specialised secondaries funds focusing on healthcare, on impact investing, on real assets in Asia or on acqu
Mentorship and the future of finance talent
Mentorship is a critical driver of success in finance, especially in Africa, where diverse talent pipelines and investment challenges shape the industry. In this episode, we begin our three-part New Faces of Finance miniseries.
Joining us is Doris Odit Achenga, founder of Odit Frontier Partners, who shares her insights on fostering emerging talent, navigating investment landscapes and the role of
Inside the semi-liquid fund boom
No development has impacted the private equity market over the past year like the rise of semi-liquid and evergreen funds. Semi-liquid/evergreen funds are similar to mutual funds in that investors can buy in one day, sell another day and access a seeded portfolio from the moment capital is invested.
GPs seemed to launch some kind of semi-liquid fund on a weekly basis last year, with ICG, Pantheon,
The energy transition’s next era
This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners
The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs from the incoming Trump Administration. Distributed energy and behind-the-meter power generation are promising, but there are persistent structural obstacles, espec
Secrets to raising a first-time fund in 2025
What does it take for new teams – first-time GPs and spin-out GPs – to succeed in today’s environment? That's a question we put to Warren Hibbert, founder and managing partner at Asante Capital, a placement agent and advisory firm.
Asante has raised capital for firms including GRO Capital, eevolve, Maguar Capital Partners and Artá Capital. The firm was the second-most active placement agent for pr
NZ Super on why a total portfolio approach can both help and hinder PE portfolios
The ‘good boring’ approach to private credit
This episode is sponsored by Golub Capital
Private credit has enjoyed massive growth for more than a decade, but there are real questions about what happens when conditions are less favourable. How can lenders that launched during the good times continue to succeed when the market changes?
David Golub of Golub Capital knows from experience. Golub Capital was founded 30 years ago and has performed
Is America’s energy transition safe in Trump’s hands?
This episode is sponsored by Nuveen and Igneo Infrastructure Partners
With the American electorate recently handing the White House back to Donald Trump, it seems like an opportune time to unpack what it could all mean for the infrastructure asset class – in particular, the US commitment to renewables and the energy transition. Trump is, after all, the man who previously removed the world’s larges
Peeling back the onion on secondaries in 2024 – literally
Please enjoy this crossover episode from Secondaries Investor's Second Thoughts podcast, which recently moved to its own channel. To continue getting new episodes, subscribe at secondariesinvestor.com/podcast or search for Secondaries Investor's Second Thoughts wherever you like to listen.
It's common to peel back the onion on key events and trends seen across financial markets. As the secondaries
A golden era for opportunistic lending
This episode is sponsored by Sculptor Capital Management
The last 24 months have been a period of uncertainty and volatility in credit markets, with rising inflation and higher interest rates putting borrower capital structures under pressure and making it difficult for lenders to price risk.
These headwinds have proven challenging for mainstream lenders. But for opportunistic credit investors, it
Trump, fees on co-investments and how semi-liquids are affecting GP behaviour
Private markets are becoming more accessible to non-institutional investors, as the rise in semi-liquid vehicles this year demonstrates. At the same time, the industry is facing certain potential headwinds or tailwinds, depending on which region you're based in, as law firm Dechert's 2025 Global Private Equity Outlook survey has found.
In this episode, partners Sabina Comis and Chris Field sit dow
Aware Super's checklist for emerging managers
Australian superannuation fund Aware Super opened its first overseas office in London last year and has wasted little time deploying capital. The fund, which manages A$170 billion ($110 billion; €105 billion) on behalf of predominantly nurses and teachers in Australia, quickly set on a plan to invest £5 billion ($6.3 billion; €6 billion) in the UK. It is almost halfway through that plan and most r
Disruption Matters: Embarking on the next era of value creation
The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value.
In the sixth and final episode of this season, we delve into how best to begin creating value using AI and other cutting-edge technology. It's no surprise that picking the right priorities is key, but so
Behind the numbers: Elevating transparency in private market valuations and benchmarking
This episode is sponsored by Scientific Infra and Private Assets
Abhishek Gupta and Tim Whittaker from Scientific Infra and Private Assets discuss the growing demand within private markets for accurate and robust data. They explore solutions that can address these needs, ultimately providing the private markets with comprehensive, high-quality valuations and reliable benchmarks.
Top tips from female founders in alternatives
Female founders continue to be underrepresented and underfunded. Women only accounted for 13.2 percent of all startups in 2023, according to data from software company Carta. This was down from 15.1 percent in 2022. So, it is safe to say progress has been slow.
However, in private markets, there are positive signs that the number of women founding firms and raising capital is increasing, albeit it
Disruption Matters: Optimizing talent for this new era
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value.
In this fifth episode, we discuss tech's role in recruiting, onboarding and developing talent. Along the way, we address how best to recruit Gen Z, the limits of
Can mentoring help close the private markets gender gap?
Women are still underrepresented across private markets, while reaching senior positions remains particularly challenging. In light of this, we decided to take a deep dive into how mentoring can serve as a tool for success and empower women working in the industry.
Last week, PEI Group revealed its annual Women of Influence in Private Markets list 2024, which this year celebrates 42 inspiring wome
Disruption Matters: How tech supercharges today's roll-ups
This episode is sponsored by AlixPartners
The Disruption Matters special podcast series is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value.
In this fourth episode, we discuss tech's role in improving the speed, rigour and ease of roll-up strategies, where a private equity firm acquires a platform compan
Identifying the office of the future
Despite being plagued by headwinds including high interest rates, shrinking demand and declining property values since the start of the covid-19 pandemic, the office sector is starting to see some green shoots as usage and leasing rise.
In this episode, Jim Costello, executive director and co-head of the real-assets team at MSCI, and Ran Eliasaf, founder and managing partner of New York-based rea
Private credit lenders seize the moment in Europe
This episode is sponsored by Arrow Global
Private debt has enjoyed sustained success in recent years, with private credit firms stepping in to fill the void left by the retreat of banks from their traditional lending role. The outlook for the asset class in Europe remains strong, as firms continue to find compelling opportunities, even in sectors that face market headwinds.
A persistent supply-dem
SI Decade: is Asia-Pacific the most promising secondaries market?
This episode is sponsored by Kirkland & Ellis, LGT Capital Partners and TPG NewQuest
The Asia-Pacific secondaries market is one of the most fascinating corners of the global secondaries landscape. This region typically never accounts for more than single-digit figures in terms of global deal volume share – yet some of the most innovative transactions have come out of the APAC market over the y
Disruption Matters: Managing the middle
This episode is sponsored by AlixPartners
The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value.
In this third episode, we will discuss life after the 100-day plan and that tricky middle period where effective portfolio management is paramount, especially if
What stabilizing base rates mean for commercial real estate
This episode is sponsored by Arrow Global
Commercial real estate was heavily affected by rising interest rates throughout 2023. Many sectors of the asset class struggled against a challenging macroeconomic backdrop, with transaction activity dropping significantly and debt providers becoming more conservative in their lending. But over the course of 2024, base rates have begun to stabilize. So, ho
How to get into the SI 50: Inside our latest ranking of the biggest secondaries fundraisers
The top 50 secondaries investors globally raised $473.8 billion in the five years to the end of 2023, according to this year’s SI 50. That’s a 9 percent increase on last year’s ranking, when $434.5 billion was recorded across a longer counting period of five-and-a-half years.
Ardian took the top spot, raising $49.6 billion across the period, followed closely by Blackstone Strategic Partners, which
Carry tax increase in the UK: Anarchy for PE or a new reality?
Profit sharing is at the heart of the private equity incentive model: deliver LPs a certain return and keep 20 percent of the profits.
But private equity managers in the UK look set to pay a higher tax on any profit they take from such investments. The Labour government, which was voted into power in July, has said it aims to raise the tax on carried interest so it’s closer to the income tax rate
Navigating the Asian private credit opportunity
This episode is sponsored by Bain Capital
Asia’s credit markets are the largest in the world, yet they remain heavily bank dominated. While large blue-chip businesses are well serviced, there is a material undersupply of custom, fit-for-purpose capital for SMEs, mid-market businesses and financial sponsors. This is creating a significant opportunity for direct lenders.
Asia’s credit markets are al
Infrastructure debt: 'A critical part of the capital solution'
This episode is sponsored by Barings and Nuveen
Technological innovation is making everything more digital-dependent, and a looming climate catastrophe is ramping up demands for cleaner energy. But neither digitisation nor the energy transition can be accomplished without building new infrastructure or repurposing existing assets, which requires some serious capital investment. Yet, with public p
Infrastructure firms look to accelerate the energy transition in Europe
This episode is sponsored by Infravia Capital Partners and Vauban Infrastructure Partners
Few would deny that investment in the energy transition is an urgent priority across Europe. Without investment in renewable energy, along with a host of associated infrastructure, there is little hope of meeting net-zero targets. Moreover, as the Russian invasion of Ukraine has demonstrated, Europe’s energy
NAV finance steps into the mainstream
This episode is sponsored by 17Capital
NAV finance used to be a niche, little known corner of debt capital markets, but over the past 10 years it has evolved into a firmly established part of the private markets ecosystem.
As NAV finance has moved into the mainstream, private capital managers have taken up NAV facilities in ever greater numbers to address a wide range of financing requirements.
So
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