Spotlight: A PEI Podcast
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Deep dives into the world of private equity investing with authoritative interviews from all corners of the industry.
Available episodes
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6 days ago
How millennial values are shaping ESG decision making
Partners Group’s Adrien-Paul Lambillon and G2 Venture Partners’ Valerie Shen discuss why ESG is important to them and look at how the industry can make progress.
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May 11, 2023
Ardian’s Stéphanie Bensimon on how to reposition assets to create opportunities
At the PERE Network Forum, PEI's Mina Tümay spoke with Ardian's head of real estate, who says she's seeing the most opportunity from mixed-use assets.
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May 11, 2023
M&G Real Estate’s Tony Brown: ‘This could be the best vintage since 2010’ for value-add
At the PERE Europe Forum, PERE EMEA editor Charlotte D'Souza sat down with Brown, global head of M&G Real Estate, who argues that to take a balanced view of the market, you have to look at opportunities arising from both short- and long-term trends.
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May 10, 2023
CBRE IM’s Paul Gibson: Firms must provide a ‘pathway’ on DE&I
On day two of the PERE Europe Forum, Gibson, chief investment officer of EMEA direct real estate strategies at CBRE IM, speaks with PEI's Mina Tümay about the importance of offering flexible parental leave for employees.
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May 10, 2023
Why it’s a ‘Goldilocks’ moment for alternative credit lenders
At day two of the PERE Europe Forum, Real Estate Capital Europe deputy editor Lucy Scott speaks with LaSalle’s Michael Zerda about why he’s never seen a lending environment in real estate that’s as compelling as it is today.
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May 9, 2023
15 minutes with Nathalie Palladitcheff
At day one of the PERE Europe Forum, PERE editor-in-chief Jonathan Brasse speaks with the Ivanhoé Cambridge CEO about the importance of ESG and what role the real estate asset class plays in driving the conversation forward.
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May 9, 2023
Apollo’s Boris Olujic: ‘Investors need to recalibrate’ to have an impact
On day one of the PERE Europe Forum 2023, PERE editor Evelyn Lee sat down with Olujic, partner, real assets at Apollo Global Management, who argues that flexibility is key for investors looking to make an impact.
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May 9, 2023
Sharpening borders: How domicile boundaries are shifting for the private funds industry
Jersey Finance head of funds Elliot Refson and lead in the Americas Philip Pirecki discuss how regulatory developments are impacting fund domiciliation decisions. This episode is sponsored by Jersey Finance
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Apr 26, 2023
What’s making the GP-led market tick
Presenting the second instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.
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Apr 19, 2023
Where private debt opportunity lies today
In the second part of our European private debt series sponsored by Arrow Global Group, PDI editor Andy Thomson asks CEO Zach Lewy about the strategies poised to thrive in a rapidly changing environment.
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Apr 17, 2023
How lending to the industrial outdoor storage sector is evolving
Invesco's Charlie Rose talks about why the niche is drawing more attention in the current market.
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Mar 27, 2023
Exploring the private real estate debt fund ‘ecosystem’
Institutional appetite for private funds offering access to commercial property credit markets is only increasing. But, in this special episode sponsored by ACORE Capital, the firm’s co-managing partners and CEOs explain that the field of options requires education.
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Mar 8, 2023
Female empowerment and intersectionality in PE
For the third instalment of our On the Minds of Millennials miniseries, Blackstone's Devin Glenn and Investcorp's Jordana Semaan discuss the challenges they’ve faced in navigating an industry where women, and especially women of colour, are still scarce among the highest decision-makers.
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Mar 6, 2023
How to identify a renewables asset
Energy transition investment has significantly evolved over the last 15 years, so what should investors take into consideration when deploying in the space? Matt DeNichilo, partner at Energy Capital Partners, and Alex Darden, partner at EQT, discuss the opportunities and risks.
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Feb 23, 2023
What LPs and GPs look at to make sense of the higher-rate environment
In our final episode of Private Markets and the end of Cheap Money, we hear from IMCO, Oaktree Capital, BC Partners and more on what investment professionals there keep their eyes on in the era of higher borrowing costs.
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Feb 8, 2023
How the secondaries market fared in 2022
Presenting the first instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.
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Feb 2, 2023
Dechert’s PE co-head on the biggest trends in the industry
Chris Field, who co-leads the law firm's private equity practice and corporate group, sits down with Spotlight to discuss club deals, GP stake sales and creative deal structuring.
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Jan 26, 2023
How PE is navigating interest rate rises globally
In this fourth episode of our miniseries Private Markets and the End of Cheap Money, we look at how private equity firms are dealing with currency risk and how deals are being affected by interest rates rising at different paces in various global regions.
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Jan 12, 2023
Driving LGBTQ+ inclusion in private equity
In this second episode of our On the Minds of Millennials miniseries, Advent International’s Christina Drakos and KKR’s Brandon Donnenfeld discuss what it was like to come out in the industry, and how PE can truly support the LGBTQ+ community.
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Jan 10, 2023
Who’s investing in infratech?
Not yet fodder for infra investors, but outside the wheelhouse of most VCs, infratech has endured a funding gap – but that’s changing. Guests from Macquarie Capital Venture Studio, Alphabet-backed Sidewalk Infrastructure Partners, Infratech Growth Partners and Morrison & Co’s Clearvision Ventures discuss how.
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Jan 5, 2023
The window of opportunity for private credit
In this third episode of our miniseries Private Markets and the End of Cheap Money, we explore key trends in private debt with industry professionals. While the asset class is not without challenges, some see better prospects for investing there than they have in some time.
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Dec 20, 2022
Jeremy Coller and Nigel Dawn on the future of the secondaries market
The founder of Coller Capital and the head of Evercore's private capital advisory group discuss what's in store for the fastest-growing sub-strategy in alternatives.
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Dec 15, 2022
LPs rethink role of private equity in portfolios amid higher-rate era
In this second episode of our miniseries, Private Markets and the End of Cheap Money, we talk to limited partners about allocation shifts, impacts on fundraising and what investors are looking for out of their GPs as rates rise.
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Dec 13, 2022
Managing risk in a risk-off European residential real estate market
Marc Fuhrmann of investment manager Arrow Global and Ellis Sher of Maslow Capital, in this sponsored episode, talk to PERE's Jonathan Brasse about the critical considerations when investing institutional capital into Europe’s housing market amid current uncertainty.
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Dec 7, 2022
How PE pros are handling higher interest rates and the slowdown in dealmaking
In this first episode of our miniseries, Private Markets and the End of Cheap Money, we talk to dealmakers from Corsair, OEP, Vestar and more to hear how sponsors are coping with the higher price of 'L' in LBOs.
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Dec 1, 2022
Can controlled environment agriculture really feed the world?
High-tech greenhouse and vertical farming start-ups all believe they can sustainably contribute to feeding the world while making a profit. Their funding rounds suggest investors believe them, but should they?
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Nov 21, 2022
How domiciling in Jersey can help US managers targeting European capital
In this special episode, sponsored by Jersey Finance, head of funds Elliot Refson and lead in the Americas Philip Pirecki discuss how the offshore jurisdiction is a stable and reliable gateway to Europe for US managers.
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Nov 16, 2022
The unprecedented uncertainty of energy transition investing
Stan Miranda, founder of Partners Capital, talks to Toby Mitchenall about how private markets investors should think about uncertainty when investing into the global energy transition.
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Nov 3, 2022
Disruption Matters: Planning for the unknown
In an era defined by uncertainty, how does anyone plan for the year ahead? In this sixth and final episode of Disruption Matters, sponsored by AlixPartners, a panel of experts discusses how they're preparing for whatever 2023 brings.
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Oct 19, 2022
The allure of infrastructure secondaries
We catch up with William Greene, managing partner at Stafford Capital Partners, to discuss why some LPs are parting ways with stakes in infra funds and how big this market could become.
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Oct 12, 2022
On the minds of millennials: Prioritising mental health
Motive Partners’ Sam Tidswell-Norrish and Schroders Capital’s Tanja Lukas look at how the PE industry is advancing the mental health conversation and discuss how they each manage their own personal wellbeing.
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Oct 5, 2022
What does employee ownership mean for investors’ returns?
PEI senior editor Adam Le and senior reporter Carmela Mendoza discuss how private equity firms sharing equity with an entire workforce can create upside and value for investors.
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Oct 3, 2022
Disruption Matters: Reimagining the workforce
How has the Great Resignation forced a rethink on PE talent management? Hear takes from across the industry in the fifth episode of our Disruption Matters miniseries, sponsored by AlixPartners.
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Sep 21, 2022
Disruption Matters: Digitizing with a purpose
Massive spend is targeting digital transformation, but is it really creating value? Find out in the latest episode of our Disruption Matters miniseries, sponsored by AlixPartners.
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Sep 6, 2022
Disruption Matters: Outmaneuvering cyber threats
The cybersecurity threat landscape is constantly shifting. In this third episode of our miniseries sponsored by AlixPartners, learn how PE operators are keeping up.
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Sep 2, 2022
Fuel for thought – what energy security means for the transition
In this special episode, sponsored by Schroders Capital, Richard Nourse and Karin Kaiser of Greencoat Capital discuss how the war in Ukraine and the energy crunch will impact the shift away from fossil fuels. This podcast is for professional investors only
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Aug 30, 2022
Carbon capture – a market in the making
Carbon capture and sequestration has made it into many headlines, but few investor portfolios. Infrastructure Investor speaks with Partners Group’s Esther Peiner, Keith Martin of Norton Rose Fulbright and Columbia University professor Scott Barrett to discuss where the market will move.
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Aug 24, 2022
Disruption Matters: Acting local, staying global amid operational and financial disruption
In the second episode of this miniseries, sponsored by AlixPartners, PE leaders share how they’re weathering operational and financial challenges.
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Aug 17, 2022
Disruption Matters: Plotting a surefooted path in a disrupted world
The first in a special five-part series, sponsored by AlixPartners, where we ask private equity operators how they're responding to today’s myriad challenges.
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Aug 15, 2022
Introducing ’Disruption Matters’
Private Equity International is proud to present our first-ever serialized podcast, sponsored by AlixPartners. The five-part miniseries is focused on how private equity operators are finding opportunities in disruption. Listen to the first episode on August 17 right here on the Spotlight podcast channel.
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Aug 9, 2022
Four steps to cut through greenwash
We speak to Jim Roth, who co-founded LeapFrog Investments and is now founder and managing partner of Zamo Capital, about how to avoid exaggerated impact claims.
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Aug 4, 2022
The European debt opportunity
In this special episode of Spotlight, sponsored by Arrow Global, CEO Zach Lewy tells PDI editor Andy Thomson why a local approach offers unique advantages for private lenders in Europe.
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Jul 21, 2022
How to break into private markets
Two of this year’s Women of Influence, Luxcara’s Alexandra von Bernstorff and BlackRock’s Pam Chan, discuss the challenges of starting a career in the industry.
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Jul 11, 2022
How to break into private equity
Two professionals featured in PEI Media’s Women of Influence in Private Markets list 2022, APG’s Keren Raz and General Atlantic’s Melis Kahya Akar, discuss the challenges they faced as women in the field.
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Jul 5, 2022
How to break into private debt
Two professionals in the asset class featured in this year’s Women of Influence list, MV Credit’s Nicole Downer and Ares Management’s Andrea Fernandez, discuss how to navigate career challenges in the industry and resist gender bias.
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Jul 1, 2022
How to break into venture capital
Two of this year’s Women of Influence, WOCstar Fund’s Gayle Jennings-O’Byrne and Supply Change Capital’s Noramay Cadena, discuss the road to success in VC.
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Jun 28, 2022
How the SEC is already probing ESG claims
'There is a lot of material being requested.' A recent letter from the US Securities and Exchange Commission shows the extent to which it is probing managers about their ESG claims and practices.
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Jun 13, 2022
Ex-Apollo insider spills the beans on private equity’s inner workings
Sachin Khajuria, a former partner at Apollo Global Management, discusses his book Two and Twenty: How the Masters of Private Equity Always Win, and why the industry needs to engage more with wider society.
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Jun 13, 2022
‘We continue to build infra for a planet that no longer exists’
Bill Green, founder of Climate Adaptive Infrastructure, explains how investors are mispricing climate risk and what needs to change.
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Jun 7, 2022
Inside this year’s record-breaking PEI 300 ranking
PEI’s editorial team discusses how the feverish fundraising environment has contributed to the record $2.6trn raised by the world's biggest private equity firms, and where the growth is coming from.
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May 26, 2022
PEI Future 40 fundraisers on what’s next for private equity
Fundraising rising stars from Verdane, Development Partners International and Rede Partners discuss the future of the market.
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May 18, 2022
Farmland Partners’ ‘short and distort’ public markets nightmare
Founder Paul Pittman discusses a defamatory attack on Farmland’s stock, as well as his firm’s forays into private farmland markets.
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Mar 31, 2022
The quest for ‘green’ data centres
Infrastructure Investor sits down with Jennifer Gandin of CIM Group and Quinbrook co-founder David Scaysbrook to explore how private markets can work to curb data centres’ rising levels of greenhouse gas emissions.
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Mar 3, 2022
Private funds’ year of living dangerously
The industry is staring down a portentous, menacing road of new regulations.
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Feb 17, 2022
Natural gas caught in the Russia-Ukraine crossfire
Infrastructure Investor uses internal data, alongside commentary from energy experts Andrey Konoplyanik, Christof Ruhl and Jonathan Stern, to discuss how the crisis might impact natural gas investing and infra portfolios.
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Feb 10, 2022
What investors think of manager changes
Executives from Allianz Real Estate and The Townsend Group share the pros and cons related to the ongoing evolution of the private real estate industry.
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Feb 2, 2022
Pantheon on the ’silver lining’ of hiring in a pandemic
Kathryn Leaf, head of real assets for the London-based firm, takes us inside the search and hiring process for its new real estate heads.
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Jan 13, 2022
How natural gas can pave the way to net zero
Energy Impact Partners' Andy Lubershane doesn't question natural gas's warming potential, but explains why and how it can be a viable transition fuel that investors should consider.
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Jan 10, 2022
BlackRock excited by the investment ’white space’ of the energy transition
Edwin Conway, senior managing director and global head of BlackRock Alternative Investors, talks to New Private Markets about the 'tremendous capital shortfall' when it comes to climate tech solutions investment and why investors will lean in more to infrastructure and private credit.
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Dec 21, 2021
Ajit Pai on the infrastructure bill’s broadband boom
The Searchlight Capital partner and former FCC chairman believes there could be plenty of opportunity for the private sector in the $65bn funding.
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Dec 14, 2021
Four trailblazers on the future of ESG-linked credit
Carlyle, EQT, Infrared and BPEA give their predictions for the sustainability-linked loan market in 2022.
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Oct 27, 2021
What ever happened to opportunity zones?
They were billed as the next big thing in real estate fundraising and impact investing. Author David Wessel says they are not all they were cracked up to be.
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Oct 18, 2021
EisnerAmper‘s CEO on a possible ‘sea change‘ for the accounting industry
Charly Weinstein discusses the accounting firm's recent deal with TowerBrook, and how the business's new 'alternative practice structure' could shake up the industry.
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Oct 13, 2021
Is now the time to sell a portfolio?
As the global economy recovers and buyers bump up on their allocation limits on a glut of GP-led deals, the LP market is seeing a resurgence. Mike Custar and Jake Stuiver of White Plains-based secondaries advisory M2O discuss whether now is the ideal time to take an LP portfolio deal to market.
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Oct 4, 2021
How private debt has weathered the uncertainty around inflation
The economic bounce-back from covid came quickly, says Randy Schwimmer of Churchill Asset Management, which caused inflation to be on everyone's minds.
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Sep 30, 2021
SoftBank on foodtech: ‘Scale, scale, scale’
Investment director Angela Du says covid added urgency to the need to build supply chains for alternative proteins and cultured meat.
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Sep 28, 2021
IFM on infra debt’s success and the challenges ahead
Matthew Wade, IFM’s executive director for debt investments, explains approaches LPs are taking to the sector.
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Sep 21, 2021
Should you build your portfolio on secondaries?
Academic Cyril Demaria and Greenhill's Bernhard Engelien debate the role of secondaries in portfolio construction and what LPs should bear in mind.
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Aug 19, 2021
Can we cure the cyber-crime epidemic?
Hugh Thomson, managing partner at Crosspoint Capital, discusses the recently issued Executive Cybersecurity Order and its potential influence on B2B and B2C companies.
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Aug 9, 2021
How inflationary pressures are likely to play out in private equity
Nicholas Brooks, head of economic and investment research at ICG, discusses the biggest things GPs should be concerned about in an era of inflation and potential interest rate rises.
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Jul 29, 2021
The poor are 'profoundly absent' in impact investing conversations
Can private capital really solve the world's biggest challenges? Is there something wrong with the way private equity funds are raised? We discuss the rise and fall of Abraaj with Simon Clark, co-author of 'The Key Man'.
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Jul 27, 2021
Former top SEC examiner names biggest risks to PE
Firms should focus beyond the Commission's 'hot topic' compliance issues and understand their own individual vulnerabilities.
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Jul 20, 2021
How covid halted strategic sophistication
Having paused, investors will once again begin expanding into more adventurous areas, says William Nicol of M&G.
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Jul 13, 2021
Is action living up to the rhetoric on gender diversity?
Journalists across the PEI stable share their insights on an issue that has become top of mind for private fund managers and investors.
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Jul 8, 2021
Is it finally time for asset recycling in the US?
We catch up with IFM Investors executive director Tom Osborne on the new bipartisan infra plan, how to implement asset recycling in the US, PPPs, the new IFA and much more.
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Jun 29, 2021
True Ventures talks scouting diverse talent and what a ‘VP of culture’ does
Co-founder Phil Black describes how the VC firm tracks diversity metrics and works with founders to grow inclusive teams.
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Jun 22, 2021
Where did all the distressed money go?
Large amounts of capital have been raised for distressed strategies in private debt and real estate, but thanks to government support schemes, finding a home for it is proving a challenge.
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Jun 14, 2021
SPONSORED: The democratisation of private markets is under way
Regulators and fund managers are adapting to accommodate greater retail investor participation in private markets, say SEI's Ross Ellis and ANZU Research's Steve Unzicker.
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Jun 1, 2021
Why NextEnergy launched the world's first international solar fund
Founding partner and chief executive Michael Bonte-Friedheim explains why the UK-based firm created NextPower III, the only dedicated international solar fund.
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May 19, 2021
Why the American Jobs Plan is an opportunity not to be missed
I Squared Capital founder Sadek Wahba discusses why the Biden administration’s infra plan is a crucial first step, and how a US version of the World Bank could play a key role in mobilising private capital.
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May 5, 2021
What to do with all the excess retail?
Executives from Angelo Gordon, Nuveen Real Estate and Canada Life make the business case for their preferred alternative use for the property type.
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Apr 28, 2021
Behind the latest PE and private debt fundraising numbers
PEI's editorial team takes a look at the record $180bn raised for private equity in Q1 2021 and how average fund sizes for private debt funds topped $1bn for the first time during the quarter.
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Apr 13, 2021
How OMERS’ infrastructure portfolio bucked the trend in 2020
Philippe Busslinger, the Canadian pension’s head of infrastructure in Europe, explains what was behind its 8.6% return last year and how it plans to battle increased competition.
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Apr 7, 2021
SPONSORED: How private equity can unlock value in technology
Ryan Lanpher at Permira says partnering with strong management teams is the best way to capture value during these unprecedented times.
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Apr 1, 2021
Inside KKR’s employee ownership initiative
New Private Markets talks to Pete Stavros, partner and co-head of Americas private equity at KKR, about the firm’s approach to giving employees equity in their companies, and how it could catch on.
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Mar 29, 2021
ESG-linked fund finance: Sustainability step-change or window-dressing?
Editors from across the PEI stable jump on Zoom to swap thoughts on a growing trend in private markets: linking the cost of fund-level credit facilities to ESG performance.
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Mar 10, 2021
Why China’s policies are creating a funding gap
Government actions are generating opportunities in a range of sectors. Celia Yan of BlackRock tells us where to look.
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Feb 26, 2021
What does the refinancing wave mean for me?
A level of repayments is coming that some investors are prepared for and others may not be. Eric Lloyd and Jonathan Bock of Barings discuss what happens when loans repay.
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Jan 28, 2021
Real assets under Biden
Senior reporters and editors from PERE, Infrastructure Investor and Agri Investor dig into the changes most likely to impact their respective asset classes under the new president and Democrat-controlled Congress.
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Jan 20, 2021
How a Democrat-controlled US government could impact private equity
Senior editors from across PEI Media’s titles discuss what they’ll have their eyes on in the coming months, from taxes and SEC oversight to the possibility of the industry being thrown into the public spotlight.
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Dec 15, 2020
So you’re thinking of spinning out?
Carlo Pirzio-Biroli, managing partner of Glendower Capital, shares his top tips on how to set up your own fund.
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Dec 7, 2020
What's ahead for Australian commercial real estate lending?
Some investors might shun commercial real estate debt because of the drastic changes that we have seen since the pandemic. Martin Lechner of Corecam and Wayne Lasky of Maxcap Group share their insights on the investing environment down under.
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Nov 30, 2020
SPONSORED: Four auto trends ripe for PE investment
MiddleGround Capital partners John Stewart and Scot Duncan say major supply chain disruptions are opening up opportunities for private equity managers.
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Nov 10, 2020
In depth with Carlyle and TPG’s diversity and inclusion heads
Kara Helander and Anna Edwin discuss how they are building diversity, equity and inclusion within their firms, and how the racial justice movement and pandemic have generated momentum for sustained action.
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Nov 3, 2020
Why one man left private equity to fight for racial justice
Rendel Solomon discusses why he walked away from a successful career at a $1bn asset manager, and shares some frank thoughts on the state of diversity and inclusion in the industry.
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Oct 20, 2020
In depth with Hamilton Lane's Mario Giannini
Hamilton Lane’s long-time CEO explains the role he thinks private markets can play in the post-coronavirus rebuild, and why we shouldn’t worry about the public markets rally.
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Sep 24, 2020
How VCs connect with co-workers and portfolio companies during the pandemic
Sandeep Bhadra of Vertex Ventures US discusses how the firm has used White Claw drinks and cookies to maintain communications. He also says initial Zoom meetings will remain in a post-pandemic world.
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Sep 9, 2020
Evercore's Nigel Dawn on the secondaries opportunities to come
We catch up with investment bank Evercore's private capital advisory head, who discusses single-asset transactions, secondaries deals in the era of covid-19 and what's in store for the market this year. Find our analysis of Evercore's mid-year report here.
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Aug 27, 2020
How to value assets during covid-19
Two valuation management firms share their strategies for assessing a property’s worth during a time of massive dislocation and uncertainty.
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Aug 13, 2020
Rise of SPACs, demand for long holds and adjusting PE operations in the pandemic
We discuss the factors driving well-known executives to form special purpose acquisition vehicles and take a look at how private equity portfolio companies have adjusted to combat covid-19.
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Aug 4, 2020
Who will be the winners and losers in mid-market lending?
Andrew Lockhart of Metrics Credit Partners and Kelly Morton of Skye Capital Advisory discuss what's happened to portfolio companies and deal pipelines since the March meltdown, and what the implications are of public relief funds for mid-market lenders.
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Jul 27, 2020
Why this crisis is different than the last for private credit
Is opportunistic credit the next big thing to watch in the asset class? What are others in the markets doing now? Bruce Tomlinson of Sunsuper and Bev Durston of EdgeHaven answer these key questions.
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Jul 22, 2020
Women and secondaries – a match made in heaven?
We speak with three prominent female secondaries professionals – Kate Ashton, Martha Heitmann and Johanna Lottmann – and chair of industry body Level 20 George Anson to discuss the barriers to promoting women in secondaries, and how to break them down.
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Jul 21, 2020
Is coronavirus a blip on the agriculture forecast sheet?
As the pandemic heightens food security anxieties, and just-in-time supply chains suffer, we discuss how the outbreak will impact the asset class’s growth trajectory. We're joined by Fiera Comox partner for agriculture Matthew Corbett and Benjamin Subei, principal at the Boston Consulting Group.
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Jul 1, 2020
The big hitters thinking of jumping ship
Some experienced investment professionals are seeing their funds take a hit from the pandemic and are considering moving to new pastures. This is one trend identified by Will Invine of Stem7 in a discussion of key issues in alternative assets recruitment.
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Jun 23, 2020
Three months of lockdown – how are LPs and GPs adapting?
Our senior editors discuss the findings of our latest surveys looking at how private equity investors and their managers are doing business during the covid-19 crisis. Also be sure to check out our Investor outlook on 2020 in light of covid-19 presentation at www.privateequityinternational.com to see more results from the LP survey.
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Jun 1, 2020
What you need to know about the fundraising pioneers of 2020
What are 'dislocation' funds all about and what are the implications for LPs? Tavneet Bakshi of FirstAvenue, Trevor Castledine of bfinance and Jessica O’Mary of Ropes & Gray discuss the key issues.
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May 12, 2020
How sunny is the outlook for renewables amid covid-19?
The long-term health of the sector is positive if it can navigate its short-term challenges, according to industry experts Richard Nourse of Greencoat Capital and Jeffrey Altman of Finnadvice.
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May 4, 2020
Why the future of private real estate is digital
Digital Bridge CEO Marc Ganzi and National Real Estate Advisors CEO Jeff Kanne discuss the evolution of private investment in data centers and why the covid-19 pandemic could be a net-positive for the sector.
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Apr 24, 2020
Which private asset classes are experiencing a boom in dealflow?
Distressed debt and special sits, food production, healthcare and certain VC strategies have received growing attention as a result of the coronavirus crisis.
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Apr 16, 2020
What midstream risks are you not taking?
As low demand and commodity price volatility roils the energy sector, BlackRock's Mark Florian talks with Infrastructure Investor's Jordan Stutts about how an oil production agreement and other market trends are impacting midstream infrastructure assets.
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Apr 7, 2020
LP defaults, force majeure and over-collateralisation amid covid-19
Our senior editorial teams covering PE, private debt, infrastructure, real estate and secondaries discuss the latest in how private markets are responding to the coronavirus pandemic. Plus: ways firms are helping people out in the crisis.
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Mar 25, 2020
Pulled deals, chaotic fundraisings, skittish LPs: The corona effect
Across the private equity industry, the impacts of the pandemic-spurred economic downturn are being felt in dealmaking, which has slowed or paused fundraising processes while LPs work to understand the status of their portfolios.
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Mar 20, 2020
How covid-19 is hitting private markets
Are private asset classes better positioned to weather the crisis? Our senior editorial teams covering PE, private debt, infrastructure, real estate and secondaries provide insight.
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Mar 10, 2020
When and how to build an in-house IR team
Executive recruiters Mary Gay Townsend and Simon Nixon discuss the pros and cons of having your own investor relations team – and whether it's worth it.
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Mar 2, 2020
Why real estate investors do not love today's low interest rates
Institutional capital is worried about the long-term impacts of 'a global stage that we've never seen before.' Anthony Breault of Oregon State Treasury, Greg MacKinnon of Pension Real Estate Association and Brant Bryan of Cresa tell us what a 'lower-for-longer' interest rate environment means for private real estate.
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Feb 25, 2020
How the secondaries sellside is dealing with a generational crisis
Executive recruiters Mary Gay Townsend and Simon Nixon, who've helped place some of the biggest names in secondaries over the years, discuss the top issue facing the industry.
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Feb 3, 2020
Operating partners share their horror stories
Executives from EQT, Permira, The Riverside Company and NewQuest Capital Partners share some of the lessons they've learned, as well as what operating partners can do to help create value and ensure alignment at the pre-deal stage, particularly in the Asia-Pacific region.
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Dec 18, 2019
Why your next deal sourcing avenue may not have funds
Independent sponsors, once known as fundless sponsors, have proliferated in recent years as they shed a reputation for inability to deliver, and have appealed to LPs wanting to commit capital to individual deals.
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Oct 30, 2019
Fiduciary duty has 'been going in the wrong direction'
ILPA senior policy counsel Chris Hayes discusses the organization's new model limited partnership agreement, including how it seeks to restore fiduciary duty to the LP-GP relationship.
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Sep 29, 2019
CalSTRS on becoming 'the partner of choice'
California State Teachers' Retirement System deputy CIO Scott Chan and head of real estate Mike DiRe dive into the pension’s new investment strategy: the collaborative model, which prioritizes joint ventures, separate accounts and direct acquisitions.
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Sep 24, 2019
How to tackle your cybersecurity issues
Agio founder and CEO Bart McDonough discusses strengthening the GP-LP bond, beginning cybersecurity integration at the C-suite, and the need for firms to adopt tailored solutions.
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Sep 11, 2019
Why co-investments are in the best interest of GPs and LPs
The strategy brings investors reduced fees and managers can write large cheques. Industry practitioners from The Carlyle Group, Cambridge Associates and Kennedy Lewis Investment Management say these are only a few of the upshots.
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Aug 12, 2019
SEC aims to level playing field for retail investors
The Securities and Exchange Commission's concept release on the harmonization of securities offering exemptions could prelude more Main Street access to private equity. PFCFO spoke with experts from law firm Ropes & Gray about what this could mean for PE firms and the future of retail investing.
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Jul 31, 2019
How PE firms can recruit a diverse investment team
Veteran headhunter in the private equity space Will Moynahan discusses how general partners can promote diversity and inclusion in their recruitment practices.
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Jul 1, 2019
Rise of the chief information officer
Carlyle’s Georgette Kiser discusses the increasingly important and challenging role and why every firm is having to become a data and technology company.
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Jun 26, 2019
Capitalizing on automation
Anubhav Saxena discusses how firms can utilize new technologies to accelerate equity value creation in portfolio companies and build digital workforces.
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Jun 24, 2019
Everything you wanted to know about preferred equity
Preferred equity isn’t new but firms such as 17Capital have been applying it to private equity via dedicated funds. In this 26-minute podcast we speak to managing partner Augustin Duhamel about the strategy that is quietly taking the market by storm.
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Jun 24, 2019
Top 10 litigation risks facing PE firms today
Proskauer’s Josh Newville and Tim Mungovan talk through the key legal risks facing private equity in 2019.
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Jun 20, 2019
What’s in your fund fee documents?
Private credit might be the new kid on the block in the alternative asset world, but the asset class’s fees have still evolved independently of private equity.
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Jun 14, 2019
How Germany has become a 'battleground'
Hans-Jorg Baumann, Alexander Bode and Boerge Grauel discuss competition, supply and demand, bank domination and LP allocation priorities at the PDI Germany Forum 2019.
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May 30, 2019
Leapfrog’s CEO on separating the impact investing wheat from the chaff
Fresh from raising a $700m fund in May, Leapfrog Investments’ founder and CEO Andy Kuper talks to Toby Mitchenall about how impact investing will evolve as more firms enter the fray.
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May 13, 2019
How to avoid pitfalls in stapled deals
Blue chip managers are using stapled secondaries deals to boost fundraising and provide liquidity to LPs. In this episode, lawyers from Proskauer, Debevoise & Plimpton and MJ Hudson discuss how GPs and LPs should approach this increasing transaction type.
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Apr 9, 2019
Gazing into the future: 5 tips for long-term investors
Wired contributing editor and futurist Ben Hammersley explains how to deal with exponential growth, discusses the needs created by new technology and explains why cognitive-enhancing infra is a must in the age of AI.
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Mar 4, 2019
BC Partners on moving from PE into credit and real estate
BC Partners' Nikos Stathopoulos gives us a run down on what it is like making the move from private equity into private credit and real estate, in this 10-minute podcast.
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Feb 11, 2019
Is this the most dangerous man in private equity?
Professor Ludovic Phalippou of Oxford University says GPs must accept that some elements of the PE model are not working so well for LPs. Is he a threat to the industry or its saviour?
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Jan 8, 2019
Riverside on the GFC's 'difficult blessing'
As the firm celebrates 30 years in the industry, co-founder Bela Szigethy reflects on how the global financial crisis changed the firm for the better. PEI's Isobel Markham reports.
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Dec 14, 2018
Why investors should look beyond the headlines in emerging markets
Albright Capital’s Gregory Bowes discusses why improvements in creditor rights and bankruptcy codes in emerging markets mean investors needn’t be weary of the asset class. PEI's Isobel Markham reports.
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Dec 10, 2018
Highway to the opportunity zone
PERE's Lisa Fu talks with several experts to break down the opportunities, risks and rules that come with the new US federal program creating buzz among real estate investors.
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Dec 6, 2018
Why the ‘triple whammy’ of issues impeding Chinese investments into US is here to stay
From capital controls and CFIUS to the intensifying trade war, Chinese investors trying to invest in the US are encountering many hurdles. David Blumenfeld and Paul Guan of the law firm Paul Hastings discuss these hurdles with PERE's Arshiya Khullar.
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Nov 30, 2018
Where are hurdle rates trending?
With managers increasingly putting pressure on LPs to enter the carry early, Threadmark partner Patricia Wilkinson and PEI senior editors Bruno Alves, Jonathan Brasse and Toby Mitchenall look across asset classes to find out whether the status quo really is changing.
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Nov 30, 2018
The smartest ways for debt firms to use technology
Are fund managers missing a trick by applying old-fashioned methods to data mining, deal sourcing and investor reporting? We dive into the issues in this 20-minute discussion with Matthias Kirchgaessner of Plexus and Alex Schmid of ESO Capital.
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Nov 30, 2018
Why GP-led secondaries is the next big thing in private equity
From stapled deals to restructurings, tender offers to strip sales, Andrew Sealey, managing partner and chief executive of Campbell Lutyens, discusses the different types of GP-led deals and how they can benefit all parties.
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