Private Equity Spotlight
Episodes
The new playbook for emerging managers
15 Apr 2026
Contributed by Lukas
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...
PEI's Data Dive: How LPs' investment priorities are shifting
09 Apr 2026
Contributed by Lukas
Over the past year, LP appetite for private equity has shifted noticeably. Private Equity International’s latest LP Perspectives Study revealed that...
Are PE's best days behind it? An LP and GP discuss
30 Mar 2026
Contributed by Lukas
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 Burg...
How an LP and a GP are approaching the slower exit environment
20 Feb 2026
Contributed by Lukas
In the first episode of PEI Group’s new Commitment Issues podcast, Yangge Seaman of the Children’s Health System of Texas spoke with Hg Capital c...
Private Funds CFO NY Forum: Sighs of relief
12 Feb 2026
Contributed by Lukas
Private Funds CFO's 23rd annual New York Forum gathered together nearly 600 compliance, financial and operational experts in two days of discussions t...
How PE markets evolved in a volatile 2025
23 Dec 2025
Contributed by Lukas
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 epis...
Behind PE’s democratisation drive and how GP-leds are thawing the liquidity freeze
18 Dec 2025
Contributed by Lukas
In this episode, senior reporter Carmela Mendoza sits down with Sabina Comis, global managing partner, and Kenneth Young, a partner and co-chair of th...
The new era of GP-led secondaries
15 Dec 2025
Contributed by Lukas
This episode is sponsored by Lexington Partners, LGT Capital Partners and Davis Polk and first appeared on Secondaries Investor's Second Thoughts podc...
The next frontier for real assets: Why multi-product managers have a head start to 2030
01 Dec 2025
Contributed by Lukas
This episode is sponsored by Manulife Investment Management and first appeared on The PERE Podcast As new industries evolve and accelerate, new opport...
Real estate credit finds its footing as markets recalibrate
28 Nov 2025
Contributed by Lukas
This episode is sponsored by Bravo Capital and first appeared on The PERE Podcast The lending landscape is shifting, and private credit is taking cent...
Dealmaking: Is a rebound around the corner?
19 Nov 2025
Contributed by Lukas
This episode is sponsored by Francisco Partners and Platinum Equity Dealmakers had high hopes for 2025, expecting the year to deliver a welcoming envi...
Disruption Matters: Building sustainable growth engines
11 Nov 2025
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading indu...
Disruption Matters: Launch codes for 2026
28 Oct 2025
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading ind...
Europe’s real estate reset: Capital flows and credit bring cautious optimism
23 Oct 2025
Contributed by Lukas
This episode is sponsored by Cain International and Arrow Global and first appeared on The PERE Podcast After several years defined by rising rates an...
Disruption Matters: The innovation factor
14 Oct 2025
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading indu...
Why industrials are back on PE’s radar in the age of AI
06 Oct 2025
Contributed by Lukas
This episode is sponsored by Brookfield In recent years, industrials and manufacturing companies have attracted relatively modest levels of interest f...
Inside secondaries' expansion into private wealth
02 Oct 2025
Contributed by Lukas
This episode is sponsored by Lexington Partners, Proskauer and StepStone Group and first appeared on Secondaries Investor's Second Thoughts podcast Th...
Thinking of skipping a vintage? Listen to this first
24 Sep 2025
Contributed by Lukas
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 c...
Opportunities amid the dislocation: Investing in Germany’s property market
09 Sep 2025
Contributed by Lukas
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 ...
Should semi-liquids charge 2 and 20?
29 Jul 2025
Contributed by Lukas
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 ...
Disruption Matters: Winning the digital race
23 Jul 2025
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading i...
Bain's David Gross on how to invest in periods of heightened volatility
09 Jul 2025
Contributed by Lukas
Tariff turmoil, trade wars and real conflict in the Middle East – these are just some of the challenges private equity participants have had to navi...
Unlocking potential in Dutch residential: Global capital is key
08 Jul 2025
Contributed by Lukas
This episode is sponsored by Bouwinvest Real Estate Investors and first appeared on The PERE Podcast The Dutch residential market has remained resilie...
The opportunity surrounding uncertainty
30 Jun 2025
Contributed by Lukas
This episode is sponsored by Pomona Capital and Proskauer and first appeared on Secondaries Investor's Second Thoughts podcast While the Trump adminis...
Disruption Matters: Cultivating growth-first leadership
25 Jun 2025
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading in...
CMBS sees swift rebound after market turmoil
09 Jun 2025
Contributed by Lukas
Having navigated headwinds from interest rate hikes and secular shifts in office usage and online shopping in recent years, the US commercial mortgage...
Disruption Matters: Orchestrating change in disruptive times
04 Jun 2025
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading indu...
PEI 300: What's behind private equity's fundraising plateau?
03 Jun 2025
Contributed by Lukas
The growth of private equity fundraising is slowing down. The 300 firms that feature on the 2025 edition of the PEI 300 – Private Equity Internation...
As the US real estate debt market resets, private credit steps in
27 May 2025
Contributed by Lukas
This episode is sponsored by LaSalle Debt Investors and Kayne Anderson In the wake of rising rates and falling transaction volumes, US real estate d...
Infrastructure’s digital age
22 May 2025
Contributed by Lukas
This episode is sponsored by Edmond de Rothschild and Palistar Capital and first appeared on The Infrastructure Investor Podcast Digital infrastruct...
Redefining finance leadership
28 Apr 2025
Contributed by Lukas
Finance leadership is changing rapidly. So how are leaders adapting to these changes and redefining traditional finance roles to enhance operational e...
How tariff turbulence is hitting private markets
17 Apr 2025
Contributed by Lukas
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 ta...
Sweden’s bank-dominated real estate market ‘needs’ alternative lenders
16 Apr 2025
Contributed by Lukas
In 2022, the Swedish real estate sector was one of several European property markets expected to see significant distress following the rapid rise in ...
How emerging technologies are transforming litigation finance
14 Apr 2025
Contributed by Lukas
Innovation and emerging technologies, such as artificial intelligence and legal tech, are transforming the finance industry faster than ever before. I...
How specialised can the secondaries market get?
24 Mar 2025
Contributed by Lukas
This episode is sponsored by Evercore, Davis Polk and Dawson Partners and first appeared on Secondaries Investor's Second Thoughts podcast The seconda...
Mentorship and the future of finance talent
17 Mar 2025
Contributed by Lukas
Mentorship is a critical driver of success in finance, especially in Africa, where diverse talent pipelines and investment challenges shape the indust...
Inside the semi-liquid fund boom
06 Mar 2025
Contributed by Lukas
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...
The energy transition’s next era
03 Mar 2025
Contributed by Lukas
This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners The state of renewable energy is a series of contradictions. On the one hand...
Secrets to raising a first-time fund in 2025
25 Feb 2025
Contributed by Lukas
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 Hibber...
NZ Super on why a total portfolio approach can both help and hinder PE portfolios
19 Feb 2025
Contributed by Lukas
California Public Employees' Retirement System, the US's largest public pension, last year introduced to its board a radically different method of inv...
The ‘good boring’ approach to private credit
06 Feb 2025
Contributed by Lukas
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 h...
Is America’s energy transition safe in Trump’s hands?
02 Jan 2025
Contributed by Lukas
This episode is sponsored by Nuveen and Igneo Infrastructure Partners With the American electorate recently handing the White House back to Donald Tru...
Peeling back the onion on secondaries in 2024 – literally
30 Dec 2024
Contributed by Lukas
Please enjoy this crossover episode from Secondaries Investor's Second Thoughts podcast, which recently moved to its own channel. To continue getting ...
A golden era for opportunistic lending
17 Dec 2024
Contributed by Lukas
This episode is sponsored by Sculptor Capital Management The last 24 months have been a period of uncertainty and volatility in credit markets, with r...
Trump, fees on co-investments and how semi-liquids are affecting GP behaviour
10 Dec 2024
Contributed by Lukas
Private markets are becoming more accessible to non-institutional investors, as the rise in semi-liquid vehicles this year demonstrates. At the same t...
Aware Super's checklist for emerging managers
04 Dec 2024
Contributed by Lukas
Australian superannuation fund Aware Super opened its first overseas office in London last year and has wasted little time deploying capital. The fund...
Disruption Matters: Embarking on the next era of value creation
20 Nov 2024
Contributed by Lukas
The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can ...
Behind the numbers: Elevating transparency in private market valuations and benchmarking
29 Oct 2024
Contributed by Lukas
This episode is sponsored by Scientific Infra and Private Assets Abhishek Gupta and Tim Whittaker from Scientific Infra and Private Assets discuss the...
Top tips from female founders in alternatives
22 Oct 2024
Contributed by Lukas
Female founders continue to be underrepresented and underfunded. Women only accounted for 13.2 percent of all startups in 2023, according to data from...
Disruption Matters: Optimizing talent for this new era
17 Oct 2024
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for a third season, and this year, leading indust...
Can mentoring help close the private markets gender gap?
08 Oct 2024
Contributed by Lukas
Women are still underrepresented across private markets, while reaching senior positions remains particularly challenging. In light of this, we decide...
Disruption Matters: How tech supercharges today's roll-ups
02 Oct 2024
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast series is back for a third season, and this year, leading industry...
Identifying the office of the future
01 Oct 2024
Contributed by Lukas
Despite being plagued by headwinds including high interest rates, shrinking demand and declining property values since the start of the covid-19 pande...
Private credit lenders seize the moment in Europe
30 Sep 2024
Contributed by Lukas
This episode is sponsored by Arrow Global Private debt has enjoyed sustained success in recent years, with private credit firms stepping in to fill th...
SI Decade: is Asia-Pacific the most promising secondaries market?
23 Sep 2024
Contributed by Lukas
This episode is sponsored by Kirkland & Ellis, LGT Capital Partners and TPG NewQuest The Asia-Pacific secondaries market is one of the most fascin...
Disruption Matters: Managing the middle
18 Sep 2024
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for a third season, and this year, leading indust...
What stabilizing base rates mean for commercial real estate
09 Sep 2024
Contributed by Lukas
This episode is sponsored by Arrow Global Commercial real estate was heavily affected by rising interest rates throughout 2023. Many sectors of the as...
How to get into the SI 50: Inside our latest ranking of the biggest secondaries fundraisers
05 Sep 2024
Contributed by Lukas
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 p...
Carry tax increase in the UK: Anarchy for PE or a new reality?
04 Sep 2024
Contributed by Lukas
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 equ...
Navigating the Asian private credit opportunity
03 Sep 2024
Contributed by Lukas
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 bl...
Infrastructure debt: 'A critical part of the capital solution'
31 Jul 2024
Contributed by Lukas
This episode is sponsored by Barings and Nuveen Technological innovation is making everything more digital-dependent, and a looming climate catastrop...
Infrastructure firms look to accelerate the energy transition in Europe
24 Jul 2024
Contributed by Lukas
This episode is sponsored by Infravia Capital Partners and Vauban Infrastructure Partners Few would deny that investment in the energy transition is a...
NAV finance steps into the mainstream
15 Jul 2024
Contributed by Lukas
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 ...
SI Decade: Europe’s appeal and the evolution of specialisation
08 Jul 2024
Contributed by Lukas
This episode is sponsored by UBS Asset Management and Proskauer Rose The global secondaries market has grown from roughly $47 billion in 2014 to more ...
Disruption Matters: The future of due diligence
26 Jun 2024
Contributed by Lukas
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industr...
PEI's Future 40 on finding a niche in private equity
21 Jun 2024
Contributed by Lukas
The private equity industry is increasingly recognising the value of encouraging PE professionals to pursue more niche investing and operational strat...
Disruption Matters: The digital promise
12 Jun 2024
Contributed by Lukas
This series is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for season three: AI and the future of value creati...
Inside the latest PEI 300 of private equity's heaviest hitters
10 Jun 2024
Contributed by Lukas
The PEI 300 ranking of private equity's biggest fundraisers is becoming an even more exclusive club: this year, a manager needed to have raised at lea...
SI Decade: How the secondaries industry can empower women
03 Jun 2024
Contributed by Lukas
The private equity industry has been pushing for more gender equality among GPs, LPs and intermediaries over the past decade, and the trend is now tak...
SI Decade: Why specialised secondaries are poised for growth
29 May 2024
Contributed by Lukas
Specialised secondaries strategies are becoming an increasingly important part of the market. According to data complied by Secondaries Investor, 85 p...
Clean energy: More capital will come in 2024
23 May 2024
Contributed by Lukas
This episode is sponsored by Nuveen Infrastructure and NextEnergy Capital Clean energy is key to turning the world’s net-zero ambitions into a real...
SI Decade: The birth of programmatic secondaries sales
22 May 2024
Contributed by Lukas
Post-global financial crisis, many institutional investors were forced sellers, offloading private markets exposure at hefty discounts. More than a de...
The sustainable boom in private credit
16 May 2024
Contributed by Lukas
This episode is sponsored by the Credit Investments Group (CIG) Private credit has expanded exponentially in recent years, with most citing the contra...
SI Decade: Inside the biggest regulation changes to secondaries
13 May 2024
Contributed by Lukas
The US Securities and Exchange Commission’s recently passed rules relating to the GP-led secondaries market have put these deals squarely on LPs’ ...
SI Decade: Will the North American market’s dominance continue?
07 May 2024
Contributed by Lukas
This episode is sponsored by Ares Management, Dawson Partners and Proskauer Rose The North American secondaries market remains the deepest and most ac...
SI Decade: From frustration to longer holds with single-asset continuation vehicles
29 Apr 2024
Contributed by Lukas
Single-asset continuation funds have surged in popularity in recent years. While the technology isn't new, it took persistence from secondaries market...
SI Decade: Zombie funds to continuation vehicles
22 Apr 2024
Contributed by Lukas
What's in a name? The process of moving an asset or assets from an existing private markets fund into a separate structure has been happening for some...
Delivering flexible capital during difficult times
17 Apr 2024
Contributed by Lukas
This episode is sponsored by Blackstone Private credit has seen significant growth over the past year, with some of the largest asset managers increas...
PIMCO’s François Trausch on decarbonization, banks and ‘pretend and extend’
16 Apr 2024
Contributed by Lukas
On this episode, François Trausch, CEO and CIO of PIMCO Prime Real Estate, reflects on the behavior of the central banks, refinancing and the deman...
SI Decade: From financial crisis to secondaries sales
15 Apr 2024
Contributed by Lukas
A decade ago, in the aftermath of the global financial crisis, anxiety around unknowns was still rippling through financial markets, including within ...
Where banks' multifamily exposure is causing the most 'acute risk'
09 Apr 2024
Contributed by Lukas
In this episode, Brian Thies and Christopher Wolfe of Fitch Ratings speak with PERE Americas editor Miriam Hall about the outlook for multifamily real...
So you want to launch a new fund strategy?
03 Apr 2024
Contributed by Lukas
Specialisation in the private equity industry has become part and parcel of its growth, with almost half of the roughly $785 billion raised for privat...
Where electric vehicles meet infrastructure investing
02 Apr 2024
Contributed by Lukas
Across the globe, EVs are seeing an uptick in both usership and government support. They stand to deeply reshape power grids, so the infrastructure su...
The figures behind secondaries' second record year
26 Mar 2024
Contributed by Lukas
In this episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, Secondaries Investor's Madeleine Farma...
Navigating APAC's 'toughest-ever' fundraising environment
21 Feb 2024
Contributed by Lukas
It's no secret that raising Asia-Pacific private equity funds has become extremely difficult, with regulatory uncertainty, geopolitical tensions and s...
The impact of geopolitics on real estate returns
07 Feb 2024
Contributed by Lukas
For more, be sure to also check out PERE's February cover story "Private real estate’s collision course with geopolitics." Geopolitical tensions top...
How endowments and foundations can make the most of market volatility
05 Feb 2024
Contributed by Lukas
Endowments and foundations are some of the most consistent investors in private equity, and they often have some the highest allocations to the asset ...
Apollo’s Akila Grewal on the firm's strategic evolution
02 Feb 2024
Contributed by Lukas
Subscribe to the new Private Debt Investor Podcast wherever you like to listen, or click here: https://www.privatedebtinvestor.com/podcast PEI Group p...
ELFA's Sabrina Fox on the tussles that have shaped deal agreements
31 Jan 2024
Contributed by Lukas
Subscribe to the new Private Debt Investor Podcast wherever you like to listen, or click here: https://www.privatedebtinvestor.com/podcast PEI Group p...
Pemberton's Symon Drake-Brockman on the building of a pan-European GP
29 Jan 2024
Contributed by Lukas
Subscribe to the new Private Debt Investor Podcast wherever you like to listen, or click here: https://www.privatedebtinvestor.com/podcast PEI Group p...
Kartesia’s Julien Rigon on how LP pressure has shaped ESG
26 Jan 2024
Contributed by Lukas
Subscribe to the new Private Debt Investor Podcast wherever you like to listen, or click here: https://www.privatedebtinvestor.com/podcast PEI Group p...
LCM’s Paul Burdell on finding gaps in the private credit market
24 Jan 2024
Contributed by Lukas
Subscribe to the new Private Debt Investor Podcast wherever you like to listen, or click here: https://www.privatedebtinvestor.com/podcast PEI Group p...
Ares’ CEO Mike Arougheti on the huge potential for private debt’s future growth
22 Jan 2024
Contributed by Lukas
Subscribe to the new Private Debt Investor Podcast wherever you like to listen, or click here: https://www.privatedebtinvestor.com/podcast PEI Group p...
Infrastructure capital remains all in on climate agenda, despite global headwinds
18 Jan 2024
Contributed by Lukas
This episode is sponsored by Arcus Infrastructure Partners and Meridiam That the world is on the path to climate catastrophe, and that urgent action i...
How AI is transforming finance and accounting
08 Jan 2024
Contributed by Lukas
This episode is sponsored by Withum Artificial intelligence has become far more than just a buzzword in the realm of finance and accounting. In this e...
Ardian’s Colas on the potential for secondaries growth in 2024
02 Jan 2024
Contributed by Lukas
In this episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, Ardian's co-head of secondaries and pri...
Tracking LP perspectives on private equity
12 Dec 2023
Contributed by Lukas
The Private Equity International team delves into the findings of PEI’s annual survey of institutional investors to gauge how LP sentiment toward th...
Managing through cycles in the direct lending space
04 Dec 2023
Contributed by Lukas
Private debt as an asset class has seen unprecedented growth over the past decade, but macro headwinds are creating challenges for direct lenders, and...
Five controversial beliefs about the GP-led secondaries market
20 Nov 2023
Contributed by Lukas
Jeff Hammer, global co-head of secondaries at Manulife Investment Management, discusses issues from moral hazard in continuation funds to the ethics o...
Hurdle rates, fees and deal terms – how the PE market changed this year
14 Nov 2023
Contributed by Lukas
How has the private equity industry evolved this year amid a sustained rising interest rate and inflationary environment, fierce competition for LP ca...