Private Equity Spotlight
Episodes
Disruption Matters: Unlocking the power of stakeholder-driven exits
08 Nov 2023
Contributed by Lukas
In this fifth and final episode of season two of the Disruption Matters special miniseries, we explore the complex relationships in private equity, em...
Behind Q1-Q3’s best-ever secondaries fundraising figures
01 Nov 2023
Contributed by Lukas
Secondaries funds investing in private equity opportunities that held their final close between January and the end of September raised $67.69 billion...
Disruption Matters: Delivering growth against the odds
25 Oct 2023
Contributed by Lukas
In this fourth episode of season two of the Disruption Matters special miniseries, we delve into the complex interplay between digital transformation ...
Why direct lending will keep growing
16 Oct 2023
Contributed by Lukas
Deals are getting larger, and those providing the loans are becoming more trusted and sophisticated. Craig Packer of Blue Owl Capital thinks these are...
Disruption Matters: Mastering the diplomacy of value creation
11 Oct 2023
Contributed by Lukas
In this third episode of season two of the Disruption Matters special miniseries, the focus turns to communication and leadership resilience. Guests s...
Disruption Matters: Setting a deal up for success in the first 100 days
27 Sep 2023
Contributed by Lukas
In this second episode of season two of the Disruption Matters special miniseries, we focus on the importance of the first 100 days after acquisition ...
Why managers with dry powder need to reconsider how they find opportunities
18 Sep 2023
Contributed by Lukas
In Europe and around the world, rising interest rates and falling valuations are impacting many commercial property sectors still reeling from the aft...
Disruption Matters: Closing deals in a turbulent market
13 Sep 2023
Contributed by Lukas
The Disruption Matters special podcast miniseries is back for season two, where leading industry experts will dissect the seismic shifts rattling the ...
Why sustainable investing is not a luxury
11 Sep 2023
Contributed by Lukas
Glennmont Partners’ CEO Joost Bergsma and Actis's head of sustainability Shami Nissan discuss how their firms approach sustainability – in theory ...
The changing state of digital infrastructure
08 Sep 2023
Contributed by Lukas
Even post-covid, demand for data centres, fibre and towers continues to grow. Palistar’s Omar Jaffrey and Eurazeo’s Laurent Chatelin discuss how c...
Strategic Partners’ Perry on the state of the market and career lessons learned
01 Sep 2023
Contributed by Lukas
In this latest episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, the spotlight is on our yearly r...
Overcoming TCFD’s data collection challenges
31 Aug 2023
Contributed by Lukas
Standardisation and comparability are key to making climate data meaningful. EDHEC’s Abhishek Gupta and Nishtha Manocha discuss the hurdles this pre...
Investing in the energy transition using a non-specific mandate
14 Aug 2023
Contributed by Lukas
There is no escaping the energy transition, and no GP should want to. Embracing it is key to keeping portfolios relevant and adding value. Guillaume F...
The Women of Influence reflect on the past decade in private markets
02 Aug 2023
Contributed by Lukas
Guests from PEI Group's 2023 list of influential women in alternatives look back on the past 10 years in the industry and analyse the current challeng...
Energy storage goes beyond lithium-ion
17 Jul 2023
Contributed by Lukas
In the energy world, storage has somehow become synonymous with the lithium-ion battery. But what other opportunities are out there for investors? Six...
How automation is revolutionising regulatory compliance
05 Jul 2023
Contributed by Lukas
Digital transformation is reshaping the private markets, making burdensome compliance tasks manageable and streamlining business processes, says Worki...
Leadership lessons from the Women of Influence
03 Jul 2023
Contributed by Lukas
Guests from PEI Group’s 2023 list of influential women in private markets discuss what it's like to hold senior leadership positions, and offer advi...
Which advisers stood out from the crowd?
30 Jun 2023
Contributed by Lukas
In this episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, senior reporter Madeleine Farman and se...
PEI’s Future 40 share top tips for finding success
14 Jun 2023
Contributed by Lukas
Warburg Pincus’s Lauren Zletz, Neuberger Berman’s Sandeep Mirani and Hamilton Lane’s Nina Kraus share their career stories and advice on breakin...
How private equity is pivoting amid macro disruption
04 Jun 2023
Contributed by Lukas
EY’s Bridget Walsh explains how GPs are refining their value-creation strategies and repositioning themselves towards emerging opportunities in a di...
The world’s largest private equity fundraisers
01 Jun 2023
Contributed by Lukas
PEI’s global editorial team comes together to discuss how a perennial heavyweight reclaimed the top spot after sliding last year, and other results ...
How millennial values are shaping ESG decision making
22 May 2023
Contributed by Lukas
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...
Ardian’s Stéphanie Bensimon on how to reposition assets to create opportunities
11 May 2023
Contributed by Lukas
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...
M&G Real Estate’s Tony Brown: ‘This could be the best vintage since 2010’ for value-add
11 May 2023
Contributed by Lukas
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 v...
CBRE IM’s Paul Gibson: Firms must provide a ‘pathway’ on DE&I
10 May 2023
Contributed by Lukas
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 ...
Why it’s a ‘Goldilocks’ moment for alternative credit lenders
10 May 2023
Contributed by Lukas
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 neve...
15 minutes with Nathalie Palladitcheff
09 May 2023
Contributed by Lukas
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 ...
Apollo’s Boris Olujic: ‘Investors need to recalibrate’ to have an impact
09 May 2023
Contributed by Lukas
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 th...
Sharpening borders: How domicile boundaries are shifting for the private funds industry
09 May 2023
Contributed by Lukas
Jersey Finance head of funds Elliot Refson and lead in the Americas Philip Pirecki discuss how regulatory developments are impacting fund domiciliatio...
What’s making the GP-led market tick
26 Apr 2023
Contributed by Lukas
Presenting the second instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the faste...
Where private debt opportunity lies today
19 Apr 2023
Contributed by Lukas
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 strategie...
How lending to the industrial outdoor storage sector is evolving
17 Apr 2023
Contributed by Lukas
Invesco's Charlie Rose talks about why the niche is drawing more attention in the current market.
Exploring the private real estate debt fund ‘ecosystem’
27 Mar 2023
Contributed by Lukas
Institutional appetite for private funds offering access to commercial property credit markets is only increasing. But, in this special episode sponso...
Female empowerment and intersectionality in PE
08 Mar 2023
Contributed by Lukas
For the third instalment of our On the Minds of Millennials miniseries, Blackstone's Devin Glenn and Investcorp's Jordana Semaan discuss the challenge...
How to identify a renewables asset
06 Mar 2023
Contributed by Lukas
Energy transition investment has significantly evolved over the last 15 years, so what should investors take into consideration when deploying in the ...
What LPs and GPs look at to make sense of the higher-rate environment
23 Feb 2023
Contributed by Lukas
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 profes...
How the secondaries market fared in 2022
08 Feb 2023
Contributed by Lukas
Presenting the first instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastes...
Dechert’s PE co-head on the biggest trends in the industry
02 Feb 2023
Contributed by Lukas
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 a...
How PE is navigating interest rate rises globally
26 Jan 2023
Contributed by Lukas
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 ris...
Driving LGBTQ+ inclusion in private equity
12 Jan 2023
Contributed by Lukas
In this second episode of our On the Minds of Millennials miniseries, Advent International’s Christina Drakos and KKR’s Brandon Donnenfeld discuss...
Who’s investing in infratech?
10 Jan 2023
Contributed by Lukas
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...
The window of opportunity for private credit
05 Jan 2023
Contributed by Lukas
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....
Jeremy Coller and Nigel Dawn on the future of the secondaries market
20 Dec 2022
Contributed by Lukas
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 i...
LPs rethink role of private equity in portfolios amid higher-rate era
15 Dec 2022
Contributed by Lukas
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 ...
Managing risk in a risk-off European residential real estate market
13 Dec 2022
Contributed by Lukas
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...
How PE pros are handling higher interest rates and the slowdown in dealmaking
07 Dec 2022
Contributed by Lukas
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 ...
Can controlled environment agriculture really feed the world?
01 Dec 2022
Contributed by Lukas
High-tech greenhouse and vertical farming start-ups all believe they can sustainably contribute to feeding the world while making a profit. Their fund...
How domiciling in Jersey can help US managers targeting European capital
21 Nov 2022
Contributed by Lukas
In this special episode, sponsored by Jersey Finance, head of funds Elliot Refson and lead in the Americas Philip Pirecki discuss how the offshore jur...
The unprecedented uncertainty of energy transition investing
16 Nov 2022
Contributed by Lukas
Stan Miranda, founder of Partners Capital, talks to Toby Mitchenall about how private markets investors should think about uncertainty when investing ...
Disruption Matters: Planning for the unknown
03 Nov 2022
Contributed by Lukas
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 AlixPar...
The allure of infrastructure secondaries
19 Oct 2022
Contributed by Lukas
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 an...
On the minds of millennials: Prioritising mental health
12 Oct 2022
Contributed by Lukas
Motive Partners’ Sam Tidswell-Norrish and Schroders Capital’s Tanja Lukas look at how the PE industry is advancing the mental health conversation ...
What does employee ownership mean for investors’ returns?
05 Oct 2022
Contributed by Lukas
PEI senior editor Adam Le and senior reporter Carmela Mendoza discuss how private equity firms sharing equity with an entire workforce can create upsi...
Disruption Matters: Reimagining the workforce
03 Oct 2022
Contributed by Lukas
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 Mat...
Disruption Matters: Digitizing with a purpose
21 Sep 2022
Contributed by Lukas
Massive spend is targeting digital transformation, but is it really creating value? Find out in the latest episode of our Disruption Matters miniserie...
Disruption Matters: Outmaneuvering cyber threats
06 Sep 2022
Contributed by Lukas
The cybersecurity threat landscape is constantly shifting. In this third episode of our miniseries sponsored by AlixPartners, learn how PE operators a...
Fuel for thought – what energy security means for the transition
02 Sep 2022
Contributed by Lukas
In this special episode, sponsored by Schroders Capital, Richard Nourse and Karin Kaiser of Greencoat Capital discuss how the war in Ukraine and the e...
Carbon capture – a market in the making
30 Aug 2022
Contributed by Lukas
Carbon capture and sequestration has made it into many headlines, but few investor portfolios. Infrastructure Investor speaks with Partners Group’s ...
Disruption Matters: Acting local, staying global amid operational and financial disruption
24 Aug 2022
Contributed by Lukas
In the second episode of this miniseries, sponsored by AlixPartners, PE leaders share how they’re weathering operational and financial challenges. ...
Disruption Matters: Plotting a surefooted path in a disrupted world
17 Aug 2022
Contributed by Lukas
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 c...
Introducing ’Disruption Matters’
15 Aug 2022
Contributed by Lukas
Private Equity International is proud to present our first-ever serialized podcast, sponsored by AlixPartners. The five-part miniseries is focused on ...
Four steps to cut through greenwash
09 Aug 2022
Contributed by Lukas
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 impa...
The European debt opportunity
04 Aug 2022
Contributed by Lukas
In this special episode of Spotlight, sponsored by Arrow Global, CEO Zach Lewy tells PDI editor Andy Thomson why a local approach offers unique advant...
How to break into private markets
21 Jul 2022
Contributed by Lukas
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 ...
How to break into private equity
11 Jul 2022
Contributed by Lukas
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 Ak...
How to break into private debt
05 Jul 2022
Contributed by Lukas
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 Fer...
How to break into venture capital
01 Jul 2022
Contributed by Lukas
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 s...
How the SEC is already probing ESG claims
28 Jun 2022
Contributed by Lukas
'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 m...
Ex-Apollo insider spills the beans on private equity’s inner workings
13 Jun 2022
Contributed by Lukas
Sachin Khajuria, a former partner at Apollo Global Management, discusses his book Two and Twenty: How the Masters of Private Equity Always Win, and wh...
‘We continue to build infra for a planet that no longer exists’
13 Jun 2022
Contributed by Lukas
Bill Green, founder of Climate Adaptive Infrastructure, explains how investors are mispricing climate risk and what needs to change.
Inside this year’s record-breaking PEI 300 ranking
07 Jun 2022
Contributed by Lukas
PEI’s editorial team discusses how the feverish fundraising environment has contributed to the record $2.6trn raised by the world's biggest private ...
PEI Future 40 fundraisers on what’s next for private equity
26 May 2022
Contributed by Lukas
Fundraising rising stars from Verdane, Development Partners International and Rede Partners discuss the future of the market.
Farmland Partners’ ‘short and distort’ public markets nightmare
18 May 2022
Contributed by Lukas
Founder Paul Pittman discusses a defamatory attack on Farmland’s stock, as well as his firm’s forays into private farmland markets.
The quest for ‘green’ data centres
31 Mar 2022
Contributed by Lukas
Infrastructure Investor sits down with Jennifer Gandin of CIM Group and Quinbrook co-founder David Scaysbrook to explore how private markets can work ...
Private funds’ year of living dangerously
03 Mar 2022
Contributed by Lukas
The industry is staring down a portentous, menacing road of new regulations.
Natural gas caught in the Russia-Ukraine crossfire
17 Feb 2022
Contributed by Lukas
Infrastructure Investor uses internal data, alongside commentary from energy experts Andrey Konoplyanik, Christof Ruhl and Jonathan Stern, to discuss ...
What investors think of manager changes
10 Feb 2022
Contributed by Lukas
Executives from Allianz Real Estate and The Townsend Group share the pros and cons related to the ongoing evolution of the private real estate industr...
Pantheon on the ’silver lining’ of hiring in a pandemic
02 Feb 2022
Contributed by Lukas
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.
How natural gas can pave the way to net zero
13 Jan 2022
Contributed by Lukas
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 ...
BlackRock excited by the investment ’white space’ of the energy transition
10 Jan 2022
Contributed by Lukas
Edwin Conway, senior managing director and global head of BlackRock Alternative Investors, talks to New Private Markets about the 'tremendous capital ...
Ajit Pai on the infrastructure bill’s broadband boom
21 Dec 2021
Contributed by Lukas
The Searchlight Capital partner and former FCC chairman believes there could be plenty of opportunity for the private sector in the $65bn funding.
Four trailblazers on the future of ESG-linked credit
14 Dec 2021
Contributed by Lukas
Carlyle, EQT, Infrared and BPEA give their predictions for the sustainability-linked loan market in 2022.
What ever happened to opportunity zones?
27 Oct 2021
Contributed by Lukas
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...
EisnerAmper‘s CEO on a possible ‘sea change‘ for the accounting industry
18 Oct 2021
Contributed by Lukas
Charly Weinstein discusses the accounting firm's recent deal with TowerBrook, and how the business's new 'alternative practice structure' could shake ...
Is now the time to sell a portfolio?
13 Oct 2021
Contributed by Lukas
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 Cus...
How private debt has weathered the uncertainty around inflation
04 Oct 2021
Contributed by Lukas
The economic bounce-back from covid came quickly, says Randy Schwimmer of Churchill Asset Management, which caused inflation to be on everyone's minds...
SoftBank on foodtech: ‘Scale, scale, scale’
30 Sep 2021
Contributed by Lukas
Investment director Angela Du says covid added urgency to the need to build supply chains for alternative proteins and cultured meat.
IFM on infra debt’s success and the challenges ahead
28 Sep 2021
Contributed by Lukas
Matthew Wade, IFM’s executive director for debt investments, explains approaches LPs are taking to the sector.
Should you build your portfolio on secondaries?
21 Sep 2021
Contributed by Lukas
Academic Cyril Demaria and Greenhill's Bernhard Engelien debate the role of secondaries in portfolio construction and what LPs should bear in mind.
Can we cure the cyber-crime epidemic?
19 Aug 2021
Contributed by Lukas
Hugh Thomson, managing partner at Crosspoint Capital, discusses the recently issued Executive Cybersecurity Order and its potential influence on B2B a...
How inflationary pressures are likely to play out in private equity
09 Aug 2021
Contributed by Lukas
Nicholas Brooks, head of economic and investment research at ICG, discusses the biggest things GPs should be concerned about in an era of inflation an...
The poor are 'profoundly absent' in impact investing conversations
29 Jul 2021
Contributed by Lukas
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...
Former top SEC examiner names biggest risks to PE
27 Jul 2021
Contributed by Lukas
Firms should focus beyond the Commission's 'hot topic' compliance issues and understand their own individual vulnerabilities.
How covid halted strategic sophistication
20 Jul 2021
Contributed by Lukas
Having paused, investors will once again begin expanding into more adventurous areas, says William Nicol of M&G.
Is action living up to the rhetoric on gender diversity?
13 Jul 2021
Contributed by Lukas
Journalists across the PEI stable share their insights on an issue that has become top of mind for private fund managers and investors.
Is it finally time for asset recycling in the US?
08 Jul 2021
Contributed by Lukas
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...
True Ventures talks scouting diverse talent and what a ‘VP of culture’ does
29 Jun 2021
Contributed by Lukas
Co-founder Phil Black describes how the VC firm tracks diversity metrics and works with founders to grow inclusive teams.
Where did all the distressed money go?
22 Jun 2021
Contributed by Lukas
Large amounts of capital have been raised for distressed strategies in private debt and real estate, but thanks to government support schemes, finding...
SPONSORED: The democratisation of private markets is under way
14 Jun 2021
Contributed by Lukas
Regulators and fund managers are adapting to accommodate greater retail investor participation in private markets, say SEI's Ross Ellis and ANZU Resea...
Why NextEnergy launched the world's first international solar fund
01 Jun 2021
Contributed by Lukas
Founding partner and chief executive Michael Bonte-Friedheim explains why the UK-based firm created NextPower III, the only dedicated international so...