Private Equity Spotlight
Episodes
Why the American Jobs Plan is an opportunity not to be missed
19 May 2021
Contributed by Lukas
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...
What to do with all the excess retail?
05 May 2021
Contributed by Lukas
Executives from Angelo Gordon, Nuveen Real Estate and Canada Life make the business case for their preferred alternative use for the property type.
Behind the latest PE and private debt fundraising numbers
28 Apr 2021
Contributed by Lukas
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 $...
How OMERS’ infrastructure portfolio bucked the trend in 2020
13 Apr 2021
Contributed by Lukas
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...
SPONSORED: How private equity can unlock value in technology
07 Apr 2021
Contributed by Lukas
Ryan Lanpher at Permira says partnering with strong management teams is the best way to capture value during these unprecedented times.
Inside KKR’s employee ownership initiative
01 Apr 2021
Contributed by Lukas
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 equi...
ESG-linked fund finance: Sustainability step-change or window-dressing?
29 Mar 2021
Contributed by Lukas
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 faciliti...
Why China’s policies are creating a funding gap
10 Mar 2021
Contributed by Lukas
Government actions are generating opportunities in a range of sectors. Celia Yan of BlackRock tells us where to look.
What does the refinancing wave mean for me?
26 Feb 2021
Contributed by Lukas
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 happe...
Real assets under Biden
28 Jan 2021
Contributed by Lukas
Senior reporters and editors from PERE, Infrastructure Investor and Agri Investor dig into the changes most likely to impact their respective asset cl...
How a Democrat-controlled US government could impact private equity
20 Jan 2021
Contributed by Lukas
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 po...
So you’re thinking of spinning out?
15 Dec 2020
Contributed by Lukas
Carlo Pirzio-Biroli, managing partner of Glendower Capital, shares his top tips on how to set up your own fund.
What's ahead for Australian commercial real estate lending?
07 Dec 2020
Contributed by Lukas
Some investors might shun commercial real estate debt because of the drastic changes that we have seen since the pandemic. Martin Lechner of Corecam a...
SPONSORED: Four auto trends ripe for PE investment
30 Nov 2020
Contributed by Lukas
MiddleGround Capital partners John Stewart and Scot Duncan say major supply chain disruptions are opening up opportunities for private equity managers...
In depth with Carlyle and TPG’s diversity and inclusion heads
10 Nov 2020
Contributed by Lukas
Kara Helander and Anna Edwin discuss how they are building diversity, equity and inclusion within their firms, and how the racial justice movement and...
Why one man left private equity to fight for racial justice
03 Nov 2020
Contributed by Lukas
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...
In depth with Hamilton Lane's Mario Giannini
20 Oct 2020
Contributed by Lukas
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 abo...
How VCs connect with co-workers and portfolio companies during the pandemic
24 Sep 2020
Contributed by Lukas
Sandeep Bhadra of Vertex Ventures US discusses how the firm has used White Claw drinks and cookies to maintain communications. He also says initial Zo...
Evercore's Nigel Dawn on the secondaries opportunities to come
09 Sep 2020
Contributed by Lukas
We catch up with investment bank Evercore's private capital advisory head, who discusses single-asset transactions, secondaries deals in the era of co...
How to value assets during covid-19
27 Aug 2020
Contributed by Lukas
Two valuation management firms share their strategies for assessing a property’s worth during a time of massive dislocation and uncertainty.
Rise of SPACs, demand for long holds and adjusting PE operations in the pandemic
13 Aug 2020
Contributed by Lukas
We discuss the factors driving well-known executives to form special purpose acquisition vehicles and take a look at how private equity portfolio comp...
Who will be the winners and losers in mid-market lending?
04 Aug 2020
Contributed by Lukas
Andrew Lockhart of Metrics Credit Partners and Kelly Morton of Skye Capital Advisory discuss what's happened to portfolio companies and deal pipelines...
Why this crisis is different than the last for private credit
27 Jul 2020
Contributed by Lukas
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 ...
Women and secondaries – a match made in heaven?
22 Jul 2020
Contributed by Lukas
We speak with three prominent female secondaries professionals – Kate Ashton, Martha Heitmann and Johanna Lottmann – and chair of industry body ...
Is coronavirus a blip on the agriculture forecast sheet?
21 Jul 2020
Contributed by Lukas
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 ...
The big hitters thinking of jumping ship
01 Jul 2020
Contributed by Lukas
Some experienced investment professionals are seeing their funds take a hit from the pandemic and are considering moving to new pastures. This is one ...
Three months of lockdown – how are LPs and GPs adapting?
23 Jun 2020
Contributed by Lukas
Our senior editors discuss the findings of our latest surveys looking at how private equity investors and their managers are doing business during the...
What you need to know about the fundraising pioneers of 2020
01 Jun 2020
Contributed by Lukas
What are 'dislocation' funds all about and what are the implications for LPs? Tavneet Bakshi of FirstAvenue, Trevor Castledine of bfinance and Jessica...
How sunny is the outlook for renewables amid covid-19?
12 May 2020
Contributed by Lukas
The long-term health of the sector is positive if it can navigate its short-term challenges, according to industry experts Richard Nourse of Greencoa...
Why the future of private real estate is digital
04 May 2020
Contributed by Lukas
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...
Which private asset classes are experiencing a boom in dealflow?
24 Apr 2020
Contributed by Lukas
Distressed debt and special sits, food production, healthcare and certain VC strategies have received growing attention as a result of the coronavirus...
What midstream risks are you not taking?
16 Apr 2020
Contributed by Lukas
As low demand and commodity price volatility roils the energy sector, BlackRock's Mark Florian talks with Infrastructure Investor's Jordan Stutts abou...
LP defaults, force majeure and over-collateralisation amid covid-19
07 Apr 2020
Contributed by Lukas
Our senior editorial teams covering PE, private debt, infrastructure, real estate and secondaries discuss the latest in how private markets are resp...
Pulled deals, chaotic fundraisings, skittish LPs: The corona effect
25 Mar 2020
Contributed by Lukas
Across the private equity industry, the impacts of the pandemic-spurred economic downturn are being felt in dealmaking, which has slowed or paused fun...
How covid-19 is hitting private markets
20 Mar 2020
Contributed by Lukas
Are private asset classes better positioned to weather the crisis? Our senior editorial teams covering PE, private debt, infrastructure, real estate a...
When and how to build an in-house IR team
10 Mar 2020
Contributed by Lukas
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...
Why real estate investors do not love today's low interest rates
02 Mar 2020
Contributed by Lukas
Institutional capital is worried about the long-term impacts of 'a global stage that we've never seen before.' Anthony Breault of Oregon State Treasur...
How the secondaries sellside is dealing with a generational crisis
25 Feb 2020
Contributed by Lukas
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 i...
Operating partners share their horror stories
03 Feb 2020
Contributed by Lukas
Executives from EQT, Permira, The Riverside Company and NewQuest Capital Partners share some of the lessons they've learned, as well as what operating...
Why your next deal sourcing avenue may not have funds
18 Dec 2019
Contributed by Lukas
Independent sponsors, once known as fundless sponsors, have proliferated in recent years as they shed a reputation for inability to deliver, and have ...
Fiduciary duty has 'been going in the wrong direction'
30 Oct 2019
Contributed by Lukas
ILPA senior policy counsel Chris Hayes discusses the organization's new model limited partnership agreement, including how it seeks to restore fiducia...
CalSTRS on becoming 'the partner of choice'
30 Sep 2019
Contributed by Lukas
California State Teachers' Retirement System deputy CIO Scott Chan and head of real estate Mike DiRe dive into the pension’s new investment strategy...
How to tackle your cybersecurity issues
24 Sep 2019
Contributed by Lukas
Agio founder and CEO Bart McDonough discusses strengthening the GP-LP bond, beginning cybersecurity integration at the C-suite, and the need for firms...
Why co-investments are in the best interest of GPs and LPs
11 Sep 2019
Contributed by Lukas
The strategy brings investors reduced fees and managers can write large cheques. Industry practitioners from The Carlyle Group, Cambridge Associates a...
SEC aims to level playing field for retail investors
12 Aug 2019
Contributed by Lukas
The Securities and Exchange Commission's concept release on the harmonization of securities offering exemptions could prelude more Main Street access ...
How PE firms can recruit a diverse investment team
31 Jul 2019
Contributed by Lukas
Veteran headhunter in the private equity space Will Moynahan discusses how general partners can promote diversity and inclusion in their recruitment p...
Rise of the chief information officer
01 Jul 2019
Contributed by Lukas
Carlyle’s Georgette Kiser discusses the increasingly important and challenging role and why every firm is having to become a data and technology com...
Capitalizing on automation
26 Jun 2019
Contributed by Lukas
Anubhav Saxena discusses how firms can utilize new technologies to accelerate equity value creation in portfolio companies and build digital workforce...
Everything you wanted to know about preferred equity
24 Jun 2019
Contributed by Lukas
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 spe...
Top 10 litigation risks facing PE firms today
24 Jun 2019
Contributed by Lukas
Proskauer’s Josh Newville and Tim Mungovan talk through the key legal risks facing private equity in 2019.
What’s in your fund fee documents?
20 Jun 2019
Contributed by Lukas
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 priv...
How Germany has become a 'battleground'
14 Jun 2019
Contributed by Lukas
Hans-Jorg Baumann, Alexander Bode and Boerge Grauel discuss competition, supply and demand, bank domination and LP allocation priorities at the PDI Ge...
Leapfrog’s CEO on separating the impact investing wheat from the chaff
30 May 2019
Contributed by Lukas
Fresh from raising a $700m fund in May, Leapfrog Investments’ founder and CEO Andy Kuper talks to Toby Mitchenall about how impact investing will ev...
How to avoid pitfalls in stapled deals
13 May 2019
Contributed by Lukas
Blue chip managers are using stapled secondaries deals to boost fundraising and provide liquidity to LPs. In this episode, lawyers from Proskauer, Deb...
Gazing into the future: 5 tips for long-term investors
09 Apr 2019
Contributed by Lukas
Wired contributing editor and futurist Ben Hammersley explains how to deal with exponential growth, discusses the needs created by new technology and ...
BC Partners on moving from PE into credit and real estate
04 Mar 2019
Contributed by Lukas
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 thi...
Is this the most dangerous man in private equity?
11 Feb 2019
Contributed by Lukas
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 thre...
Riverside on the GFC's 'difficult blessing'
08 Jan 2019
Contributed by Lukas
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....
Why investors should look beyond the headlines in emerging markets
14 Dec 2018
Contributed by Lukas
Albright Capital’s Gregory Bowes discusses why improvements in creditor rights and bankruptcy codes in emerging markets mean investors needn’t be ...
Highway to the opportunity zone
10 Dec 2018
Contributed by Lukas
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 amo...
Why the ‘triple whammy’ of issues impeding Chinese investments into US is here to stay
06 Dec 2018
Contributed by Lukas
From capital controls and CFIUS to the intensifying trade war, Chinese investors trying to invest in the US are encountering many hurdles. David Blume...
Where are hurdle rates trending?
30 Nov 2018
Contributed by Lukas
With managers increasingly putting pressure on LPs to enter the carry early, Threadmark partner Patricia Wilkinson and PEI senior editors Bruno Alves,...
The smartest ways for debt firms to use technology
30 Nov 2018
Contributed by Lukas
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 t...
Why GP-led secondaries is the next big thing in private equity
30 Nov 2018
Contributed by Lukas
From stapled deals to restructurings, tender offers to strip sales, Andrew Sealey, managing partner and chief executive of Campbell Lutyens, discusses...