Spotlight: A PEI podcast

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The Menendez Brothers | Five-Year Plan | 1 43:56

1 year temu43:56

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On August 20th, 1989, Lyle and Erik Menendez shot and killed their own parents. Until then, this Beverly Hills family had been a portrait of the American Dream. How did it go so wrong? To listen to all four episodes of 'The Menendez Brothers' right now and ad-free, go to IntoHistory.com . Subscribers enjoy uninterrupted listening, early releases, bonus content and more, only available at IntoHistory.com . If you or someone you know is in crisis, there is free help available at mhanational.org Learn more about your ad choices. Visit megaphone.fm/adchoices…

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.

228 odcinków

#Trading #Business #PEI

Spotlight: A PEI Podcast

updated 3 dni temu

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Źródło serii•Feed

Deep dives into the world of private equity investing with authoritative interviews from all corners of the industry.

228 odcinków

#Trading #Business #PEI

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Spotlight: A PEI Podcast

1
Inside the semi-liquid fund boom 10:10

3 dni temu10:10

10:10

No development has impacted the private equity market over the past year like the rise of semi-liquid and evergreen funds. Semi-liquid/evergreen funds are similar to mutual funds in that investors can buy in one day, sell another day and access a seeded portfolio from the moment capital is invested. GPs seemed to launch some kind of semi-liquid fund on a weekly basis last year, with ICG , Pantheon , Coller Capital and Ardian being examples of firms that launched or said they would launch such vehicles last year. In this episode, we sit down with Richard Hope, co-head of investments at global asset manager Hamilton Lane , to discuss semi-liquid funds and why they're one of the hottest topics in private markets.…

Spotlight: A PEI Podcast

1
The energy transition’s next era 24:36

5 dni temu24:36

24:36

This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs from the incoming Trump Administration. Distributed energy and behind-the-meter power generation are promising, but there are persistent structural obstacles, especially around microgrids. Meanwhile, AI projects require more and more energy while so many grids are already struggling to meet current needs. So what does this mean for energy investors today? Will the Trump Administration curb progress on renewables in favour of fossil fuels, or will energy demands boost every alternative available? Where are the opportunities worth pursuing and what technologies are living up to their promise? In this episode, we’ll discuss these questions and more with Don Dimitrievich, the senior managing director and portfolio manager for energy infrastructure credit at Nuveen, and David Scaysbrook, a co-founder and managing partner of Quinbrook Infrastructure Partners. This episode first appeared on The Infrastructure Investor Podcast on 9 January 2025…

Spotlight: A PEI Podcast

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Secrets to raising a first-time fund in 2025 19:19

12 dni temu19:19

19:19

What does it take for new teams – first-time GPs and spin-out GPs – to succeed in today’s environment? That's a question we put to Warren Hibbert, founder and managing partner at Asante Capital , a placement agent and advisory firm. Asante has raised capital for firms including GRO Capital, eevolve, Maguar Capital Partners and Artá Capital. The firm was the second-most active placement agent for private equity emerging manager capital-raising in Private Equity International 's Placement Agent Ranking 2024 , having helped sponsors raise $2.21 billion in capital over the relevant period. In this episode, Hibbert discusses how to set a target for a first-time fund, why track record and team cohesion are critical, and why emerging managers in today's environment need to hold a one-and-done final close.…

Spotlight: A PEI Podcast

1
NZ Super on why a total portfolio approach can both help and hinder PE portfolios 24:41

18 dni temu24:41

24:41

California Public Employees' Retirement System , the US's largest public pension, last year introduced to its board a radically different method of investing: the total portfolio approach. TPA has already been adopted by multiple sovereign investors around the world, including Australia's Future Fund and the New Zealand Superannuation Fund . In this episode, PEI Group Hong Kong bureau chief Alex Lynn sits down with Doug Bell, investment strategy director at NZ Super, to discuss the benefits and disadvantages of TPAs when constructing a private equity portfolio capable of delivering long-term results. NZ Super has NZ$80.4 billion ($46 billion; €44 billion) in assets under management and is now led by two new co-CIOs . It began the process of rebuilding its buyouts portfolio from scratch this year.…

Spotlight: A PEI Podcast

1
The ‘good boring’ approach to private credit 21:50

4 weeks temu21:50

21:50

This episode is sponsored by Golub Capital Private credit has enjoyed massive growth for more than a decade, but there are real questions about what happens when conditions are less favourable. How can lenders that launched during the good times continue to succeed when the market changes? David Golub of Golub Capital knows from experience. Golub Capital was founded 30 years ago and has performed well in all kinds of market conditions. One of Golub Capital’s strengths involves a ’good boring’ approach, which aims to minimise the excitement of market swings and focus on delivering consistently for its stakeholders. In this episode, David discusses Golub Capital's founding and its evolution through the financial crisis and the pandemic. We'll look at how cultivating close, long-term relationships with sponsors can improve every stage of the deal process, and why remaining focused on companies in resilient sectors where the firm has deep expertise has helped Golub Capital remain consistent, even in times of ‘bad interesting’.…

Spotlight: A PEI Podcast

1
Is America’s energy transition safe in Trump’s hands? 21:34

9 weeks temu21:34

21:34

This episode is sponsored by Nuveen and Igneo Infrastructure Partners With the American electorate recently handing the White House back to Donald Trump, it seems like an opportune time to unpack what it could all mean for the infrastructure asset class – in particular, the US commitment to renewables and the energy transition. Trump is, after all, the man who previously removed the world’s largest economy from the Paris Climate Accord and has since sounded less than supportive of President Biden’s initiatives to stimulate the economy and create jobs through a series of infra-led federal legislation. So, is the Inflation Reduction Act in danger of being repealed? Does global capital have cause to be jittery? Or is the case for renewables infrastructure now simply too strong for even a sceptical Trump-led administration to deny. Helping us to address these questions and concerns are John Ma, a partner and co-head of Igneo Infrastructure Partners ’ North America team, and Don Dimitrievich, the senior managing director and portfolio manager for energy infrastructure credit at Nuveen .…

Spotlight: A PEI Podcast

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Peeling back the onion on secondaries in 2024 – literally 43:06

10 weeks temu43:06

43:06

Please enjoy this crossover episode from Secondaries Investor's Second Thoughts podcast, which recently moved to its own channel. To continue getting new episodes, subscribe at secondariesinvestor.com/podcast or search for Secondaries Investor's Second Thoughts wherever you like to listen. It's common to peel back the onion on key events and trends seen across financial markets. As the secondaries market heads for what is predicted to be a record-setting year for volume, we decided to practice the phrase quite literally. Madeleine Farman, senior reporter and host of the Second Thoughts , and senior editor Adam Le are joined by Carlo Pirzio-Biroli, head of CVC Secondary Partners , and Ted Cardos, co-head of Kirkland & Ellis 's European liquidity solutions team, with the group letting a basket of onions decide the talking points. Pirzio-Biroli and Cardos discuss key wins, disappointments and developments over the course of 2024 and what the next 12 months could bring for the secondaries market.…

Spotlight: A PEI Podcast

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A golden era for opportunistic lending 24:54

12 weeks temu24:54

24:54

This episode is sponsored by Sculptor Capital Management The last 24 months have been a period of uncertainty and volatility in credit markets, with rising inflation and higher interest rates putting borrower capital structures under pressure and making it difficult for lenders to price risk. These headwinds have proven challenging for mainstream lenders. But for opportunistic credit investors, it has provided a window to unlock attractive risk-adjusted returns in situations that are obscured by complexity. In this episode, we sit down with Jimmy Levin, the chief investment officer of Sculptor Capital, a global alternative investment manager with more than $20 billion of credit assets under management across corporate, asset based and real estate credit. He discusses the opportunistic credit investment opportunity set, reflects on how it’s reshaping old thinking about the credit default cycle, and explores other strategies – notably, asset based finance – that benefit opportunistic lenders who can operate free of constraints.…

Spotlight: A PEI Podcast

1
Trump, fees on co-investments and how semi-liquids are affecting GP behaviour 31:20

13 weeks temu31:20

31:20

Private markets are becoming more accessible to non-institutional investors, as the rise in semi-liquid vehicles this year demonstrates. At the same time, the industry is facing certain potential headwinds or tailwinds, depending on which region you're based in, as law firm Dechert 's 2025 Global Private Equity Outlook survey has found. In this episode, partners Sabina Comis and Chris Field sit down with Private Equity International senior editor Adam Le to discuss the results of the law firm's latest survey, which examines these issues and more. In this podcast, Comis and Field also discuss: The expected impact of the US election on PE portfolios Regulatory scrutiny Fee structuring, including on co-investments Secondaries transaction activity and deal volume For more private markets insights, check out privateequityinternational.com…

Spotlight: A PEI Podcast

1
Aware Super's checklist for emerging managers 21:05

14 weeks temu21:05

21:05

Australian superannuation fund Aware Super opened its first overseas office in London last year and has wasted little time deploying capital. The fund, which manages A$170 billion ($110 billion; €105 billion) on behalf of predominantly nurses and teachers in Australia, quickly set on a plan to invest £5 billion ($6.3 billion; €6 billion) in the UK. It is almost halfway through that plan and most recently invested $370 million to acquire a stake in renewable energy group Octopus Energy. In this episode, senior editor Adam Le sits down with Damien Webb, deputy chief investment officer and head of international, to discuss what the superfund looks for when it backs emerging managers (spoiler alert: it's more than just track record). Webb also discusses how the fund invests in both funds and directs, its outlook on UK investments and how it plans to deploy more capital into secondaries.…

Spotlight: A PEI Podcast

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Disruption Matters: Embarking on the next era of value creation 29:12

16 weeks temu29:12

29:12

The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In the sixth and final episode of this season, we delve into how best to begin creating value using AI and other cutting-edge technology. It's no surprise that picking the right priorities is key, but so is staffing and senior management buy-in. With so many service providers, systems and apps in the market making so many promises, it's hard to imagine where to begin the process. While every GP and every portfolio company has unique needs and challenges, we offer the first principles that should guide listeners, no matter the size or strategy of the firm. Guests include Matt Katz, global head of data science at Blackstone; Chris Satchell, managing director of tech and digital at Clayton, Dubilier and Rice; Raj Kushwaha, co-head of value creation and chief digital officer at Warburg Pincus; Misha Logvinov, a managing director at MGX; Tim Kiely, operating principal at BayPine; Hoyoung Pak, global co-lead of the AI & Data Practice Group at AlixPartners; and Jason McDannold, Americas co-lead, Private Equity, at AlixPartners.…

Spotlight: A PEI Podcast

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Behind the numbers: Elevating transparency in private market valuations and benchmarking 27:07

19 weeks temu27:07

27:07

This episode is sponsored by Scientific Infra and Private Assets Abhishek Gupta and Tim Whittaker from Scientific Infra and Private Assets discuss the growing demand within private markets for accurate and robust data. They explore solutions that can address these needs, ultimately providing the private markets with comprehensive, high-quality valuations and reliable benchmarks.…

Spotlight: A PEI Podcast

1
Top tips from female founders in alternatives 21:50

20 weeks temu21:50

21:50

Female founders continue to be underrepresented and underfunded. Women only accounted for 13.2 percent of all startups in 2023, according to data from software company Carta. This was down from 15.1 percent in 2022. So, it is safe to say progress has been slow. However, in private markets, there are positive signs that the number of women founding firms and raising capital is increasing, albeit it from a low base. According to Venture Capital Journal, funds in which at least half of the founding partners are women accounted for just over 3 percent of global venture fundraising in 2023, up from 1.9 percent the previous year. We decided to delve into this further, looking at what can be done to ensure the number of female founders continues to increase. Earlier this month, PEI Group revealed its annual Women of Influence in Private Markets list 2024 , which this year celebrates 42 inspiring women working in alternatives. For the second episode in this two-part miniseries, we spoke to some of the women featured in the list – each of whom have built businesses from the ground up – to discuss the keys to their success. This episode includes Courtney Russell McCrea, co-founder and managing partner at Recast Capital; Eva Shang, CEO and co-founder at Legalist; and Rayenne Chen, partner at EQT and a founding member of the EQT Exeter team. They offer advice to women looking to start their own business. Catch the first episode of our Women of Influence podcast miniseries, which is all about mentoring, here.…

Spotlight: A PEI Podcast

1
Disruption Matters: Optimizing talent for this new era 23:21

20 weeks temu23:21

23:21

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In this fifth episode, we discuss tech's role in recruiting, onboarding and developing talent. Along the way, we address how best to recruit Gen Z, the limits of AI in this particular arena and how tech is changing the nature of talent management as a discipline. With tech tackling so many of the rudimentary tasks around talent management, human capital professionals will be freed up to focus on the more complicated tasks around motivation, evaluation and leadership. In short, tech may make some duties simpler, but the key challenges of managing people will still need to be addressed by humans. Guests include Christopher P Trendler, managing director and head of portfolio talent at Madison Dearborn Partners; Nicole Jones, talent director, portfolio support group at Advent International; John Sander, principal, portfolio solutions at Lightyear Capital; and Ted Bililies, the global leader of transformative leadership at AlixPartners. Clips - Her . Spike Jonze, Annapurna Pictures, Warner Bros. Pictures - M3GAN . Akela Cooper, Universal Pictures…

Spotlight: A PEI Podcast

1
Can mentoring help close the private markets gender gap? 17:21

22 weeks temu17:21

17:21

Women are still underrepresented across private markets, while reaching senior positions remains particularly challenging. In light of this, we decided to take a deep dive into how mentoring can serve as a tool for success and empower women working in the industry. Last week, PEI Group revealed its annual Women of Influence in Private Markets list 2024 , which this year celebrates 42 inspiring women working in alternatives. For the first episode in this two-part miniseries, we spoke to some of the women featured in the list to discuss the keys to mentoring success. In this episode, Patricia Miller Zollar, a managing director at Neuberger Berman; Rosalind Smith-Maxwell, a director at Quinbrook Infrastructure Partners; and Jackie Rantanen, head of investor solutions at Hamilton Lane, discuss their personal mentoring experiences and explore how well the industry is doing in supporting up and coming talent. Read more about this year’s Women of Influence in Private Markets list here .…

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