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Private Equity Spotlight

Private Equity Spotlight

266 episodes — Page 5 of 6

Ep 67SPONSORED: 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.

Jun 14, 202116 min

Ep 66Why 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.

Jun 1, 20216 min

Ep 65Why 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.

May 19, 202114 min

Ep 64What 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.

May 5, 20219 min

Ep 63Behind 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.

Apr 28, 202116 min

Ep 62How 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.

Apr 13, 20218 min

Ep 61SPONSORED: 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.

Apr 7, 202115 min

Ep 60Inside 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.

Apr 1, 202110 min

Ep 59ESG-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.

Mar 29, 202113 min

Ep 58Why 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.

Mar 10, 20218 min

Ep 57What 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.

Feb 26, 20219 min

Ep 56Real 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.

Jan 28, 202132 min

Ep 55How 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.

Jan 20, 202122 min

Ep 54So 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.

Dec 15, 202017 min

Ep 53What'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.

Dec 7, 202013 min

Ep 52SPONSORED: 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.

Nov 30, 202012 min

Ep 51In 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.

Nov 10, 202019 min

Ep 50Why 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.

Nov 3, 202010 min

Ep 49In 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.

Oct 20, 202028 min

Ep 48How 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.

Sep 24, 20208 min

Ep 47Evercore'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.

Sep 9, 202013 min

Ep 46How 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.

Aug 27, 20207 min

Ep 45Rise 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.

Aug 13, 202019 min

Ep 44Who 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.

Aug 4, 20207 min

Ep 43Why 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.

Jul 27, 202020 min

Ep 41Women 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.

Jul 22, 202038 min

Ep 42Is 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.

Jul 21, 202012 min

Ep 40The 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.

Jul 1, 202010 min

Ep 39Three 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.

Jun 23, 202016 min

Ep 38What 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.

Jun 1, 202013 min

Ep 37How 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.

May 12, 20208 min

Ep 36Why 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.

May 4, 202010 min

Ep 35Which 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.

Apr 24, 202017 min

Ep 34What 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.

Apr 16, 202015 min

Ep 33LP 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.

Apr 7, 202026 min

Ep 32Pulled 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.

Mar 25, 202018 min

Ep 31How 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.

Mar 20, 202028 min

Ep 30When 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.

Mar 10, 20205 min

Ep 29Why 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.

Mar 2, 20209 min

S1 Ep 28How 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.

Feb 25, 202014 min

S1 Ep 27Operating 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.

Feb 3, 20206 min

S1 Ep 26Why 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.

Dec 18, 20198 min

S1 Ep 25Fiduciary 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.

Oct 30, 201917 min

S1 Ep 24CalSTRS 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.

Sep 30, 20199 min

S1 Ep 23How 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.

Sep 24, 20199 min

S1 Ep 22Why 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.

Sep 11, 201912 min

S1 Ep 21SEC 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.

Aug 12, 201920 min

S1 Ep 20How 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.

Jul 31, 201910 min

S1 Ep 19Rise 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.

Jul 1, 201917 min

S1 Ep 18Capitalizing on automation

Anubhav Saxena discusses how firms can utilize new technologies to accelerate equity value creation in portfolio companies and build digital workforces.

Jun 26, 201928 min