Spotlight: A PEI Podcast

The world’s largest private equity fundraisers

PEI’s global editorial team comes together to discuss how a perennial heavyweight reclaimed the top spot after sliding last year, and other results from the 2023 PEI 300 fundraising ranking.

See the full PEI 300 ranking here at Private Equity International.

How millennial values are shaping ESG decision making

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 make progress.

Ardian’s Stéphanie Bensimon on how to reposition assets to create opportunities

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

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 view of the market, you have to look at opportunities arising from both short- and long-term trends.

CBRE IM’s Paul Gibson: Firms must provide a ‘pathway’ on DE&I

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 about the importance of offering flexible parental leave for employees.

Why it’s a ‘Goldilocks’ moment for alternative credit lenders

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 never seen a lending environment in real estate that’s as compelling as it is today.

15 minutes with Nathalie Palladitcheff

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 role the real estate asset class plays in driving the conversation forward.

Apollo’s Boris Olujic: ‘Investors need to recalibrate’ to have an impact

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 that flexibility is key for investors looking to make an impact. 

Sharpening borders: How domicile boundaries are shifting for the private funds industry

Jersey Finance head of funds Elliot Refson and lead in the Americas Philip Pirecki discuss how regulatory developments are impacting fund domiciliation decisions.

This episode is sponsored by Jersey Finance

What’s making the GP-led market tick

Presenting the second instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.

Where private debt opportunity lies today

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 strategies poised to thrive in a rapidly changing environment. 

How lending to the industrial outdoor storage sector is evolving

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’

Institutional appetite for private funds offering access to commercial property credit markets is only increasing. But, in this special episode sponsored by ACORE Capital, the firm’s co-managing partners and CEOs explain that the field of options requires education.

Female empowerment and intersectionality in PE

For the third instalment of our On the Minds of Millennials miniseries, Blackstone's Devin Glenn and Investcorp's Jordana Semaan discuss the challenges they’ve faced in navigating an industry where women, and especially women of colour, are still scarce among the highest decision-makers.

How to identify a renewables asset

Energy transition investment has significantly evolved over the last 15 years, so what should investors take into consideration when deploying in the space? Matt DeNichilo, partner at Energy Capital Partners, and Alex Darden, partner at EQT, discuss the opportunities and risks.

What LPs and GPs look at to make sense of the higher-rate environment

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 professionals there keep their eyes on in the era of higher borrowing costs.

How the secondaries market fared in 2022

Presenting the first instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.

Dechert’s PE co-head on the biggest trends in the industry

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 and creative deal structuring.

How PE is navigating interest rate rises globally

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 risk and how deals are being affected by interest rates rising at different paces in various global regions.

Driving LGBTQ+ inclusion in private equity

In this second episode of our On the Minds of Millennials miniseries, Advent International’s Christina Drakos and KKR’s Brandon Donnenfeld discuss what it was like to come out in the industry, and how PE can truly support the LGBTQ+ community.

Who’s investing in infratech?

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 Macquarie Capital Venture Studio, Alphabet-backed Sidewalk Infrastructure Partners, Infratech Growth Partners and Morrison & Co’s Clearvision Ventures discuss how.

The window of opportunity for private credit

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. While the asset class is not without challenges, some see better prospects for investing there than they have in some time.

Jeremy Coller and Nigel Dawn on the future of the secondaries market

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 in alternatives.

LPs rethink role of private equity in portfolios amid higher-rate era

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 fundraising and what investors are looking for out of their GPs as rates rise.

Managing risk in a risk-off European residential real estate market

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 critical considerations when investing institutional capital into Europe’s housing market amid current uncertainty.

How PE pros are handling higher interest rates and the slowdown in dealmaking

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 how sponsors are coping with the higher price of 'L' in LBOs.

Can controlled environment agriculture really feed the world?

High-tech greenhouse and vertical farming start-ups all believe they can sustainably contribute to feeding the world while making a profit. Their funding rounds suggest investors believe them, but should they? 

How domiciling in Jersey can help US managers targeting European capital

In this special episode, sponsored by Jersey Finance, head of funds Elliot Refson and lead in the Americas Philip Pirecki discuss how the offshore jurisdiction is a stable and reliable gateway to Europe for US managers.

The unprecedented uncertainty of energy transition investing

Stan Miranda, founder of Partners Capital, talks to Toby Mitchenall about how private markets investors should think about uncertainty when investing into the global energy transition. 

Disruption Matters: Planning for the unknown

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 AlixPartners, a panel of experts discusses how they're preparing for whatever 2023 brings. 

The allure of infrastructure secondaries

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 and how big this market could become.

On the minds of millennials: Prioritising mental health

Motive Partners’ Sam Tidswell-Norrish and Schroders Capital’s Tanja Lukas look at how the PE industry is advancing the mental health conversation and discuss how they each manage their own personal wellbeing.

What does employee ownership mean for investors’ returns?

PEI senior editor Adam Le and senior reporter Carmela Mendoza discuss how private equity firms sharing equity with an entire workforce can create upside and value for investors. 

Disruption Matters: Reimagining the workforce

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 Matters miniseries, sponsored by AlixPartners.

Disruption Matters: Digitizing with a purpose

Massive spend is targeting digital transformation, but is it really creating value? Find out in the latest episode of our Disruption Matters miniseries, sponsored by AlixPartners. 

Disruption Matters: Outmaneuvering cyber threats

The cybersecurity threat landscape is constantly shifting. In this third episode of our miniseries sponsored by AlixPartners, learn how PE operators are keeping up.

Fuel for thought – what energy security means for the transition

In this special episode, sponsored by Schroders Capital, Richard Nourse and Karin Kaiser of Greencoat Capital discuss how the war in Ukraine and the energy crunch will impact the shift away from fossil fuels.

This podcast is for professional investors only

Carbon capture – a market in the making

Carbon capture and sequestration has made it into many headlines, but few investor portfolios. Infrastructure Investor speaks with Partners Group’s Esther Peiner, Keith Martin of Norton Rose Fulbright and Columbia University professor Scott Barrett to discuss where the market will move.

Disruption Matters: Acting local, staying global amid operational and financial disruption

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

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 challenges. 

Introducing ’Disruption Matters’

Private Equity International is proud to present our first-ever serialized podcast, sponsored by AlixPartners. The five-part miniseries is focused on how private equity operators are finding opportunities in disruption. Listen to the first episode on August 17 right here on the Spotlight podcast channel.

Four steps to cut through greenwash

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 impact claims.

The European debt opportunity

In this special episode of Spotlight, sponsored by Arrow Global, CEO Zach Lewy tells PDI editor Andy Thomson why a local approach offers unique advantages for private lenders in Europe.

How to break into private markets

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 in the industry.

How to break into private equity

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 Akar, discuss the challenges they faced as women in the field.

How to break into private debt

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 Fernandez, discuss how to navigate career challenges in the industry and resist gender bias.

How to break into venture capital

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 success in VC.

How the SEC is already probing ESG claims

'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 managers about their ESG claims and practices.

Ex-Apollo insider spills the beans on private equity’s inner workings

Sachin Khajuria, a former partner at Apollo Global Management, discusses his book Two and Twenty: How the Masters of Private Equity Always Win, and why the industry needs to engage more with wider society.

‘We continue to build infra for a planet that no longer exists’

Bill Green, founder of Climate Adaptive Infrastructure, explains how investors are mispricing climate risk and what needs to change.