Spotlight Podcast - Private Equity International

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October 18, 2021  

EisnerAmper‘s CEO on a possible ‘sea change‘ for the accounting industry

Charly Weinstein discusses the accounting firm's recent deal with TowerBrook, and how the business's new 'alternative practice structure' could shake up the industry.

October 13, 2021  

Is now the time to sell a portfolio?

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 Custar and Jake Stuiver of White Plains-based secondaries advisory M2O discuss whether now is the ideal time to take an LP portfolio deal to market.

October 4, 2021  

How private debt has weathered the uncertainty around inflation

The economic bounce-back from covid came quickly, says Randy Schwimmer of Churchill Asset Management, which caused inflation to be on everyone's minds.

September 30, 2021  

SoftBank on foodtech: ‘Scale, scale, scale’

Investment director Angela Du says covid added urgency to the need to build supply chains for alternative proteins and cultured meat.

September 28, 2021  

IFM on infra debt’s success and the challenges ahead

Matthew Wade, IFM’s executive director for debt investments, explains approaches LPs are taking to the sector.

September 21, 2021  

Should you build your portfolio on secondaries?

Academic Cyril Demaria and Greenhill's Bernhard Engelien debate the role of secondaries in portfolio construction and what LPs should bear in mind.

August 19, 2021  

Can we cure the cyber-crime epidemic?

Hugh Thomson, managing partner at Crosspoint Capital, discusses the recently issued Executive Cybersecurity Order and its potential influence on B2B and B2C companies.

August 9, 2021  

How inflationary pressures are likely to play out in private equity

Nicholas Brooks, head of economic and investment research at ICG, discusses the biggest things GPs should be concerned about in an era of inflation and potential interest rate rises.

July 29, 2021  

The poor are ‘profoundly absent’ in impact investing conversations

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 rise and fall of Abraaj with Simon Clark, co-author of 'The Key Man'.

July 27, 2021  

Former top SEC examiner names biggest risks to PE

Firms should focus beyond the Commission's 'hot topic' compliance issues and understand their own individual vulnerabilities. 

July 20, 2021  

How covid halted strategic sophistication

Having paused, investors will once again begin expanding into more adventurous areas, says William Nicol of M&G.

July 13, 2021  

Is action living up to the rhetoric on gender diversity?

Journalists across the PEI stable share their insights on an issue that has become top of mind for private fund managers and investors.

July 8, 2021  

Is it finally time for asset recycling in the US?

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 new IFA and much more.

June 29, 2021  

True Ventures talks scouting diverse talent and what a ‘VP of culture’ does

Co-founder Phil Black describes how the VC firm tracks diversity metrics and works with founders to grow inclusive teams.

June 22, 2021  

Where did all the distressed money go?

Large amounts of capital have been raised for distressed strategies in private debt and real estate, but thanks to government support schemes, finding a home for it is proving a challenge.

June 14, 2021  

SPONSORED: 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. 

June 1, 2021  

Why 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.

May 19, 2021  

Why 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 5, 2021  

What 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.

April 28, 2021  

Behind 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.

April 13, 2021  

How 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.

April 7, 2021  

SPONSORED: 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.

April 1, 2021  

Inside 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.

March 29, 2021  

ESG-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.

March 10, 2021  

Why 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.

February 26, 2021  

What 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.

January 28, 2021  

Real 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.

January 20, 2021  

How 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.

December 15, 2020  

So 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.

December 7, 2020  

What’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.

November 30, 2020  

SPONSORED: 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.

November 10, 2020  

In 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.

November 3, 2020  

Why 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.

October 20, 2020  

In 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.

September 24, 2020  

How 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.

September 9, 2020  

Evercore’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.

August 27, 2020  

How 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.

August 13, 2020  

Rise 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. 

August 4, 2020  

Who 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.

July 27, 2020  

Why 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.

July 22, 2020  

Women 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.

July 21, 2020  

Is 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.

July 1, 2020  

The 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.

June 23, 2020  

Three 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.

June 1, 2020  

What 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.

May 12, 2020  

How 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 4, 2020  

Why 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.

April 24, 2020  

Which 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.

April 16, 2020  

What 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.

April 7, 2020  

LP 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.

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