Spotlight Podcast - Private Equity International

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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.

March 25, 2020  

Pulled 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.

March 20, 2020  

How 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.

March 10, 2020  

When 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.

March 2, 2020  

Why 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.

February 25, 2020  

How 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.

February 3, 2020  

Operating 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.

December 18, 2019  

Why 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.

October 30, 2019  

Fiduciary 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.

September 29, 2019  

CalSTRS 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.

September 24, 2019  

How 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.

September 11, 2019  

Why 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.

August 12, 2019  

SEC 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.

July 31, 2019  

How 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.

July 1, 2019  

Rise 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.

June 26, 2019  

Capitalizing on automation

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

June 24, 2019  

Everything you wanted to know about preferred equity

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 speak to managing partner Augustin Duhamel about the strategy that is quietly taking the market by storm.

June 24, 2019  

Top 10 litigation risks facing PE firms today

Proskauer’s Josh Newville and Tim Mungovan talk through the key legal risks facing private equity in 2019.

June 20, 2019  

What’s in your fund fee documents?

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 private equity.

June 14, 2019  

How Germany has become a ‘battleground’

Hans-Jorg Baumann, Alexander Bode and Boerge Grauel discuss competition, supply and demand, bank domination and LP allocation priorities at the PDI Germany Forum 2019.

May 30, 2019  

Leapfrog’s CEO on separating the impact investing wheat from the chaff

Fresh from raising a $700m fund in May, Leapfrog Investments’ founder and CEO Andy Kuper talks to Toby Mitchenall about how impact investing will evolve as more firms enter the fray.

May 13, 2019  

How to avoid pitfalls in stapled deals

Blue chip managers are using stapled secondaries deals to boost fundraising and provide liquidity to LPs. In this episode, lawyers from Proskauer, Debevoise & Plimpton and MJ Hudson discuss how GPs and LPs should approach this increasing transaction type.

April 9, 2019  

Gazing into the future: 5 tips for long-term investors

Wired contributing editor and futurist Ben Hammersley explains how to deal with exponential growth, discusses the needs created by new technology and explains why cognitive-enhancing infra is a must in the age of AI.

March 4, 2019  

BC Partners on moving from PE into credit and real estate

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 this 10-minute podcast.

February 11, 2019  

Is this the most dangerous man in private equity?

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 threat to the industry or its saviour?

January 8, 2019  

Riverside on the GFC’s ‘difficult blessing’

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. PEI's Isobel Markham reports.

December 14, 2018  

Why investors should look beyond the headlines in emerging markets

Albright Capital’s Gregory Bowes discusses why improvements in creditor rights and bankruptcy codes in emerging markets mean investors needn’t be weary of the asset class. PEI's Isobel Markham reports.

December 10, 2018  

Highway to the opportunity zone

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 among real estate investors.

December 6, 2018  

Why the ‘triple whammy’ of issues impeding Chinese investments into US is here to stay

From capital controls and CFIUS to the intensifying trade war, Chinese investors trying to invest in the US are encountering many hurdles. David Blumenfeld and Paul Guan of the law firm Paul Hastings discuss these hurdles with PERE's Arshiya Khullar.

November 30, 2018  

Where are hurdle rates trending?

With managers increasingly putting pressure on LPs to enter the carry early, Threadmark partner Patricia Wilkinson and PEI senior editors Bruno Alves, Jonathan Brasse and Toby Mitchenall look across asset classes to find out whether the status quo really is changing.

November 30, 2018  

The smartest ways for debt firms to use technology

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 this 20-minute discussion with Matthias Kirchgaessner of Plexus and Alex Schmid of ESO Capital.

November 30, 2018  

Why GP-led secondaries is the next big thing in private equity

From stapled deals to restructurings, tender offers to strip sales, Andrew Sealey, managing partner and chief executive of Campbell Lutyens, discusses the different types of GP-led deals and how they can benefit all parties.

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