Private Equity Spotlight

Managing through cycles in the direct lending space

Private debt as an asset class has seen unprecedented growth over the past decade, but macro headwinds are creating challenges for direct lenders, and rising interest rates – while potentially beneficial to returns – are likely to further increase financial pressure on borrowers. So what can the experience of working through previous downturns tell us about how to handle the current cycle? Can we expect a spike in default rates? And, looking forward, where is the US private debt market headed in 2024 and beyond?

In this episode – sponsored by TPG Angelo Gordon’s middle-market direct lending business, Twin Brook Capital Partners – we explore some of the key factors that will affect lenders’ abilities to manage portfolios in the shifting sands of the current market environment, as well as what the key differentiators are likely to be for fund managers in the years to come.

Listen as Andy Thomson, senior editor of Private Debt Investor, speaks with Drew Guyette, co-chief credit officer and senior partner at TPG Twin Brook, and Kim Trick, co-chief credit officer, head of underwriting and partner in the business.

 

Five controversial beliefs about the GP-led secondaries market

Jeff Hammer, global co-head of secondaries at Manulife Investment Management, discusses issues from moral hazard in continuation funds to the ethics of stapled deals with senior editor Adam Le.

Hurdle rates, fees and deal terms – how the PE market changed this year

How has the private equity industry evolved this year amid a sustained rising interest rate and inflationary environment, fierce competition for LP capital and the increasing democratisation of the asset class? Dechert partner Chris Field sits down with Private Equity International senior editor Adam Le to discuss the results of the law firm's 2024 Global Private Equity Outlook, which examines this very question.

Disruption Matters: Unlocking the power of stakeholder-driven exits

In this fifth and final episode of season two of the Disruption Matters special miniseries, we explore the complex relationships in private equity, emphasising the crucial role of clear communication among all stakeholders from general partners to employees. We discuss the alignment of long-term goals in acquisitions and address limited partners' concerns about debt and liquidity in unstable markets. The overarching message is that success hinges not just on financial metrics or strategies, but on effective communication.

Guests include: Kyle Nelson, a partner and managing director at AlixPartners; David Tayeh, head of private equity in North America for Investcorp; Joncarlo Mark, founder of Upwelling Capital Group and a former senior portfolio manager at CalPERS; Jonathan Pressnell, a partner at BluePoint Capital Partners; and Richard de Silva, founder and managing partner of Lateral Investment Management.

This episode is sponsored by AlixPartners

Behind Q1-Q3’s best-ever secondaries fundraising figures

Secondaries funds investing in private equity opportunities that held their final close between January and the end of September raised $67.69 billion – a 168 percent jump on the same period last year and 46 percent more than the previous record of $46.44 billion raised in Q1-Q3 2020.

In this instalment of Second Thoughts, senior reporter Madeleine Farman and senior editor Adam Le dig further into the numbers to discuss whether 2023 could be a record year for secondaries fundraising; whether the secondaries market will continue to grapple with an under-allocation issue; and whether coffers are beginning to fill versus the opportunities that are out there in the market.

Disruption Matters: Delivering growth against the odds

In this fourth episode of season two of the Disruption Matters special miniseries, we delve into the complex interplay between digital transformation and human interaction in sales and marketing. While technology can add efficiencies, the importance of the human element in customer engagement remains an issue. The conversation covers the challenges and opportunities of tactical pricing, particularly in a volatile economic environment.

Guests include Jason McDannold, partner and managing director at AlixPartners; Richard Liu, a partner in the enterprise technology and services arm of FTV Capital; Ben Russell, senior vice-president of private equity at Partners Group; Brit Yonge, an operating partner at Corsair Capital; and Jeremy Schein, a partner and member of the buyouts investment committee at Corsair.

This episode is sponsored by AlixPartners

Why direct lending will keep growing

Deals are getting larger, and those providing the loans are becoming more trusted and sophisticated. Craig Packer of Blue Owl Capital thinks these are reliable indicators that direct lending is set to expand and prosper.

This episode is sponsored by Blue Owl Capital

Disruption Matters: Mastering the diplomacy of value creation

In this third episode of season two of the Disruption Matters special miniseries, the focus turns to communication and leadership resilience. Guests share insights on how the pandemic led to more frequent and effective communication within portfolio companies. The conversation covers the importance of clearly defined roles, strong operating partner networks and annual meetings for leadership development, as well as the role of ESG in shaping corporate culture and attracting talent.

Guests include Ted Bililies, a partner and managing director at AlixPartners; Warren Valdmanis, a partner at Two Sigma Impact; Alan Goldfarb, founder and managing partner of Orangewood Partners; and Steven Maxwell, senior vice-president of portfolio human capital at Audax Private Equity.

This episode is sponsored by AlixPartners

Disruption Matters: Setting a deal up for success in the first 100 days

In this second episode of season two of the Disruption Matters special miniseries, we focus on the importance of the first 100 days after acquisition through to the execution of a value creation plan. Experts emphasise the need to evaluate a company's existing talent, noting that early missteps can reveal if the leadership is capable of achieving set goals. The discussion touches on common mistakes, such as poor governance structures and misaligned objectives, which can derail value creation efforts.

Guests include Burak Kiral, a partner and managing director with AlixPartners; Adam Jenkins, global head of portfolio management for Blackstone Private Equity; Amanda Good, head of value creation at Searchlight Capital; and Ellen Nyhus, CEO of Verdane’s operational expert team Elevate.

This episode is sponsored by AlixPartners

Why managers with dry powder need to reconsider how they find opportunities

In Europe and around the world, rising interest rates and falling valuations are impacting many commercial property sectors still reeling from the aftereffects of the pandemic, as well as secular changes in the way occupiers use real estate. Shrewd investment managers can help identify which assets, on a case-by-case basis, can result in the greatest returns and which property sectors are likely to pose the lowest risk going forward.

In this episode, Marc Fuhrmann, principal and head of real estate of Arrow Global, returns to speak with Jonathan Brasse, editor-in-chief, real estate at PEI Group, about trends in the ever-changing private equity real estate markets.

This episode is sponsored by Arrow Global

Disruption Matters: Closing deals in a turbulent market

The Disruption Matters special podcast miniseries is back for season two, where leading industry experts will dissect the seismic shifts rattling the core of due diligence in private equity. The first episode's discussion zeroes in on the fusion of technology and leadership in shaping risk assessment and deal-making. It asks: how can the right balance between tech and human acumen make or break an investment?

Guests includes Joanne Taylor, a partner and managing director with AlixPartners; John Stecher, the CTO of Blackstone; Crosby Cook, a partner with EQT; and Marc Fuhrmann, a principal for real estate at Arrow Global.

This episode is sponsored by AlixPartners

Why sustainable investing is not a luxury

Glennmont Partners’ CEO Joost Bergsma and Actis's head of sustainability Shami Nissan discuss how their firms approach sustainability – in theory and in practice – as well as what their LPs demand of them. They share their views on ESG, resilience and the emergence of dedicated climate allocations launched by a growing number of LPs.

This episode is sponsored by Glennmont Partners and Actis

The changing state of digital infrastructure

Even post-covid, demand for data centres, fibre and towers continues to grow. Palistar’s Omar Jaffrey and Eurazeo’s Laurent Chatelin discuss how current digital infra trends are aiding the transformation to a more connected and sustainable world, and how investors can benefit.

This episode is sponsored by Palistar Capital and Eurazeo.

Strategic Partners’ Perry on the state of the market and career lessons learned

In this latest episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, the spotlight is on our yearly ranking of the top secondaries firms globally. Blackstone Strategic Partners has topped this year's SI 50 ranking published by Secondaries Investor and Private Equity International, raising $51.3 billion across funds that closed between 1 January 2018 and 30 June 2023.

Senior reporter Madeleine Farman speaks with global head Verdun Perry, discussing the state of the secondaries market, what Strategic Partners is looking for in opportunities currently, and some of the key moments across Perry's career.

Overcoming TCFD’s data collection challenges

Standardisation and comparability are key to making climate data meaningful. EDHEC’s Abhishek Gupta and Nishtha Manocha discuss the hurdles this presents and how investors can clear them.

This episode is sponsored by EDHEC Infra & Private Assets

Investing in the energy transition using a non-specific mandate

There is no escaping the energy transition, and no GP should want to. Embracing it is key to keeping portfolios relevant and adding value. Guillaume Faroux and Marcus Ayre discuss how they do it as infrastructure investors.

This episode is sponsored by Vauban Infrastructure Partners and Igneo Infrastructure Partners

The Women of Influence reflect on the past decade in private markets

Guests from PEI Group's 2023 list of influential women in alternatives look back on the past 10 years in the industry and analyse the current challenges facing it. 

Energy storage goes beyond lithium-ion

In the energy world, storage has somehow become synonymous with the lithium-ion battery. But what other opportunities are out there for investors? Six guests – including developers, start-ups and infra GPs – weigh in.

How automation is revolutionising regulatory compliance

Digital transformation is reshaping the private markets, making burdensome compliance tasks manageable and streamlining business processes, says Workiva investments industry principal Arthy Kumar.

This episode is sponsored by Workiva

Leadership lessons from the Women of Influence

Guests from PEI Group’s 2023 list of influential women in private markets discuss what it's like to hold senior leadership positions, and offer advice to the next generation of leaders. 

Which advisers stood out from the crowd?

In this episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, senior reporter Madeleine Farman and senior editor Adam Le discuss the key findings underpinning Secondaries Investor's Advisory Survey 2023 and Law Firm Survey 2023.

PEI’s Future 40 share top tips for finding success

Warburg Pincus’s Lauren Zletz, Neuberger Berman’s Sandeep Mirani and Hamilton Lane’s Nina Kraus share their career stories and advice on breaking into the private equity industry.

How private equity is pivoting amid macro disruption

EY’s Bridget Walsh explains how GPs are refining their value-creation strategies and repositioning themselves towards emerging opportunities in a dislocated market. 

This episode is sponsored by EY

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.

Inside this year’s record-breaking PEI 300 ranking

PEI’s editorial team discusses how the feverish fundraising environment has contributed to the record $2.6trn raised by the world's biggest private equity firms, and where the growth is coming from.

PEI Future 40 fundraisers on what’s next for private equity

Fundraising rising stars from Verdane, Development Partners International and Rede Partners discuss the future of the market.

Farmland Partners’ ‘short and distort’ public markets nightmare

Founder Paul Pittman discusses a defamatory attack on Farmland’s stock, as well as his firm’s forays into private farmland markets.

The quest for ‘green’ data centres

Infrastructure Investor sits down with Jennifer Gandin of CIM Group and Quinbrook co-founder David Scaysbrook to explore how private markets can work to curb data centres’ rising levels of greenhouse gas emissions.

Private funds’ year of living dangerously

The industry is staring down a portentous, menacing road of new regulations.

Natural gas caught in the Russia-Ukraine crossfire

Infrastructure Investor uses internal data, alongside commentary from energy experts Andrey Konoplyanik, Christof Ruhl and Jonathan Stern, to discuss how the crisis might impact natural gas investing and infra portfolios.

What investors think of manager changes

Executives from Allianz Real Estate and The Townsend Group share the pros and cons related to the ongoing evolution of the private real estate industry.

Pantheon on the ’silver lining’ of hiring in a pandemic

Kathryn Leaf, head of real assets for the London-based firm, takes us inside the search and hiring process for its new real estate heads.

How natural gas can pave the way to net zero

Energy Impact Partners' Andy Lubershane doesn't question natural gas's warming potential, but explains why and how it can be a viable transition fuel that investors should consider.

BlackRock excited by the investment ’white space’ of the energy transition

Edwin Conway, senior managing director and global head of BlackRock Alternative Investors, talks to New Private Markets about the 'tremendous capital shortfall' when it comes to climate tech solutions investment and why investors will lean in more to infrastructure and private credit.

Ajit Pai on the infrastructure bill’s broadband boom

The Searchlight Capital partner and former FCC chairman believes there could be plenty of opportunity for the private sector in the $65bn funding.

Four trailblazers on the future of ESG-linked credit

Carlyle, EQT, Infrared and BPEA give their predictions for the sustainability-linked loan market in 2022.

What ever happened to opportunity zones?

They were billed as the next big thing in real estate fundraising and impact investing. Author David Wessel says they are not all they were cracked up to be.

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.

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.

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.

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.

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.

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.

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.

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.

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'.

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. 

How covid halted strategic sophistication

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

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.

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.

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.