Private Equity Spotlight

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.