Spotlight: A PEI Podcast

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.