Les meilleurs podcasts PEI Group (2024)

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Behind the numbers: Elevating transparency in private market valuations and benchmarking 27:07

1d ago27:07

27:07

This episode is sponsored by Scientific Infra and Private Assets Abhishek Gupta and Tim Whittaker from Scientific Infra and Private Assets discuss the growing demand within private markets for accurate and robust data. They explore solutions that can address these needs, ultimately providing the private markets with comprehensive, high-quality valu…

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Deep dive: Can investors make mining sustainable? 32:14

6d ago32:14

32:14

Mining is a notoriously dirty and dangerous business – so much so that it has often been shunned by responsible and risk-averse investors. In recent years, the Brumadinho dam disaster and the Juukan Gorge scandal have provided ample evidence of the environmental and social risks associated with the sector. Yet it is crucial to the energy transition…

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Top tips from female founders in alternatives 21:50

9d ago21:50

21:50

Female founders continue to be underrepresented and underfunded. Women only accounted for 13.2 percent of all startups in 2023, according to data from software company Carta. This was down from 15.1 percent in 2022. So, it is safe to say progress has been slow. However, in private markets, there are positive signs that the number of women founding …

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What are the ingredients for a successful secondaries deal? 20:56

13d ago20:56

20:56

Do you work collaboratively with potential partners to help shape a deal, or do you have a set notion of what type of transaction you want to be a part of from the outset? Is EQ as important to you as IQ? How big a role does ego play in preventing deals from being consummated? In part two of our discussion with AlpInvest Partners managing director …

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Disruption Matters: Optimizing talent for this new era 23:21

13d ago23:21

23:21

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In this fifth episode, we discuss tech's role in recruiting, onboarding and developing talent. Along the way, w…

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Will the US ever truly embrace private infra financing? 30:25

17d ago30:25

30:25

In this episode, Infrastructure Investor senior editor Bruno Alves sits down with Sadek Wahba, founder, chairman and managing partner of independent manager I Squared Capital. Top of the agenda is Wahba’s new book – Build: Investing in America’s Infrastructure – which chronicles the US’s underinvestment in infrastructure, contextualises the histori…

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Will lack of green capex hamper transition finance push? 30:19

20d ago30:19

30:19

When Responsible Investor talks to investors about transition finance, capital expenditure almost always features. Folksam’s chief economist Marcus Svedberg told RI earlier this year that studying capex flows is a good indicator of where companies are going, and that ideally “you want to be overwhelmed by how much they are investing in new technolo…

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Can mentoring help close the private markets gender gap? 17:21

23d ago17:21

17:21

Women are still underrepresented across private markets, while reaching senior positions remains particularly challenging. In light of this, we decided to take a deep dive into how mentoring can serve as a tool for success and empower women working in the industry. Last week, PEI Group revealed its annual Women of Influence in Private Markets list …

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The 'lead investor' conundrum: a buyer, adviser and lawyer share their thoughts 24:57

27d ago24:57

24:57

A secondaries buyer, adviser and lawyer walk into a room. This isn't the start of a bad joke – it's the culmination of an idea Secondaries Investor had after moderating a panel at an alternatives conference with AlpInvest Partners managing director Louis Choy, PJT Partners' European head of private capital solutions Johanna Lottmann and law firm St…

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Saving time, energy and brainpower: Clipway’s Vallano on AI-driven secondaries 18:43

27d ago18:43

18:43

While many private markets firms are working to leverage generative AI, secondaries investment firm Clipway has put the technology front and centre of its strategy. The London-headquartered firm counts secondaries veterans Ingmar Vallano, Vincent Gombault and Benoît Verbrugghe and others among its senior investment team. All worked at secondaries g…

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How to get into the SI 50: Inside our latest ranking of the biggest secondaries fundraisers 18:39

28d ago18:39

18:39

This episode first aired on September 5, 2024 The top 50 secondaries investors globally raised $473.8 billion in the five years to the end of 2023, according to this year’s SI 50. That’s a 9 percent increase on last year’s ranking, when $434.5 billion was recorded across a longer counting period of five-and-a-half years. Ardian took the top spot, r…

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SI Decade: is Asia-Pacific the most promising secondaries market? 42:11

28d ago42:11

42:11

This episode first aired on September 23, 2024 and is sponsored by Kirkland & Ellis, LGT Capital Partners and TPG NewQuest The Asia-Pacific secondaries market is one of the most fascinating corners of the global secondaries landscape. This region typically never accounts for more than single-digit figures in terms of global deal volume share – yet …

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SI Decade: Europe’s appeal and the evolution of specialisation 37:52

28d ago37:52

37:52

This episode originally aired on July 8, 2024 and is sponsored by UBS Asset Management and Proskauer Rose The global secondaries market has grown from roughly $47 billion in 2014 to more than $100 billion today. In Europe, fragmentation has led to some significant regional differences. However, it is also clear that many of the trends and dynamics …

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SI Decade: How the secondaries industry can empower women 22:43

28d ago22:43

22:43

This episode first aired on June 3, 2024 The private equity industry has been pushing for more gender equality among GPs, LPs and intermediaries over the past decade, and the trend is now taking hold in the secondaries market, where diversity issues have historically received less attention. In recent years, women across secondaries have been advoc…

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SI Decade: Why specialised secondaries are poised for growth 15:30

28d ago15:30

15:30

This episode first aired on May 29, 2024 Specialised secondaries strategies are becoming an increasingly important part of the market. According to data complied by Secondaries Investor, 85 percent of the capital raised by secondaries funds in final closes last year was for private equity strategies; the remainder of this was for non-PE strategies,…

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SI Decade: The birth of programmatic secondaries sales 29:01

28d ago29:01

29:01

This episode first aired on May 22, 2024 Post-global financial crisis, many institutional investors were forced sellers, offloading private markets exposure at hefty discounts. More than a decade on, these same institutional investors have become repeat sellers on the secondaries market, using the tool as a way to proactively manage their portfolio…

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SI Decade: Inside the biggest regulation changes to secondaries 23:32

28d ago23:32

23:32

This episode first aired on May 13, 2024 The US Securities and Exchange Commission’s recently passed rules relating to the GP-led secondaries market have put these deals squarely on LPs’ radars. “[These rules] raise the visibility of GP-led transactions to LPs and they signal how important and risky those transactions might be,” Igor Rozenblit – ma…

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SI Decade: Will the North American market’s dominance continue? 49:01

28d ago49:01

49:01

This episode first aired on May 7, 2024 and is sponsored by Ares Management, Dawson Partners and Proskauer Rose The North American secondaries market remains the deepest and most active area for secondaries trading of all the global regions. Around $114 billion-worth of alternatives exposure changed hands last year and North America accounted for a…

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SI Decade: From frustration to longer holds with single-asset continuation vehicles 24:49

28d ago24:49

24:49

This episode first aired on April 29, 2024 Single-asset continuation funds have surged in popularity in recent years. While the technology isn't new, it took persistence from secondaries market advisers to show both private equity managers and buyers that vehicles associated with the moniker 'zombie funds' could be used to keep hold of star-perform…

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SI Decade: Zombie funds to continuation vehicles 21:06

28d ago21:06

21:06

This episode first aired on April 22, 2024 What's in a name? The process of moving an asset or assets from an existing private markets fund into a separate structure has been happening for some time now – some say as early as 2006 and possibly even prior to that. The so-called 'continuation fund' market was worth around $40 billion last year, accor…

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SI Decade: From financial crisis to secondaries sales 21:50

28d ago21:50

21:50

This episode originally aired on April 15, 2024 A decade ago, in the aftermath of the global financial crisis, anxiety around unknowns was still rippling through financial markets, including within secondaries. Similarly, there was a great deal of concern around the Volcker Rule that came into effect in 2014, which essentially prohibited banks from…

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The figures behind secondaries' second record year 24:48

28d ago24:48

24:48

This episode originally aired on March 26, 2024 In this episode, Secondaries Investor's Madeleine Farman, Adam Le and Hannah Zhang cut through the headline figures in 2023's advisory reports to break down geographic trends and key themes in the market. Total deal volume sat somewhere in the region of $109 billion to $115 billion in 2023 with LP-led…

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Ardian’s Colas on the potential for secondaries growth in 2024 8:36

28d ago8:36

8:36

This episode originally aired on January 2, 2024 In this episode, Ardian's co-head of secondaries and primaries Vladimir Colas makes a bold prediction for the secondaries market: the first private equity fundraise to breach the $30 billion mark will be a secondaries vehicle. LP portfolios being brought to market are only growing in size, and if the…

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Behind Q1-Q3’s best-ever secondaries fundraising figures 18:31

28d ago18:31

18:31

This episode originally aired on November 1, 2023 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 episod…

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Strategic Partners’ Perry on the state of the market and career lessons learned 30:57

28d ago30:57

30:57

This episode originally aired on September 1, 2023 In this episode, 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…

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Which advisers stood out from the crowd? 16:26

28d ago16:26

16:26

This episode first aired June 30, 2023 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.Par PEI Group

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What’s making the GP-led market tick 26:40

28d ago26:40

26:40

This episode first aired on April 26, 2023 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.Par PEI Group

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How the secondaries market fared in 2022 12:23

28d ago12:23

12:23

This episode first aired on February 8, 2023 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.Par PEI Group

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Secondaries Investor's Second Thoughts trailer 1:39

28d ago1:39

1:39

Secondaries Investor's Second Thoughts podcast focuses exclusively on private markets' burgeoning secondaries market, which is offering liquidity to its underlying illiquid asset classes. Hear analysis from Secondaries Investor's global team of journalists and interviews with the market's most influential players and rising stars discussing the dyn…

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Disruption Matters: How tech supercharges today's roll-ups 28:47

28d ago28:47

28:47

This episode is sponsored by AlixPartners The Disruption Matters special podcast series is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In this fourth episode, we discuss tech's role in improving the speed, rigour and ease of roll-up strategies, where…

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Identifying the office of the future 19:21

30d ago19:21

19:21

Despite being plagued by headwinds including high interest rates, shrinking demand and declining property values since the start of the covid-19 pandemic, the office sector is starting to see some green shoots as usage and leasing rise. In this episode, Jim Costello, executive director and co-head of the real-assets team at MSCI, and Ran Eliasaf, f…

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Private credit lenders seize the moment in Europe 22:24

1M ago22:24

22:24

This episode is sponsored by Arrow Global Private debt has enjoyed sustained success in recent years, with private credit firms stepping in to fill the void left by the retreat of banks from their traditional lending role. The outlook for the asset class in Europe remains strong, as firms continue to find compelling opportunities, even in sectors t…

1
Private credit lenders seize the moment in Europe 22:24

1M ago22:24

22:24

This episode is sponsored by Arrow Global Private debt has enjoyed sustained success in recent years, with private credit firms stepping in to fill the void left by the retreat of banks from their traditional lending role. The outlook for the asset class in Europe remains strong, as firms continue to find compelling opportunities, even in sectors t…

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What does transition finance mean for investors? 26:40

1M ago26:40

26:40

Transition finance is the fastest-growing area in sustainable investment. Over the past two years, the amount invested in transition-focused funds in Europe doubled as inflows into traditional ESG funds stalled. The appeal of transition finance is obvious. It offers sustainability-minded investors access to a broader range of sectors and companies …

1
SI Decade: is Asia-Pacific the most promising secondaries market? 42:11

1M ago42:11

42:11

This episode is sponsored by Kirkland & Ellis, LGT Capital Partners and TPG NewQuest The Asia-Pacific secondaries market is one of the most fascinating corners of the global secondaries landscape. This region typically never accounts for more than single-digit figures in terms of global deal volume share – yet some of the most innovative transactio…

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Has the UK water sector hit rock bottom? 23:30

1M ago23:30

23:30

In this episode, senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley discuss the latest developments affecting the UK water sector, following the publication of our September cover story. That includes news of outreach to some of the industry’s biggest fund managers to inject equity into troubled utility Thame…

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A deep dive into the AI infrastructure opportunity 31:42

1M ago31:42

31:42

In this first episode of The Infrastructure Investor Podcast, senior editor Bruno Alves catches up with Marc Ganzi, chief executive of DigitalBridge, the renowned digital infrastructure outfit and the only specialist manager in the top 10 of our II 100 ranking of the largest infrastructure managers in the world. With AI infrastructure generating re…

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Disruption Matters: Managing the middle 30:30

1M ago30:30

30:30

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In this third episode, we will discuss life after the 100-day plan and that tricky middle period where effectiv…

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The Infrastructure Investor Podcast trailer 1:26

1M ago1:26

1:26

Introducing The Infrastructure Investor Podcast, which delves into the latest trends in private infrastructure investment, bringing you insightful interviews with many of the industry’s most influential leaders, as well as original analysis from our award-winning team of journalists. To learn more and see all your subscription options, go to www.in…

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What's in a name? Navigating the UK's sustainable fund-labelling regime 21:47

2M ago21:47

21:47

The UK’s Financial Conduct Authority (FCA) has put simplicity and consumer testing at the centre of its efforts to roll out fund labels to improve transparency of sustainable investment products. For managers that are in the middle of applying labels to their funds, the process has in many ways proved more challenging than first expected – so far, …

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What stabilizing base rates mean for commercial real estate 19:35

2M ago19:35

19:35

This episode is sponsored by Arrow Global Commercial real estate was heavily affected by rising interest rates throughout 2023. Many sectors of the asset class struggled against a challenging macroeconomic backdrop, with transaction activity dropping significantly and debt providers becoming more conservative in their lending. But over the course o…

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