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All Episodes

Private Equity Spotlight — 273 episodes

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Title
1

Anne Glover: AI will turn some SaaS providers into dinosaurs

2

What LPs are looking for in defence-related PE strategies

3

PEI's Data Dive: What the PEI 300 reveals about fundraising’s comeback

4

Disruption Matters: The Exit Playbook

5

Why financial services dealmaking demands deep sector expertise

6

A GP and LP unpack best (and worst) practices in co-investment

7

What’s next for value creation?

8

Measuring alpha in private markets: Why asset-level data matters

9

PEI’s Data Dive: Reading the signals in secondaries sentiment

10

The new playbook for emerging managers

11

PEI's Data Dive: How LPs' investment priorities are shifting

12

Are PE's best days behind it? An LP and GP discuss

13

How an LP and a GP are approaching the slower exit environment

14

Private Funds CFO NY Forum: Sighs of relief

15

How PE markets evolved in a volatile 2025

16

Behind PE’s democratisation drive and how GP-leds are thawing the liquidity freeze

17

The new era of GP-led secondaries

18

The next frontier for real assets: Why multi-product managers have a head start to 2030

19

Real estate credit finds its footing as markets recalibrate

20

Dealmaking: Is a rebound around the corner?

21

Disruption Matters: Building sustainable growth engines

22

Disruption Matters: Launch codes for 2026

23

Europe’s real estate reset: Capital flows and credit bring cautious optimism

24

Disruption Matters: The innovation factor

25

Why industrials are back on PE’s radar in the age of AI

26

Inside secondaries' expansion into private wealth

27

Thinking of skipping a vintage? Listen to this first

28

Opportunities amid the dislocation: Investing in Germany’s property market

29

Should semi-liquids charge 2 and 20?

30

Disruption Matters: Winning the digital race

31

Bain's David Gross on how to invest in periods of heightened volatility

32

Unlocking potential in Dutch residential: Global capital is key

33

The opportunity surrounding uncertainty

34

Disruption Matters: Cultivating growth-first leadership

35

CMBS sees swift rebound after market turmoil

36

Disruption Matters: Orchestrating change in disruptive times

37

PEI 300: What's behind private equity's fundraising plateau?

38

As the US real estate debt market resets, private credit steps in

39

Infrastructure’s digital age

40

Redefining finance leadership

41

How tariff turbulence is hitting private markets

42

Sweden’s bank-dominated real estate market ‘needs’ alternative lenders

43

How emerging technologies are transforming litigation finance

44

How specialised can the secondaries market get?

45

Mentorship and the future of finance talent

46

Inside the semi-liquid fund boom

47

The energy transition’s next era

48

Secrets to raising a first-time fund in 2025

49

NZ Super on why a total portfolio approach can both help and hinder PE portfolios

50

The ‘good boring’ approach to private credit

51

Is America’s energy transition safe in Trump’s hands?

52

Peeling back the onion on secondaries in 2024 – literally

53

A golden era for opportunistic lending

54

Trump, fees on co-investments and how semi-liquids are affecting GP behaviour

55

Aware Super's checklist for emerging managers

56

Disruption Matters: Embarking on the next era of value creation

57

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

58

Top tips from female founders in alternatives

59

Disruption Matters: Optimizing talent for this new era

60

Can mentoring help close the private markets gender gap?

61

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

62

Identifying the office of the future

63

Private credit lenders seize the moment in Europe

64

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

65

Disruption Matters: Managing the middle

66

What stabilizing base rates mean for commercial real estate

67

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

68

Carry tax increase in the UK: Anarchy for PE or a new reality?

69

Navigating the Asian private credit opportunity

70

Infrastructure debt: 'A critical part of the capital solution'

71

Infrastructure firms look to accelerate the energy transition in Europe

72

NAV finance steps into the mainstream

73

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

74

Disruption Matters: The future of due diligence

75

PEI's Future 40 on finding a niche in private equity

76

Disruption Matters: The digital promise

77

Inside the latest PEI 300 of private equity's heaviest hitters

78

SI Decade: How the secondaries industry can empower women

79

SI Decade: Why specialised secondaries are poised for growth

80

Clean energy: More capital will come in 2024

81

SI Decade: The birth of programmatic secondaries sales

82

The sustainable boom in private credit

83

SI Decade: Inside the biggest regulation changes to secondaries

84

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

85

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

86

SI Decade: Zombie funds to continuation vehicles

87

Delivering flexible capital during difficult times

88

PIMCO’s François Trausch on decarbonization, banks and ‘pretend and extend’

89

SI Decade: From financial crisis to secondaries sales

90

Where banks' multifamily exposure is causing the most 'acute risk'

91

So you want to launch a new fund strategy?

92

Where electric vehicles meet infrastructure investing

93

The figures behind secondaries' second record year

94

Navigating APAC's 'toughest-ever' fundraising environment

95

The impact of geopolitics on real estate returns

96

How endowments and foundations can make the most of market volatility

97

Apollo’s Akila Grewal on the firm's strategic evolution

98

ELFA's Sabrina Fox on the tussles that have shaped deal agreements

99

Pemberton's Symon Drake-Brockman on the building of a pan-European GP

100

Kartesia’s Julien Rigon on how LP pressure has shaped ESG

101

LCM’s Paul Burdell on finding gaps in the private credit market

102

Ares’ CEO Mike Arougheti on the huge potential for private debt’s future growth

103

Infrastructure capital remains all in on climate agenda, despite global headwinds

104

How AI is transforming finance and accounting

105

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

106

Tracking LP perspectives on private equity

107

Managing through cycles in the direct lending space

108

Five controversial beliefs about the GP-led secondaries market

109

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

110

Disruption Matters: Unlocking the power of stakeholder-driven exits

111

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

112

Disruption Matters: Delivering growth against the odds

113

Why direct lending will keep growing

114

Disruption Matters: Mastering the diplomacy of value creation

115

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

116

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

117

Disruption Matters: Closing deals in a turbulent market

118

Why sustainable investing is not a luxury

119

The changing state of digital infrastructure

120

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

121

Overcoming TCFD’s data collection challenges

122

Investing in the energy transition using a non-specific mandate

123

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

124

Energy storage goes beyond lithium-ion

125

How automation is revolutionising regulatory compliance

126

Leadership lessons from the Women of Influence

127

Which advisers stood out from the crowd?

128

PEI’s Future 40 share top tips for finding success

129

How private equity is pivoting amid macro disruption

130

The world’s largest private equity fundraisers

131

How millennial values are shaping ESG decision making

132

Ardian’s Stéphanie Bensimon on how to reposition assets to create opportunities

133

M&G Real Estate’s Tony Brown: ‘This could be the best vintage since 2010’ for value-add

134

CBRE IM’s Paul Gibson: Firms must provide a ‘pathway’ on DE&I

135

Why it’s a ‘Goldilocks’ moment for alternative credit lenders

136

15 minutes with Nathalie Palladitcheff

137

Apollo’s Boris Olujic: ‘Investors need to recalibrate’ to have an impact

138

Sharpening borders: How domicile boundaries are shifting for the private funds industry

139

What’s making the GP-led market tick

140

Where private debt opportunity lies today

141

How lending to the industrial outdoor storage sector is evolving

142

Exploring the private real estate debt fund ‘ecosystem’

143

Female empowerment and intersectionality in PE

144

How to identify a renewables asset

145

What LPs and GPs look at to make sense of the higher-rate environment

146

How the secondaries market fared in 2022

147

Dechert’s PE co-head on the biggest trends in the industry

148

How PE is navigating interest rate rises globally

149

Driving LGBTQ+ inclusion in private equity

150

Who’s investing in infratech?

151

The window of opportunity for private credit

152

Jeremy Coller and Nigel Dawn on the future of the secondaries market

153

LPs rethink role of private equity in portfolios amid higher-rate era

154

Managing risk in a risk-off European residential real estate market

155

How PE pros are handling higher interest rates and the slowdown in dealmaking

156

Can controlled environment agriculture really feed the world?

157

How domiciling in Jersey can help US managers targeting European capital

158

The unprecedented uncertainty of energy transition investing

159

Disruption Matters: Planning for the unknown

160

The allure of infrastructure secondaries

161

On the minds of millennials: Prioritising mental health

162

What does employee ownership mean for investors’ returns?

163

Disruption Matters: Reimagining the workforce

164

Disruption Matters: Digitizing with a purpose

165

Disruption Matters: Outmaneuvering cyber threats

166

Fuel for thought – what energy security means for the transition

167

Carbon capture – a market in the making

168

Disruption Matters: Acting local, staying global amid operational and financial disruption

169

Disruption Matters: Plotting a surefooted path in a disrupted world

170

Introducing ’Disruption Matters’

171

Four steps to cut through greenwash

172

The European debt opportunity

173

How to break into private markets

174

How to break into private equity

175

How to break into private debt

176

How to break into venture capital

177

How the SEC is already probing ESG claims

178

Ex-Apollo insider spills the beans on private equity’s inner workings

179

‘We continue to build infra for a planet that no longer exists’

180

Inside this year’s record-breaking PEI 300 ranking

181

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

182

Farmland Partners’ ‘short and distort’ public markets nightmare

183

The quest for ‘green’ data centres

184

Private funds’ year of living dangerously

185

Natural gas caught in the Russia-Ukraine crossfire

186

What investors think of manager changes

187

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

188

How natural gas can pave the way to net zero

189

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

190

Ajit Pai on the infrastructure bill’s broadband boom

191

Four trailblazers on the future of ESG-linked credit

192

What ever happened to opportunity zones?

193

EisnerAmper‘s CEO on a possible ‘sea change‘ for the accounting industry

194

Is now the time to sell a portfolio?

195

How private debt has weathered the uncertainty around inflation

196

SoftBank on foodtech: ‘Scale, scale, scale’

197

IFM on infra debt’s success and the challenges ahead

198

Should you build your portfolio on secondaries?

199

Can we cure the cyber-crime epidemic?

200

How inflationary pressures are likely to play out in private equity

201

The poor are 'profoundly absent' in impact investing conversations

202

Former top SEC examiner names biggest risks to PE

203

How covid halted strategic sophistication

204

Is action living up to the rhetoric on gender diversity?

205

Is it finally time for asset recycling in the US?

206

True Ventures talks scouting diverse talent and what a ‘VP of culture’ does

207

Where did all the distressed money go?

208

SPONSORED: The democratisation of private markets is under way

209

Why NextEnergy launched the world's first international solar fund

210

Why the American Jobs Plan is an opportunity not to be missed

211

What to do with all the excess retail?

212

Behind the latest PE and private debt fundraising numbers

213

How OMERS’ infrastructure portfolio bucked the trend in 2020

214

SPONSORED: How private equity can unlock value in technology

215

Inside KKR’s employee ownership initiative

216

ESG-linked fund finance: Sustainability step-change or window-dressing?

217

Why China’s policies are creating a funding gap

218

What does the refinancing wave mean for me?

219

Real assets under Biden

220

How a Democrat-controlled US government could impact private equity

221

So you’re thinking of spinning out?

222

What's ahead for Australian commercial real estate lending?

223

SPONSORED: Four auto trends ripe for PE investment

224

In depth with Carlyle and TPG’s diversity and inclusion heads

225

Why one man left private equity to fight for racial justice

226

In depth with Hamilton Lane's Mario Giannini

227

How VCs connect with co-workers and portfolio companies during the pandemic

228

Evercore's Nigel Dawn on the secondaries opportunities to come

229

How to value assets during covid-19

230

Rise of SPACs, demand for long holds and adjusting PE operations in the pandemic

231

Who will be the winners and losers in mid-market lending?

232

Why this crisis is different than the last for private credit

233

Women and secondaries – a match made in heaven?

234

Is coronavirus a blip on the agriculture forecast sheet?

235

The big hitters thinking of jumping ship

236

Three months of lockdown – how are LPs and GPs adapting?

237

What you need to know about the fundraising pioneers of 2020

238

How sunny is the outlook for renewables amid covid-19?

239

Why the future of private real estate is digital

240

Which private asset classes are experiencing a boom in dealflow?

241

What midstream risks are you not taking?

242

LP defaults, force majeure and over-collateralisation amid covid-19

243

Pulled deals, chaotic fundraisings, skittish LPs: The corona effect

244

How covid-19 is hitting private markets

245

When and how to build an in-house IR team

246

Why real estate investors do not love today's low interest rates

247

How the secondaries sellside is dealing with a generational crisis

248

Operating partners share their horror stories

249

Why your next deal sourcing avenue may not have funds

250

Fiduciary duty has 'been going in the wrong direction'

251

CalSTRS on becoming 'the partner of choice'

252

How to tackle your cybersecurity issues

253

Why co-investments are in the best interest of GPs and LPs

254

SEC aims to level playing field for retail investors

255

How PE firms can recruit a diverse investment team

256

Rise of the chief information officer

257

Capitalizing on automation

258

Everything you wanted to know about preferred equity

259

Top 10 litigation risks facing PE firms today

260

What’s in your fund fee documents?

261

How Germany has become a 'battleground'

262

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

263

How to avoid pitfalls in stapled deals

264

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

265

BC Partners on moving from PE into credit and real estate

266

Is this the most dangerous man in private equity?

267

Riverside on the GFC's 'difficult blessing'

268

Why investors should look beyond the headlines in emerging markets

269

Highway to the opportunity zone

270

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

271

Where are hurdle rates trending?

272

The smartest ways for debt firms to use technology

273

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