Private Equity Spotlight
Business & Finance
About
PEI Group’s ‘Private Equity Spotlight’ podcast illuminates the latest trends in private equity across fundraising, portfolio management, deals, regulation and more. Get a front-row seat with our award-winning journalists from publications including Private Equity International, Private Funds CFO, Buyouts and PE Hub, as they interview the industry’s biggest personalities and dig deep into the dynamics affecting LPs, GPs and service providers. Available wherever you get your podcasts.
Episodes
- Measuring alpha in private markets: Why asset-level data matters
Frédéric Blanc-Brude, CEO of SIPA, explains why asset-level data and benchmarking are crucial for investors in mature private markets. He details how SIPA's indices help LPs assess genuine alpha generation by GPs, addressing shortcomings o…
- PEI’s Data Dive: Reading the signals in secondaries sentiment
Evie Rusman, Madeleine Farman, and Louise Fordham discuss findings from PEI Group
- The new playbook for emerging managers
This episode discusses the current landscape for emerging private equity managers, highlighting the need for differentiated strategies and robust operations to attract institutional capital. It covers common mistakes and challenges faced b…
- PEI's Data Dive: How LPs' investment priorities are shifting
Private Equity International’s Data Dive episode examines shifts in LP investment priorities regarding private equity, based on their latest LP Perspectives Study. Senior staff discuss the data, showing changes in planned investment levels…
- Are PE's best days behind it? An LP and GP discuss
Dale Burgess and David Nowak discuss the evolving landscape of private equity, addressing shifts in expectations, the asset class's role in portfolios, and challenges related to asset valuations and hold periods. They consider how operatio…
- How an LP and a GP are approaching the slower exit environment
In the first episode of PEI Group’s new Commitment Issues podcast , Yangge Seaman of the Children’s Health System of Texas spoke with Hg Capital co-CEO Steven Batchelor about the slow pace of exits and the rise of alternative forms of liqu…
- Private Funds CFO NY Forum: Sighs of relief
Private Funds CFO 's 23rd annual New York Forum gathered together nearly 600 compliance, financial and operational experts in two days of discussions that covered everything from AI to new ways to think about carry. In this episode of Priv…
- How PE markets evolved in a volatile 2025
Join senior editor Adam Le, Hong Kong Bureau Chief Alex Lynn and America's correspondent Hannah Zhang in our end of year Private Equity Spotlight episode looking back at the biggest trends in the PE market in 2025. From tariffs to trade wa…
- Behind PE’s democratisation drive and how GP-leds are thawing the liquidity freeze
In this episode, senior reporter Carmela Mendoza sits down with Sabina Comis, global managing partner, and Kenneth Young, a partner and co-chair of the corporate and securities practice at Dechert , to unpack key findings from the law firm…
- The new era of GP-led secondaries
This episode is sponsored by Lexington Partners, LGT Capital Partners and Davis Polk and first appeared on Secondaries Investor's Second Thoughts podcast . In 2024, GP-led deals hit a record of $71 billion in transaction volume, accounting…
- The next frontier for real assets: Why multi-product managers have a head start to 2030
This episode is sponsored by Manulife Investment Management and first appeared on The PERE Podcast As new industries evolve and accelerate, new opportunities are constantly arising for institutional investors in the private real assets spa…
- Real estate credit finds its footing as markets recalibrate
This episode is sponsored by Bravo Capital and first appeared on The PERE Podcast The lending landscape is shifting, and private credit is taking center stage. In this episode, Bravo Capital founder and CEO Aaron Krawitz discusses how his…
- Dealmaking: Is a rebound around the corner?
This episode is sponsored by Francisco Partners and Platinum Equity Dealmakers had high hopes for 2025, expecting the year to deliver a welcoming environment for M&A. Instead, uncertainty about tariffs and other issues stopped them in thei…
- Disruption Matters: Building sustainable growth engines
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver growth, despite the headw…
- Disruption Matters: Launch codes for 2026
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts discuss how private markets can still deliver growth, despite the headwinds…
- Europe’s real estate reset: Capital flows and credit bring cautious optimism
This episode is sponsored by Cain International and Arrow Global and first appeared on The PERE Podcast After several years defined by rising rates and pricing uncertainty, Europe’s property market may be at an inflection point. Jay Patel,…
- Disruption Matters: The innovation factor
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver growth, despite the headw…
- Why industrials are back on PE’s radar in the age of AI
This episode is sponsored by Brookfield In recent years, industrials and manufacturing companies have attracted relatively modest levels of interest from private equity managers. However, a reappraisal may now be overdue. In the US and oth…
- Inside secondaries' expansion into private wealth
This episode is sponsored by Lexington Partners, Proskauer and StepStone Group and first appeared on Secondaries Investor's Second Thoughts podcast The secondaries market is benefitting from private markets' push into the private wealth sp…
- Thinking of skipping a vintage? Listen to this first
At a time when distributions from private equity funds are slowing and GPs are holding on to assets for longer instead of selling them and returning cash to investors, many LPs may be wondering whether to hold off on making fresh commitmen…
- Opportunities amid the dislocation: Investing in Germany’s property market
This episode is sponsored by Arrow Global and first appeared on The PERE Podcast Germany’s property market is facing the highest insolvency rate in Europe. Years of cheap credit and rising prices encouraged aggressive development, but when…
- Should semi-liquids charge 2 and 20?
No trend has taken the private equity industry by storm quite like that of semi-liquid and evergreen funds. Data from consultancy Bfinance shows that at least $30 billion has been raised via private equity semi-liquid funds since 2020 – a…
- Disruption Matters: Winning the digital race
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts discuss how private markets can deliver “weatherproof growth”, despite the h…
- Bain's David Gross on how to invest in periods of heightened volatility
Tariff turmoil, trade wars and real conflict in the Middle East – these are just some of the challenges private equity participants have had to navigate so far this year. Speaking to senior editor Adam Le, David Gross, co-managing partner…
- Unlocking potential in Dutch residential: Global capital is key
This episode is sponsored by Bouwinvest Real Estate Investors and first appeared on The PERE Podcast The Dutch residential market has remained resilient despite economic turbulence and rising interest rates and is now emerging as a prime d…
- The opportunity surrounding uncertainty
This episode is sponsored by Pomona Capital and Proskauer and first appeared on Secondaries Investor's Second Thoughts podcast While the Trump administration's tariff announcements and the subsequent unfurling of uncertainty globally does…
- Disruption Matters: Cultivating growth-first leadership
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can deliver “weatherproof growth”, despite…
- CMBS sees swift rebound after market turmoil
Having navigated headwinds from interest rate hikes and secular shifts in office usage and online shopping in recent years, the US commercial mortgage-backed securities market was seemingly embracing a full resurgence. In 2024, its origina…
- Disruption Matters: Orchestrating change in disruptive times
This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver “weatherproof growth”, de…
- PEI 300: What's behind private equity's fundraising plateau?
The growth of private equity fundraising is slowing down. The 300 firms that feature on the 2025 edition of the PEI 300 – Private Equity International ’s annual ranking of the industry’s biggest fundraisers – collectively raised $3.29 tril…
- As the US real estate debt market resets, private credit steps in
This episode is sponsored by LaSalle Debt Investors and Kayne Anderson In the wake of rising rates and falling transaction volumes, US real estate debt markets are undergoing a significant transformation. Traditional lenders – especially r…
- Infrastructure’s digital age
This episode is sponsored by Edmond de Rothschild and Palistar Capital and first appeared on The Infrastructure Investor Podcast Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advanc…
- Redefining finance leadership
Finance leadership is changing rapidly. So how are leaders adapting to these changes and redefining traditional finance roles to enhance operational efficiency? In this episode, we conclude our three-part New Faces of Finance miniseries by…
- How tariff turbulence is hitting private markets
The 'U-word' has well and truly returned to private markets. Uncertainty has dominated conversations the first half of April, as the back-and-forth tariff announcements have deepened the pause in dealmaking. For the private equity industry…
- Sweden’s bank-dominated real estate market ‘needs’ alternative lenders
In 2022, the Swedish real estate sector was one of several European property markets expected to see significant distress following the rapid rise in borrowing costs. Speculation grew over the fate of companies with huge refinancing needs,…
- How emerging technologies are transforming litigation finance
Innovation and emerging technologies, such as artificial intelligence and legal tech, are transforming the finance industry faster than ever before. In this episode, we present the second instalment of our three-part New Faces of Finance m…
- How specialised can the secondaries market get?
This episode is sponsored by Evercore, Davis Polk and Dawson Partners and first appeared on Secondaries Investor's Second Thoughts podcast The secondaries market sits at a crossroads. Never before have LPs been presented with such an array…
- Mentorship and the future of finance talent
Mentorship is a critical driver of success in finance, especially in Africa, where diverse talent pipelines and investment challenges shape the industry. In this episode, we begin our three-part New Faces of Finance miniseries. Joining us…
- Inside the semi-liquid fund boom
No development has impacted the private equity market over the past year like the rise of semi-liquid and evergreen funds. Semi-liquid/evergreen funds are similar to mutual funds in that investors can buy in one day, sell another day and a…
- The energy transition’s next era
This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs fro…
- Secrets to raising a first-time fund in 2025
What does it take for new teams – first-time GPs and spin-out GPs – to succeed in today’s environment? That's a question we put to Warren Hibbert, founder and managing partner at Asante Capital , a placement agent and advisory firm. Asante…
- NZ Super on why a total portfolio approach can both help and hinder PE portfolios
California Public Employees' Retirement System , the US's largest public pension, last year introduced to its board a radically different method of investing: the total portfolio approach. TPA has already been adopted by multiple sovereign…
- The ‘good boring’ approach to private credit
This episode is sponsored by Golub Capital Private credit has enjoyed massive growth for more than a decade, but there are real questions about what happens when conditions are less favourable. How can lenders that launched during the good…
- Is America’s energy transition safe in Trump’s hands?
This episode is sponsored by Nuveen and Igneo Infrastructure Partners With the American electorate recently handing the White House back to Donald Trump, it seems like an opportune time to unpack what it could all mean for the infrastructu…
- Peeling back the onion on secondaries in 2024 – literally
Please enjoy this crossover episode from Secondaries Investor's Second Thoughts podcast, which recently moved to its own channel. To continue getting new episodes, subscribe at secondariesinvestor.com/podcast or search for Secondaries Inve…
- A golden era for opportunistic lending
This episode is sponsored by Sculptor Capital Management The last 24 months have been a period of uncertainty and volatility in credit markets, with rising inflation and higher interest rates putting borrower capital structures under press…
- Trump, fees on co-investments and how semi-liquids are affecting GP behaviour
Private markets are becoming more accessible to non-institutional investors, as the rise in semi-liquid vehicles this year demonstrates. At the same time, the industry is facing certain potential headwinds or tailwinds, depending on which…
- Aware Super's checklist for emerging managers
Australian superannuation fund Aware Super opened its first overseas office in London last year and has wasted little time deploying capital. The fund, which manages A$170 billion ($110 billion; €105 billion) on behalf of predominantly nur…
- Disruption Matters: Embarking on the next era of value creation
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 the sixth and final episode of this sea…
- Behind the numbers: Elevating transparency in private market valuations and benchmarking
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 solutio…