Spotlight: A PEI Podcast

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”, despite the headwinds of a revolution in tech, geopolitics and global markets.

In this first episode, we set the stage by acknowledging the unique pressures of the moment, as well as what they have ...

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 trillion over the preceding five years. While still a record high for the industry, the level of year-on-year growth is a departure from prior iterations.

On average, the PEI 300 grows by 11 percent 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 regional banks – have stepped back, opening space for private credit providers to play a larger role.

As a looming wave of loan maturities approaches, participants are preparing for both stress an...

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 advances in artificial intelligence, which have turned data centres into arguably the hottest investment in infrastructure at the moment. The sector also includes fibre and towers, both of which are al...

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 talking to three 2025 honorees about the changes they are making at their respective firms.

Joining us are Dorothy Walter, partner and CFO at Alpine Investors; Pete Keenan, vice president of fina...

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, the trade war adds unwelcome distractions to an industry already grappling with challenges including lower distributions, higher interest rates, a difficult fundraising environment, consolidatio...

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, and it appeared to be a moment for non-bank lenders to provide an alternative source of debt.

Sweden’s policy rate is now among the lowest in Europe, while a material recovery in real estate tran...

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 miniseries.

Joining us is Louisa Klouda, founder and CEO of Fenchurch Legal, who shares her perspective on how innovation is driving transformation in the litigation finance industry, and what uniq...

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 of different liquidity offerings to back. There are specialised secondaries funds focusing on healthcare, on impact investing, on real assets in Asia or on acquiring direct minority equity stakes...

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 is Doris Odit Achenga, founder of Odit Frontier Partners, who shares her insights on fostering emerging talent, navigating investment landscapes and the role of mentorship in building a sustainabl...

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 access a seeded portfolio from the moment capital is invested.

GPs seemed to launch some kind of semi-liquid fund on a weekly basis last year, with ICG, Pantheon, Coller Capital and Ardian being ex...

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 from the incoming Trump Administration. Distributed energy and behind-the-meter power generation are promising, but there are persistent structural obstacles, especially around microgrids. Meanwhile,...

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 has raised capital for firms including GRO Capital, eevolve, Maguar Capital Partners and Artá Capital. The firm was the second-most active placement agent for private equity emerging manager capit...

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 investors around the world, including Australia's Future Fund and the New Zealand Superannuation Fund.

In this episode, PEI Group Hong Kong bureau chief Alex Lynn sits down with Doug Bell, investm...

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 times continue to succeed when the market changes?

David Golub of Golub Capital knows from experience. Golub Capital was founded 30 years ago and has performed well in all kinds of market conditi...

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 infrastructure asset class – in particular, the US commitment to renewables and the energy transition. Trump is, after all, the man who previously removed the world’s largest economy from the Paris Climate Ac...

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 Investor's Second Thoughts wherever you like to listen.

It's common to peel back the onion on key events and trends seen across financial markets. As the secondaries market heads for what is predicted...

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 pressure and making it difficult for lenders to price risk.

These headwinds have proven challenging for mainstream lenders. But for opportunistic credit investors, it has provided a window to unlock at...

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 region you're based in, as law firm Dechert's 2025 Global Private Equity Outlook survey has found.

In this episode, partners Sabina Comis and Chris Field sit down with Private Equity International...