Claim OwnershipPrivate Markets 360°
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Build a 360° view of the private markets with new and insightful perspectives from industry thought leaders. Join co-hosts Jocelyn Lewis and Chris Sparenberg to hear voices across the alternative investment landscape as our hosts delve into topics across private equity, venture capital, private credit and more.
37 Episodes
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On this episode of Private Markets 360°, Chris Botsford, Co-Founder and Chief Investment Officer at ADM Capital, shares his insights on the private credit market in Asia. He explores his extensive experience in investing in underfinanced SMEs, the importance of ESG principles, and the critical role of local relationships in navigating diverse jurisdictions. Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Chris Botsford, ADM Capital Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence
Jeff Collins, Managing Partner at Cloverlay, joins our hosts to discuss the concept of adjacent private markets and the unique investment strategy at Cloverlay. Jeff shares insights into how the firm sources its investments, what data is analyzed when looking at new opportunities, and how to achieve private equity returns.
Robert Stark, CEO of Nomura Capital Management, joins our hosts to talk about how banks are generating revenue from their private credit relationships and share insights into the growing private debt business within Nomura.
Greg Turk, CIO of NG4 Capital, joins the podcast to discuss asset allocation and ways to navigate market volatility, drawing on his experience of 20 years with the Teachers' Retirement System of the State of Illinois as well as his new role with a family office.
Ron Kahn, Managing Director at Lincoln International, joins our hosts to delve into the genesis of the Lincoln Private Markets Index and Quarterly Report, and shares his thoughts on evolving market dynamics and valuation practices, including those for private credit.
Ray Carey, Head of NextLevel Operations at Level Equity, joins our hosts to discuss the strategies needed to drive value creation for portfolio companies throughout all stages of their maturity. These strategies include partnering with function specific experts, outlining key metrics to leverage team strengths, establishing peer networks to implement best practices, and utilizing qualitative data to ensure that the right expertise is focused on driving value creation, efficiencies, and growth.
Ken Onorio, Senior Principal, Chief Financial and Chief Operating Officer of Eaglepoint Credit, joins Jocelyn and Chris on this episode. They discuss key aspects for building an ideal culture for team success and operational scalability. They include the importance of partnering with reliable third-party providers, learning from early experiences that build foundational skillsets to thrive in the financial services industry, encouraging an atmosphere of support, and building trusted relationships that empower growth. All data included herein is as of November 30, 2023.
Sven Gralla, Senior Associate of Hauck Aufhäuser Lampe Privatbank AG, joins Jocelyn and Chris on this episode of the podcast. They discuss the main differences between the European and American private markets, the driving forces for those differences, and how those factors affect decision-making from a private credit fund of fund managerial perspective. Sven also speaks specifically on the German managerial landscape and investing dynamics.
Our very own President of S&P Global Market Intelligence joins Jocelyn and Chris on the podcast to discuss how we best serve private markets industry participants. With the end of the year in sight, Adam dives into the themes that drove industry activity in 2023 and what he expects to see in the market in 2024.
Maggie Arvedlund, CEO and Managing Partner of Turning Rock Partners, joins Jocelyn and Chris on this episode of the podcast. They discuss the growth of private credit as an asset class and the impact of decreased M&A activity and increased macroeconomic turmoil. Maggie also speaks to the challenges and opportunities that exist as an emerging fund manager vying for capital allocations.
In this episode, Jocelyn and Chris are joined by Jad Stella, Senior Director of Private Investments at Cambridge Associates. Together they examine the data at the foundation of Cambridge Associates' benchmarks, their most common use cases, and the risk and returns that drive differentiation between private investment strategies.
In this episode, Ramki Muthukrishnan from S&P Global Ratings joins Brandon and Jocelyn to talk about what is driving demand for middle market CLOs and the growth in direct lending. Ramki, an expert on leveraged finance, discusses the difference between credit estimates and corporate ratings, why credit estimates are important for CLO managers, and which sectors are growing the fastest in the middle market. Stay in touch: Subscribe to the Private Markets 360 newsletter.
In this episode, Michael Robinet from S&P Global Mobility joins the podcast to talk about how private capital is driving investment in the electric vehicle transition. Michael, an expert on light vehicle market dynamics and supplier strategy, discusses where investors are finding value in the rapid technology and production shift toward EVs. Check out the latest EV trends and discover how many EVs sold last month by country at https://spglobal.com/evs Subscribe to the Private Markets 360 newsletter: www.spglobal.com/PrivateMarkets360
In this episode, Brandon and Jocelyn speak with Nick Fox, Data and Systems Manager at AEA Investors. They discuss the continuing digital transformation of private equity portfolio management, and Nick talks about his experience in creating and scaling effective technology systems. Subscribe to the Private Markets 360 newsletter: www.spglobal.com/PrivateMarkets360
In this episode, Brandon and Jocelyn speak with Josh Green, the Co-Founder and Chief Operating Officer of Novata, an ESG solution provider with a focus on the private markets. Together they explore where private equity and venture capital are in the sustainable investing adoption lifecycle. Stay in touch: Subscribe to the Private Markets 360 newsletter: https://pages.marketintelligence.spglobal.com/Private-Markets-360-Newsletter-Home-Page.html Subscribe to the Novata Newsletter: https://learn-more.novata.com/newsletter
ESG, a mainstay in the public markets, has also become a key element within the private markets. In this episode, Brandon and Jocelyn discuss the drivers for strong ESG practices within private equity. We also touch on sound frameworks for creating an ESG strategy and how to determine whether your strategy is driving the desired results.
In this episode of Private Markets 360°, we welcome David Fann, Partner, Senior Managing Director and Head of Investor Relations at VSS Capital Partners, to explore the evolution of structured capital, the unique needs of lower middle market businesses, and how VSS is helping entrepreneurs unlock value and scale through flexible creative capital solutions. Drawing on 30 years of experience across private equity, credit, real assets and real estate, David shares his perspective on building resilient companies, adapting to economic and geopolitical challenges, and the future of investor relations. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: David Fann, VSS Capital Partners Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence
In this episode of Private Markets 360°, we welcome Mark Sotir, president of Equity Group Investments, to discuss the firm's flexible investment approach and how its operational expertise drives long-term value creation. Mark shares insights on EGI's strategy for scaling businesses into multi-billion-dollar enterprises, the importance of understanding your audience when seeking investment, and why risk management and strong leadership are crucial for sustainable growth in the dynamic world of private markets. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Mark Sotir, Equity Group Investments Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence
In this episode of Private Markets 360°, we welcome Adam Kanter, partner in the Investment Management practice group at Mayer Brown. With over 17 years of experience, Adam specializes in regulatory compliance, advising US and non-US investment advisors and firms on a range of issues, including recent SEC marketing rule changes. He discusses the fundamentals of regulatory compliance and how new developments are shaping the investment management industry. Credits: Host/Author: Christina McNamara and Jocelyn Lewis Guests: Adam Kanter, Mayer Brown Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence
In this episode of Private Markets 360°, we welcome Chaney Sheffield and Jonathan Barzideh, Co-Heads of Opportunistic Credit at Canyon Partners, a leading global alternative investment manager. With extensive experience across sectors, they discuss the fundamentals of opportunistic credit and how it is creating new avenues for investors. Credits: Host/Author: Christina McNamara and Jocelyn Lewis Guests: Chaney Sheffield and Jonathan Barzideh, Canyon Partners Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence
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