Critical thinking

147 Episodes

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Sports investing: trends, opportunities, and market perspectives

2026-09-1828:32

Global sport is fast emerging as a compelling new asset class for institutional investors. In this episode of Critical Thinking, host Teena Jilka speaks with Alastair Seaman, Managing Director at KKR and a member of the Arctos sports investment business, part of KKR solutions, to explore what’s fuelling growing investor interest — and where the opportunities may lie. From North American leagues and European football to Formula One, they unpack why premium sports franchises are attracting atte...

Managing legacy private market assets: Turning complexity into opportunity

2026-09-1615:46

Managing inherited legacy private market portfolios is increasingly complex as allocations grow across private equity, credit, real estate, and infrastructure. This episode looks at the hidden operational and liquidity burden of these assets and outlines decision frameworks to hold, sell, or restructure, emphasizing proactive planning, strong execution, clear governance, and tailored solutions aligned to long-term objectives. Capital at Risk. This content was recorded in August 2026. The vi...

Leadership, Building Enduring Businesses & Private Markets | In conversation with Jon Gray, President and COO of Blackstone

2026-09-0717:54

In the first episode of CEO Perspectives under our new Marsh brand, Mick Dempsey, President of Investments and Retirement, speaks with Jon Gray, President & COO of Blackstone, about the leadership principles that have shaped one of the world's largest alternative asset managers. Their conversation explores the evolution of private markets, the growing role of private capital, navigating technological disruption, and how investors can seek to position for long-term opportunities in a...

Secondaries on the main stage: Opportunity, alignment and the future of private markets

2026-08-2517:39

Liquidity has always been a consideration in private markets — but the way investors manage it is changing. In this episode of Critical thinking, Teena Jilka is joined by Mike Forestner and Benjamin Baumann to explore the rise of GP-led secondaries and continuation vehicles. They discuss what is driving the structural growth of the secondaries market, how continuation vehicles work and why alignment and governance matter, what disciplined underwriting looks like in practice, and how investors...

Accountability at the table: The role of the investment committee

2026-08-0721:39

In this episode of Critical thinking, Eimear Walsh, European Head of Investments, is joined by Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, and Michael Curtin, Senior Investment Consultant at Mercer, to explore why the investment committee is often the point where governance becomes real and where investment culture can be most visible. The conversation unpacks the investment committee’s role in turning purpose, strategy and risk appetite int...

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