RPM - Reflections on Private Markets

Nov 05 2024 47 ep. 18 mins 15
RPM - Reflections on Private Markets Podcast artwork

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

  Business  News
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


RPM—46 | Inside the private equity co-investment market with Geoffrey Dolan

Nov 05 2024 15 mins  
In this episode of RPM, Geoffrey Dolan, a partner on our Private Equity team in New York, joins co-host Anna Marcus to break down the competitive dynamics of the private equity co-investment market. They cover: Our GP survey (1:43); What’s driving deal flow (5:58); Co-investments' value-add (7:29); Potential challenges for LPs (11:46); How LPs can stand out (13:24); and Strong c

RPM—45 | Investing in climate solutions with Bhavika Vyas and Julio Friedmann

Sep 17 2024 21 mins  
In this episode of RPM, Bhavika Vyas, Managing Director and member of StepStone’s Private Equity team, and special guest Julio Friedmann, Chief Scientist, Carbon Direct, join co-host Maribel Yoo to revisit the conversation on energy transition investing. They evaluate the impact of the Inflation Reduction Act (IRA) two years post-enactment, highlighting advancements in climate so

RPM—44 | New frontiers in infrastructure with Simon Beer

Sep 04 2024 17 mins  
In this episode of RPM, Simon Beer, Partner, Infrastructure & Real Assets, joins co-host Michael Venne to discuss trends that are redefining the infrastructure landscape. They cover: What’s happening in data (3:11); Energy transition definition (6:58); The investment landscape (9:04); Why to invest now (11:35); Infra as an inflation hedge (15:17) See omnystudio.com/listener

RPM—43 | The emergence of Responsible AI with Suzanne Tavill

Aug 02 2024 20 mins  
In this episode of RPM, Suzanne Tavill, Partner and Head of Responsible Investment joins co-host Michael Venne to discuss the potential of Responsible AI and how private markets may influence its development. They cover: What is Responsible AI (2:16); Its relationship with ESG (5:43); Classifying risks (7:58); The value creation chain (13:03); and How commercial harm can manifest

RPM—42 | Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic

Jun 11 2024 13 mins  
In this episode of RPM, Richard Schmidt, Senior Analyst, Private Debt, and Jovan Samardzic, Managing Director, Private Debt Research, join co-host Michael Venne to discuss the state of the private debt market. They cover: The relative value of private debt (2:12); The impact of higher interest rates (4:42); How middle-market companies are performing (6:57); What’s ahead for defa

RPM—41 | Spring 2024 Real Estate House Views with Jeff Giller and Margaret McKnight

Jun 07 2024 13 mins  
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Spring 2024 House Views on the state of the real estate market. They cover: Updates from our Fall House Views (1:38); Opportunities in non-core assets and distressed properties (2:4

Real estate secondaries with Jeff Giller and Margaret McKnight

Feb 15 2024 17 mins  
In this episode of RPM, co-host Maribel Yoo hands the mic to Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, to interview Jeff Giller, Partner Head of StepStone Real Estate, about our recent whitepaper, Bull market for real estate secondaries. They discuss: Why it is a bull market for RE secondaries (01:22); Comparing GP- and LP-led secondaries (06:50);

Uncovering hidden value in European private equity with Akhilan, Thomas and Carlos

Feb 09 2024 19 mins  
In this episode of RPM, Akhilan Nesaratnam, Thomas Dupont and Carlos Sahuquillo from our private equity team in London join co-host Michael Venne to discuss Europe’s private equity landscape. The conversation surrounds common misconceptions about Europe’s investment opportunities, unpacking four key European sectors and the topics of our recent papers: European small and middle

Unlocking infrastructure’s Middle Market with Todd Lapenna and Sean Ebsary

Jan 22 2024 13 mins  
In this episode of RPM, Todd Lapenna and Sean Ebsary from our infrastructure team, join co-host Michael Venne to discuss infrastructure’s middle market following the release of our recent whitepaper, Infrastructure’s Middle Market: An emerging opportunity. They touch on topics including: Infrastructure’s rapid two-decade growth (1:55); Infra's performance as an inflation h

Fall 2023 Real Estate House Views with Jeff Giller and Margaret McKnight

Nov 23 2023 12 mins  
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2023 House Views on the state of the real estate market. They cover: Updates from our Spring House Views (1:49); Impact from liquidity constraints (5:15); Property trading volume (6:52);