Private Markets 360° (S&P Global)
Explore every episode of Private Markets 360°
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| 31 Oct 2024 | Unlocking Value in Investment Grade Private Credit (with Neil Odom-Haslett, Head of Private Credit and Commercial Real Estate Lending at abrdn) | 00:28:52 | |
Neil Odom-Haslett, Head of Private Credit and Commercial Real Estate Lending at abrdn, joins our hosts to explore the realm of investment grade private credit, including both corporate credit and commercial real estate debt. Neil also discusses his professional journey and how ESG factors into abrdn’s investment thesis.
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Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis
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| 19 Dec 2024 | Navigating the New Frontier: Insights into Alternative Credit (with Joel Holsinger, Partner, Portfolio Manager and Co-Head of Alternative Credit at Ares Management) | 00:38:14 | |
Joel Holsinger, Partner, Portfolio Manager and Co-Head of Alternative Credit at Ares Management, joins our hosts to share insights into the dynamic field of alternative credit, where he has been investing for over 27 years. In addition to his professional journey, he also discusses his commitment to charitable contributions within the global health and education sector. More S&P Global Content:
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| 28 Feb 2025 | Strategies for Success in the Middle Market (with Liz Campbell, Chief Investment Officer of Portfolio Advisors) | 00:23:27 | |
Liz Campbell, Chief Investment Officer of Portfolio Advisors, joins our hosts to discuss strategies for success in middle market investing. She emphasizes the importance of fundraising discipline and the evolving landscape of real estate investments, highlighting niche areas that are gaining traction. More S&P Global Content:
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| 22 Feb 2024 | Private Equity Value Creation (with Ray Carey, Head of the Operating Partner Team [NextLevel Operations] at Level Equity) | 00:20:39 | |
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. | |||
| 25 Apr 2024 | From a Public Pension Plan to a Family Office: Experiences of an LP CIO (with Greg Turk, CIO of NG4 Capital) | 00:28:50 | |
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. | |||
| 25 Apr 2023 | Finding efficiency with technology (with Nick Fox of AEA Investors) | 00:29:31 | |
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 | |||
| 31 Aug 2023 | Diving into credit estimates for middle market CLOs (with Ramki Muthukrishnan of S&P Global Ratings) | 00:21:23 | |
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. | |||
| 30 Oct 2023 | The U.S. Private Credit Market (with Maggie Arvedlund of Turning Rock Partners) | 00:18:54 | |
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. | |||
| 26 Sep 2024 | European Credit Opportunities (with Christophe Rust, Co-head of European Credit Opportunities at Ninety One) | 00:22:35 | |
Christophe Rust, Co-head of European Credit Opportunities at Ninety One, joins our hosts to discuss his perspective on the development of the credit market and growth of private credit in Europe. In this episode, we explore Christophe’s journey throughout the world of finance, the challenges and opportunities he sees in today’s market, as well as his vision for the future of European credit. Private credit will be a major topic at our Interact conference in New York on October 15th and 16th. We hope you can join us to hear more about the latest trends in private markets. Click here to learn more and register.
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| 25 Jan 2024 | The Importance of Culture in Building and Scaling Successful Teams – Operational Focus (with Ken Onorio Senior Principal, Chief Financial and Chief Operating Officer, Credit Management) | 00:16:52 | |
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. | |||
| 05 Dec 2024 | Transforming Wealth Management: The Impact of Private Markets on RIAs (with Brett Hillard, CIO of GLASfunds) | 00:35:00 | |
Brett Hillard, Chief Investment Officer at GLASfunds, joins our hosts to explore the impact of democratizing private markets via the registered investment advisor (RIA) universe in the latest episode of our Private Markets 360° podcast. Brett provides insights into how RIAs can leverage alternative investments to enhance their offerings and cater to the evolving needs of their clients. More S&P Global Content:
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| 07 Dec 2023 | Powering the Global Private Markets (with Adam Kansler of S&P Global Market Intelligence) | 00:18:31 | |
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. | |||
| 21 Dec 2023 | European Private Markets – Fund of Fund Perspective (with Sven Gralla of Hauck Aufhäuser Lampe Privatbank AG) | 00:21:11 | |
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. | |||
| 30 Aug 2024 | Staking Claims - Inside the Business of GP Stakes (with Anthony Maniscalco, Managing Partner and Head of Strategic Capital Group at Investcorp) | 00:24:48 | |
Anthony Maniscalco, Managing Partner and Head of Strategic Capital Group at Investcorp, joins our hosts to discuss the dynamic realm of GP stakes. In this episode, we explore Anthony’s professional journey into GP stakes investments, how Investcorp operates in this area, and advice for newer entrants into private markets. Don’t miss our Interact conference in New York on October 15-16! The first day will be dedicated to developments in private markets, with speakers from KKR, Cambridge Associates and others. Register now.
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| 25 Jul 2024 | Beyond the Mainstream: Understanding Unconventional Investments | 00:29:09 | |
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. | |||
| 21 Jun 2024 | Exploring the Versatility of Private Credit (with Robert Stark, CEO of Nomura Capital Management) | 00:23:04 | |
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. | |||
| 16 Jun 2023 | Investing in the electric vehicle era (with Michael Robinet of S&P Global Mobility) | 00:20:13 | |
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 | |||
| 06 Feb 2023 | ESG maturity in private markets (with Josh Green of Novata) | 00:27:44 | |
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 | |||
| 21 Sep 2023 | Benchmarking private investment performance (with Jad Stella of Cambridge Associates) | 00:29:42 | |
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. | |||
| 30 Jan 2025 | The Expanding Role of Growth Equity: Brad Bernstein, Managing Partner, FTV Capital | 00:33:10 | |
Brad Bernstein, Managing Partner at FTV Capital, joins our hosts to discuss the importance of growth equity at a time when many companies are choosing to stay private for longer. He also speaks about FTV Capital’s recent successful fundraising rounds, expansion into Europe and his own professional journey. | |||
| 21 Mar 2024 | Private Markets Valuation Insights (with Ron Kahn, Managing Director at Lincoln International) | 00:27:43 | |
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. | |||
| 08 Nov 2022 | Coming Soon: Private Markets 360* | 00:01:23 | |
Are you ready for a 360-degree view of the private markets? Join co-hosts Brandon Newland, Director of Private Markets Product Development at S&P Global Market Intelligence, along with Jocelyn Lewis, Managing Director and head of private debt commercial strategy for software and services solutions at S&P Global Market Intelligence. Hear from voices across the alternative investment landscape as our hosts delve into topics across private equity, venture capital, private credit, and more. | |||
| 01 Dec 2022 | The role of ESG in Private Equity | 00:28:11 | |
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. | |||