Secondaries Investor’s Second Thoughts

PEI Group
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Oct 2, 2024 • 9min

Ardian’s Colas on the potential for secondaries growth in 2024

This episode originally aired on January 2, 2024 In this episode, Ardian's co-head of secondaries and primaries Vladimir Colas makes a bold prediction for the secondaries market: the first private equity fundraise to breach the $30 billion mark will be a secondaries vehicle. LP portfolios being brought to market are only growing in size, and if they could, sellers would be offloading even larger portfolios. However, secondaries activity is still constrained by the amount of capital available to deploy into these transactions. Colas sat down with senior reporter Madeleine Farman to discuss how large the secondaries market could become in the near future, as well as how many new entrants Ardian expects to break into the secondaries market in 2024 and beyond.
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Oct 2, 2024 • 19min

Behind Q1-Q3’s best-ever secondaries fundraising figures

This episode originally aired on November 1, 2023 Secondaries funds investing in private equity opportunities that held their final close between January and the end of September raised $67.69 billion – a 168 percent jump on the same period last year and 46 percent more than the previous record of $46.44 billion raised in Q1-Q3 2020. In this episode, senior reporter Madeleine Farman and senior editor Adam Le dig further into the numbers to discuss whether 2023 could be a record year for secondaries fundraising; whether the secondaries market will continue to grapple with an under-allocation issue; and whether coffers are beginning to fill versus the opportunities that are out there in the market.
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Oct 2, 2024 • 31min

Strategic Partners’ Perry on the state of the market and career lessons learned

This episode originally aired on September 1, 2023 In this episode, the spotlight is on our yearly ranking of the top secondaries firms globally. Blackstone Strategic Partners has topped this year's SI 50 ranking published by Secondaries Investor and Private Equity International, raising $51.3 billion across funds that closed between 1 January 2018 and 30 June 2023. Senior reporter Madeleine Farman speaks with global head Verdun Perry, discussing the state of the secondaries market, what Strategic Partners is looking for in opportunities currently, and some of the key moments across Perry's career.
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Oct 2, 2024 • 16min

Which advisers stood out from the crowd?

This episode first aired June 30, 2023 Senior reporter Madeleine Farman and senior editor Adam Le discuss the key findings underpinning Secondaries Investor's Advisory Survey 2023 and Law Firm Survey 2023.
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Oct 2, 2024 • 27min

What’s making the GP-led market tick

This episode first aired on April 26, 2023 Presenting the second instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.
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Oct 2, 2024 • 12min

How the secondaries market fared in 2022

This episode first aired on February 8, 2023 Presenting the first instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.
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Oct 2, 2024 • 2min

Secondaries Investor's Second Thoughts trailer

Secondaries Investor's Second Thoughts podcast focuses exclusively on private markets' burgeoning secondaries market, which is offering liquidity to its underlying illiquid asset classes. Hear analysis from Secondaries Investor's global team of journalists and interviews with the market's most influential players and rising stars discussing the dynamics shaping this ever-evolving area.

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