Private Markets 360°

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

Rich Carson (Managing Director, Private Investments, Cambridge Associates) and Jerry Smith (Private Markets Product Strategy Lead, Mercer) join our hosts to discuss a new private markets collaboration between their firms and S&P Global. They explain how this initiative will improve the communication between GPs and LPs and support decision-making, by enhancing the sharing of performance data. Rich and Jerry also share their thoughts on the evolution of the private investment industry. More S&P Global Content:  Software, services & solutions to power growth in the Capital Markets [Blog] As LP-GP relations evolve, the need for a clearinghouse of data is increasing Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Rich Carson, Cambridge Associates and Jerry Smith, Mercer Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence   FOR INSTITUTIONAL INVESTOR USE ONLY. The information contained in this video is provided for educational and illustrative purposes only and is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change without notice. The material was prepared without regard to specific objectives, financial situation or needs of any investor. Reliance upon information in this video is at the sole risk and discretion of the viewer.

Jacob Miller, Co-Founder and Chief Solutions Officer at Opto Investments, joins us on Private Markets 360° to share his insights into the current landscape of private markets. Jacob discusses macroeconomic trends, deal flow management, and the transformative role of AI in private equity. More S&P Global Content:  [Blog] AI’s role in the private markets data analytics revolution [Blog] How private equity can harness AI Credits:  Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Jacob Miller, Opto Investments Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

Pooja Goyal, Partner and Chief Investment Officer of the Infrastructure Group at Carlyle, joins our hosts to share her extensive experience in infrastructure investing and the energy transition. Pooja discusses the significance of Copia Power, a company built and developed by Carlyle, and her firm’s work on the JFK International Terminal Project. Pooja also explores the rapid growth of digital infrastructure while reflecting on her inspiring professional journey from investment banking to leading Carlyle's infrastructure efforts.   More S&P Global Content:  Scale up for success in private markets with data, valuations, software & services Credits:  Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Pooja Goyal, Carlyle Editor: Patrick Moroney Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

Howard Sharp, Chairman and Co-Head of Direct Lending at Alcentra, shares his 35 years of credit market expertise. He delves into the evolving landscape of European direct lending, emphasizing the importance of relationships with private equity sponsors. The conversation highlights investment preferences in resilient sectors like healthcare and digital transformation. Sharp also discusses the implications of changing interest rates on valuations and future mergers and acquisitions, forecasting growth opportunities in this dynamic market.

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: New White Paper: Overcoming Fractured Data Chains and Achieving Operational Brilliance in Private Markets Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Liz Campbell, Portfolio Advisors Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

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.

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: New White Paper: Overcoming Fractured Data Chains and Achieving Operational Brilliance in Private Markets Calling all private equity, venture capital and limited partner professionals to participate in our 2025 Private Equity and Venture Capital Outlook survey! Share your thoughts on private markets sentiment and trends you anticipate over the next 12 months across deal activity, investment strategies, fundraising conditions, technology adoption and more. Results will be available via our outlook report published in Q1 of 2025. Take the survey now:  Annual Private Equity and Venture Capital Outlook Survey Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Joel Holsinger, Ares Management Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

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: New White Paper: Overcoming Fractured Data Chains and Achieving Operational Brilliance in Private Markets Calling all private equity, venture capital and limited partner professionals to participate in our 2025 Private Equity and Venture Capital Outlook survey! Share your thoughts on private markets sentiment and trends you anticipate over the next 12 months across deal activity, investment strategies, fundraising conditions, technology adoption and more. Results will be available via our outlook report published in Q1 of 2025. Take the survey now:  Annual Private Equity and Venture Capital Outlook Survey   Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Brett Hillard, GLASfunds Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

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.   More S&P Global Content: The capital markets’ most complex problems, solved. Calling all private equity, venture capital and limited partner professionals to participate in our 2025 Private Equity and Venture Capital Outlook survey! Share your thoughts on private markets sentiment and trends you anticipate over the next 12 months across deal activity, investment strategies, fundraising conditions, technology adoption and more. Results will be available via our outlook report published in Q1 of 2025. Take the survey now: Annual Private Equity and Venture Capital Outlook Survey Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Neil Odom-Haslett, abrdn Producer: Georgina Lee www.spglobal.com