Private Markets 360°
S&P Global
Build a 360° view of the private markets with new and insightful perspectives from industry thought leaders. Join co-hosts Jocelyn Lewis and Chris Sparenberg to hear voices across the alternative investment landscape as our hosts delve into topics across private equity, venture capital, private credit and more.
Episodes
Mentioned books
Mar 21, 2024 • 28min
Private Markets Valuation Insights (with Ron Kahn, Managing Director at Lincoln International)
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.
Feb 22, 2024 • 21min
Private Equity Value Creation (with Ray Carey, Head of the Operating Partner Team [NextLevel Operations] at Level Equity)
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.
Jan 25, 2024 • 17min
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)
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.
Dec 21, 2023 • 21min
European Private Markets – Fund of Fund Perspective (with Sven Gralla of Hauck Aufhäuser Lampe Privatbank AG)
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.
Dec 7, 2023 • 19min
Powering the Global Private Markets (with Adam Kansler of S&P Global Market Intelligence)
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.
Oct 30, 2023 • 19min
The U.S. Private Credit Market (with Maggie Arvedlund of Turning Rock Partners)
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.
Sep 21, 2023 • 30min
Benchmarking private investment performance (with Jad Stella of Cambridge Associates)
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.
Aug 31, 2023 • 21min
Diving into credit estimates for middle market CLOs (with Ramki Muthukrishnan of S&P Global Ratings)
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.
Jun 16, 2023 • 20min
Investing in the electric vehicle era (with Michael Robinet of S&P Global Mobility)
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
Apr 25, 2023 • 30min
Finding efficiency with technology (with Nick Fox of AEA Investors)
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
