Private Markets 360°

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, joins our hosts on the latest episode of Private Markets 360° to share his insights on the evolving private credit landscape. With over 35 years of experience in the credit markets, Howard discusses the significance of relationships in the industry and what the future holds for private markets. More S&P Global Content:  Scale up for success in private markets with data, valuations, software & services Blog: Unlock the Benefits of Automating your Direct Lending Workflow Blog: Optimizing Credit Risk Management: Modelling Techniques for Asset-Based Lending  Blog: Best Practice Risk Management for Private Credit  Case Study: A Global Private Credit Firm Strengthens Risk Assessment with Advanced Climate Analytics Credits:  Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Howard Sharp, Alcentra Producer: Georgina Lee www.spglobal.com www.spglobal.com/market-intelligence

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 Credits: ·       Host/Author: Chris Sparenberg, Jocelyn Lewis ·       Guests: Brett Hillard, GLASfunds ·       Producer: Georgina Lee www.spglobal.com

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. Credits: ·       Host/Author: Chris Sparenberg, Jocelyn Lewis ·       Guests: Neil Odom-Haslett, abrdn ·       Producer: Georgina Lee www.spglobal.com

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.   More S&P Global Content: Click here to register for Interact 2024 The capital markets' most complex problems, solved.   Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Christophe Rust, Ninety One Producer: Nicholas Hamilton, Georgina Lee www.spglobal.com  

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, Blackstone, Cambridge Associates and others. Register now.    More S&P Global Content: Click here to register to Interact 2024   Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Anthony Maniscalco, Ninety One Producer: Nicholas Hamilton, Georgina Lee www.spglobal.com

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.

Robert Stark, CEO of Nomura Capital Management, joins our hosts to talk about how banks are generating revenue from their private credit relationships, and shares insights into the growing private debt business within Nomura.

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.

Ron Kahn, Managing Director at Lincoln international, joins our hosts to delve into the genesis of the Lincoln Private Markets Index and Private Markets Perspectives Quarterly Report, offering valuable insights into evolving valuation and the market dynamics poised to shape them over the near future.

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.

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.

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.

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.

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.

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.

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.

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

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

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

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.

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.