最高の Market Conversations ポッドキャスト (2024)

1
Scoping Out Secondaries with Portfolio Advisors' Liz Campbell 40:00

14d ago40:00

40:00

In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private asset manager specializing in the US middle market. Together with its parent company FS Investments, Portfolio Advisors manages over $82 billion in assets, giving Liz unparalleled insights into today’s private market lands…

1
Five Signs Your Portco Isn’t Ready for an Exit 29:04

28d ago29:04

29:04

A poorly managed exit process can erode value, and in the worst cases, a portfolio company that isn’t prepared to start that process can kill a deal. Tony Esposito, managing director of private equity and venture capital at Consero, and Josh Welk, founder and managing partner at Full Guard Capital, discuss the indicators that show a portfolio compa…

1
Headlines, Headlines, Headlines with Ares’ Kipp deVeer 30:14

1M ago30:14

30:14

This is a special episode that we recorded live at Proskauer’s flagship Private Credit Summit, part of its private capital event series. More than 200 capital allocators, lenders and investors joined us for an afternoon of lively discussion about private credit, fund formation and other hot topics. A highlight of the event was this conversation wit…

1
How Can a CFO Add Value in a PE-Backed Exit Process? 22:22

2M ago22:22

22:22

The CFO role has evolved greatly in recent decades, and perhaps even more so within private equity-backed companies. Tom Pierce, managing director of the CFO advisory services arm of Consero Global, and Jason Adams, principal at BV Investment Partners, an investor in Consero, join the podcast to share their unique perspectives on how the role has s…

1
Pacing Growth and Maintaining Discipline with Wellington Management’s Shanna O’Reilly 40:54

2M ago40:54

40:54

Welcome back to Private Market Talks! In this episode, we are joined by Shanna O’Reilly, co-head of Private Investments at Wellington Management, one of the world’s largest investment managers. Shanna helped drive the growth of Wellington’s Private Investment platform to where it now manages over $8.5 billion of AUM. During our conversation, we dis…

1
What’s Drawing Private Credit to the TMT Sector 25:22

2M ago25:22

25:22

The outlook for the technology, media and telecom (TMT) sector is bright—and, the experts at WhiteHorse Capital say, full of opportunity for investors. Mark Bernier, WhiteHorse Capital’s managing director, and Peter Gallagher, principal, join the podcast to share their insights into today’s private credit market, trends in the TMT sector, how annua…

1
A CFO’s Perspective on Exit Readiness 19:28

3M ago19:28

19:28

As deal volume begins to recover and business leaders look forward to a falling rate environment, exit preparedness should be top of mind for finance leaders and dealmakers alike. Tom Pierce, managing director of the CFO advisory services arm of Consero Global, joins the podcast to offer a CFO’s point of view on the most important elements to consi…

1
How Forvis Mazars Built a Global Network 28:47

3M ago28:47

28:47

When in June 2024 FORVIS, a top U.S. accounting and advisory firm, combined with Mazars, an international professional services firm, the firms created a unique global network and marked one of the many innovative structural changes accounting firms are implementing to evolve with a changing market. Scott Linch, partner with Forvis Mazars, and Bob …

1
Talking Nuclear Infrastructure Investment with Nano Nuclear 24:25

5M ago24:25

24:25

Government incentives and environmental mandates are expected to attract investors to nuclear energy, and the technological advances and infrastructure upgrades needed to support it. Nano Nuclear Energy’s Jay Yu, founder and chairman, and James Walker, CEO, join the podcast to talk about areas of opportunity in the sector and what’s ahead for nucle…

1
Private Credit with Golub Capital’s David Golub 59:25

5M ago59:25

59:25

In this episode, we are joined by David Golub, President of Golub Capital and one of the first movers in the private credit industry. Since its founding over 30 years ago, Golub Capital has made over $150 billion in loans and won over 40 industry awards. Today, the firm has over $70 billion of capital under management. During our conversation, Davi…

1
Stout’s Rudi Moreno on Value Creation During Long Hold Periods 19:50

5M ago19:50

19:50

Holding periods for private equity buyouts are growing longer, and the longer hold times are changing the way firms approach value creation. Rudi Moreno, managing director in the transaction advisory group at global advisory firm Stout, joins Middle Market Growth Conversations to discuss whether extended holding periods are here for the long haul, …

1
Navigating PE Realization and Structuring Products for Wealthy Individuals with Hg Capital 45:03

6M ago45:03

45:03

In our newest episode of Private Market Talks, we’re joined by Steven Batchelor and Martina Sanow of Hg Capital, one of the largest and most successful private equity firms in the world. Specializing in technology, financial services software, and healthcare software companies in Europe and North America, Hg manages approximately $65 billion in fun…

1
Generative AI, From Theory to Practice with AIx2’s Mohammad Rasouli 45:48

6M ago45:48

45:48

Generative AI is no longer a theoretical technology. It’s here and now, and moving fast. Private funds are moving quickly to figure out how best to use it. During this episode, we explore with Dr. Mohammad Rasouli practical considerations for private funds as they consider how to adopt and implement AI, including issues of risk management, security…

1
The Hedge Fund Platform Model with Crestline’s Caroline Cooley 43:47

7M ago43:47

43:47

In this episode, we’re joined by Caroline Cooley, managing partner and CIO for Crestline Summit Strategies. Caroline joined Crestline in 1998 and has since helped build the firm into a multi-strategy, multi-portfolio and multi-billion-dollar asset manager. During our conversation, we explore Crestline’s “platform model” and how that model allows th…

1
Navigating The Competitive Private Credit Market 20:15

7M ago20:15

20:15

Private credit has been on a rocket ride since the great financial crisis, and the direct lending space has recently become white hot with new entrants joining legacy firms. WhiteHorse Capital’s Chief Credit Officer Javier Casillas and Managing Director Samuel Goldworm join the podcast to discuss how WhiteHorse stays competitive in a crowded market…

1
Powering the AI Revolution with DigitalBridge’s Kyle Colvin 33:55

7M ago33:55

33:55

Digital Infrastructure – the cell towers, data centers, fiber and small cells that power our wireless and mobile data – is one of the fastest growing investment sectors today. New technologies such as 5G and IoT have put increasing demands on what many call the fourth utility and now, comes AI – the most demanding technology yet. As the global econ…

1
Insights on the Mid-Market Lending Outlook with TPG Twin Brook’s Pete Notter 11:08

7M ago11:08

11:08

As we enter the second quarter of 2024, middle-market dealmakers are optimistic about the M&A environment despite continued higher capital costs. Pete Notter, a partner at TPG Twin Brook Capital Partners, joins the podcast to share his insights on the current environment for borrowers and lenders, how the market has shifted compared to 2023 and the…

1
Thinking Different in Direct Lending with Hayfin’s Tim Flynn 37:26

8M ago37:26

37:26

On this episode of Private Market Talks, we’re joined by Tim Flynn, Co-Founder and CEO of Hayfin, an alternative asset manager that has invested €35 billion of capital across more than 470 portfolio companies since its founding in 2009. Over the course of the conversation, we cover a wide range of topics, including the investment principles that ha…

1
Powering Family-Owned Businesses 36:09

8M ago36:09

36:09

Sengal Selassie is the founder and CEO of Brightwood Capital Advisors, a private credit firm with more than $5 billion in assets under management. Brightwood is a unique investor, providing financing to both non-sponsored-backed businesses as well as sponsor-backed companies across the middle market. They also invest in just five distinct industry …

1
The Cybersecurity Risk of Renewables 25:29

8M ago25:29

25:29

Renewable energy M&A has been a hot topic in recent years, with S&P Global Market Intelligence predicting that 2024 will be a banner year for private equity clean energy and renewables dealmaking. Kenny Boyce, CEO of Third Party Cyber Security, joins the podcast to talk about the surprising cybersecurity risks investors need to consider in the rene…

1
Navigating the Geopolitical Supercycle with Tina Fordham 42:07

9M ago42:07

42:07

On this episode of Private Market Talks, we welcome back Tina Fordham, founder of Fordham Global Foresight. We last spoke with Tina about a year ago in Season 1 Episode 5, in which she discussed how investors are faced with a very different geopolitical landscape today than has existed over the past 30 years, and how investors have had to raise the…

1
Discussing the Demand for Sustainable Fashion with Wearwell's Erin Houston 22:53

9M ago22:53

22:53

Sustainable fashion is a rapidly growing market, but conscious consumers struggle amidst the dominance of fast fashion and the ubiquity of greenwashing. Erin Houston, co-founder and CEO of Wearwell, joins the podcast to discuss how her company helps consumers make informed ethical purposes, their rapid growth trajectory and why investors should kee…

1
Consulting the Crystal Ball with WhiteHorse Capital 21:53

10M ago21:53

21:53

After the ups and downs of 2023, the M&A market has been widely predicted to see a return to normal in 2024—but not everyone agrees with that assessment. Stuart Aronson, executive managing director and CEO of WhiteHorse U.S., and Pankaj Gupta, president of WhiteHorse U.S. and global head of origination, join the podcast to share their predictions a…

1
Delivering Dividends: Investing in Accounting Firms 34:05

10M ago34:05

34:05

Since 2020, private equity firms and accounting firms have experienced a mutual attraction with multiple deals making their way to the finish line, and experts say that trend is likely to continue. Allan Koltin, CEO of Koltin Consulting Group, joins the podcast to discuss why accounting firms are transforming, how acquirers can determine which acco…

1
Discussing the Aerospace And Defense Sector with Michael Richter 16:50

12M ago16:50

16:50

From naval ship repair to commercial aircraft engine machinery, the aerospace and defense supply chain is ripe with strong acquisition targets for dealmakers. Michael Richter, managing director and global head of Lazard’s Aerospace & Defense investment banking group, joins the Middle Market Growth Conversations podcast to explore these M&A opportun…

1
Managing Wildfire Risk with AI 16:04

12M ago16:04

16:04

As demand for electricity continues to rise, energy companies are facing growing pressure to mitigate wildfire risks associated with aging utility infrastructure. Managing vegetation around utility infrastructure plays an increasingly important role in both keeping the lights on and keeping fires snuffed. Kaitlyn Albertoli, CEO and co-founder of Bu…

1
GF Data Report: Q3 Shows Valuations Rebounding 8:08

12M ago8:08

8:08

Those who remember the dark tone of the numbers from the second quarter may be happy to hear that there are signs that the M&A market is starting to revive as we closed the third quarter. Bob Dunn, the managing director of GF Data, an ACG company, joins Middle Market Growth Conversation podcast for the third installment in an ongoing series where w…

1
Private Equity Fundraising with Asante Capital’s Fraser van Rensburg 35:14

1y ago35:14

35:14

Private equity was on fire globally, at least until 2023. Fundraising targets got ever larger and deal activity was on a roll. So, what changed and what can both investors and managers expect for 2024? In this episode of Private Market Talks, we speak with Fraser van Rensburg, Co-Founder and Managing Partner of Asante Capital. Fraser explains the c…

1
Designing a Platform for Private Company Secondaries with Nasdaq Private Market’s Tom Callahan 42:34

1y ago42:34

42:34

As growing companies delay IPOs or sales, private company secondaries have become a rapidly growing market opportunity, especially as investors, founders and employees seek liquidity by selling a portion of their investment in a private company. Tom Callahan, CEO of Nasdaq Private Market (NPM), recently joined Private Market Talks to discuss the pr…

1
Cell Therapy: A New M&A Frontier 12:33

1y ago12:33

12:33

Cell and gene therapy technologies are ascendent, boosted by new developments in treatments for diseases like ovarian cancer and Parkinson’s disease, and by predictions of a meteoric rise in total market value in the next five years. Fabian Gerlinghaus, the co-founder and CEO of Cellares, a company that has developed a so-called “factory-in-a-box” …

1
Private Funds Under Scrutiny with MFA’s Bryan Corbett 34:04

1y ago34:04

34:04

Bryan Corbett, president and CEO of the Managed Funds Association, walks us through regulatory policy issues affecting the global alternative asset management industry. Throughout this episode, Bryan dives deep into the potential impact of the new rules and the issues that they raise for managers and investors. This is a must-listen episode for any…

1
Mid-Market Lending Update with Twin Brook’s Betsy Booth 13:26

1y ago13:26

13:26

Middle-market businesses continue to feel the pressure of rising interest rates, inflation and other macroeconomic challenges. The ongoing strain on companies and the deal market has shined a light on the importance of having strong lender relationships.In this episode, Betsy Booth, a partner at Twin Brook Capital Partners, offers her perspective o…

1
Driving Value through ESG with Warburg Pincus’ Leela Ramnath 46:27

1y ago46:27

46:27

This week on Private Market Talks, Warburg Pincus’ Global Head of ESG, Leela Ramnath invites us to look at how ESG drives growth. Leela is one of the leaders of a private equity task force that developed a methodology to analyze key ESG factors specific to the unique needs of each company and which are vital for achieving long term growth and resil…

1
Canvassing the Global Debt Capital Markets with J.P. Morgan’s Kevin Foley 41:21

1y ago41:21

41:21

Welcome to Season Two of Private Market Talks. We start this season with a conversation with Kevin Foley, Global Head of Debt Capital Markets for J.P. Morgan, the world’s largest bank. J.P. Morgan is a major player across the financial markets and Kevin is uniquely positioned to discuss a wide range of topics related to debt and global economic act…

1
GF Data Report: Q2 Brings Record Low Deal Volume 8:40

1y ago8:40

8:40

At the close of the second quarter of 2023, the numbers from private equity-sponsored middle market transactions showed that deal volume has cratered, and debt pricing has risen even higher despite renewed hopes for a soft landing economically. This is the second installment in an ongoing series where we review timely data with Bob Dunn, the managi…

1
A Conversation With Revive's Michael Alladawi 15:28

1+ y ago15:28

15:28

A Conversation With Revive's Michael Alladawi by Middle Market Growth MagazineMiddle Market Growth Magazine による

1
GF Data Report: The Cost of Capital Hits Hard in Q1 8:39

1+ y ago8:39

8:39

In a complex and hard-to read economic environment, data can help us understand the dealmaking moment. In the first installment in an ongoing series, Bob Dunn of GF Data joins the podcast to share what the numbers say about middle-market M&A in the first quarter of 2023, including the decline in deal volume and the rising cost of capital.…

1
Creating an Investor-First Culture with Neuberger Berman’s Susan Kasser 29:26

1+ y ago29:26

29:26

This week on Private Market Talks, Neuberger Berman’s Susan Kasser discusses the specific values at the core of building a top-tier private debt group as well as each investment decision. She also talks about the three “C’s” for creating a successful team and offers an insightful, self-proven piece of advice. Later in the episode, Susan looks back …

1
Building a Credit Platform with MidCap Financial’s Clare Bailhé 33:26

1+ y ago33:26

33:26

This week on Private Market Talks, MidCap Financial’s Clare Bailhé joins us to talk about what it’s like to build, scale and manage a market-leading credit investment platform. In 2008 – a pivotal year for the financial industry – Clare and her team formed MidCap and embarked on a $500 million fundraise. Since then, they have grown exponentially, a…

1
Taking the Pulse of Healthcare M&A with Twin Brook's Tim Wentink 22:00

1+ y ago22:00

22:00

Macroeconomic challenges and a choppy lending market have weighed on middle market M&A activity and impacted financing structures across industries in 2023, and healthcare is no exception. In this episode, Tim Wentink – a partner at Twin Brook Capital Partners – offers a lender's perspective on the state of the healthcare sector and how dealmaking …

1
Demystifying ESG Benchmarking with Novata’s Alex Friedman 24:32

1+ y ago24:32

24:32

In this episode of Private Market Talks, CEO and co-founder of Novata, Alex Friedman helps contextualize the evolving conversation around ESG and demystifies how companies and their investors assess ESG compliance and goals. During our conversation, Alex talks about how Novata is working to develop objective data so that companies and their investo…

1
Scaling Founder-Owned Businesses with Lincolnshire Management’s Matt Nacier 34:32

1+ y ago34:32

34:32

On the latest episode of Private Market Talks, we dive into the world of private equity with Matt Nacier, principal at Lincolnshire Management and member of the firm’s origination team. Lincolnshire Management is a middle market-focused private equity firm and an owner-operator in the truest sense. During the discussion, Matt shares how Lincolnshir…

1
From Operating to Investing with Jonathan Grayer, Chairman & CEO of Imagine Learning 40:21

1+ y ago40:21

40:21

Jonathan Grayer, Chairman and CEO of Imagine Learning, has been an executive, an owner, a founder, and a growth investor. In episode seven of Private Market Talks, Jonathan takes us through his history as CEO and Chairman of Kaplan; founder of Weld North; partnerships with KKR, Silverlake and Onex; and management and investment in Imagine Learning,…

1
Venture Capital Investing with Primary VC’s Jason Shuman 45:21

1+ y ago45:21

45:21

In this episode, Jason Shuman, General Partner at Primary VC, gives us a window into his world of early-stage venture capital investing and discusses the multitude of stars that must align to lead to success. Jason shares his perspective on the venture investment landscape, what he looks for in founders when making a “go/no go” investment decision,…

1
Assessing Geopolitical Risks with Tina Fordham 35:09

1+ y ago35:09

35:09

As capital allocators look out at the global and domestic landscape, escalating geopolitical risks cannot be ignored. Change is happening rapidly and capital allocators are looking for new ways to understand and assess these risks. This is why we are thrilled to welcome Tina Fordham, Founder of Fordham Global Foresight, to Private Market Talks.…

1
Market on the Move with Bain Capital Credit’s Mike Ewald 44:12

1+ y ago44:12

44:12

As private credit lenders move up market, Mike Ewald, partner at Bain Capital Credit, joins the Private Market Talks podcast to discuss how big the market might get, when – and if – the syndicated market comes back, and what competition between banks and direct lenders might look like in the future. In the wide-ranging discussion, Mike also shares …

1
The Changing Face of Media Liability Risk 18:30

1+ y ago18:30

18:30

***In the age of business websites, social media accounts and email marketing, almost every business publishes content, and with that content come media liability risks. Something as simple as having background music in a TikTok video or using a photo from the internet on their website could open a business to legal liability. QBE North America's A…

1
Canvassing the Credit Landscape with Carlyle’s Justin Plouffe 34:21

1+ y ago34:21

34:21

On Episode 3 of Private Market Talks, Carlyle’s Justin Plouffe, managing director and deputy chief investment officer for Global Credit, talks about opportunities for credit investors in the current environment and what he’s keeping his eyes on in the coming months. From what’s powering growth in the market to how he assesses deals, Justin’s unique…

1
Driving Alpha with AB Private Credit Investors’ Brent Humphries 32:59

1+ y ago32:59

32:59

In this installment of Private Market Talks, Brent Humphries, President and Founding Member of AB Private Credit Investors, speaks with us from his home in Austin, Texas. Over the course of the episode, Brent shares his thoughts on the connection between driving Alpha and platform design, the resiliency of software/SaaS companies in the middle mark…

1
Gaining Control of Health Plan Expenses 14:03

2y ago14:03

14:03

This episode is brought to you by QBE North America, a global insurance leader focused on helping customers solve unique risks to enable a more resilient future.***As healthcare costs rise, how can employers gain better control of their health plan expenses? QBE North America Vice President, Accident & Health Specialty Markets Matthew Drakeley expl…

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