Best PEI Group Podcasts (2025)

1
KKR: Parts of AI market running ‘a bit hot’ in one of tech’s fastest capex cycles 32:42

1h ago32:42

32:42

In this episode, editor-in-chief Bruno Alves sits down with Waldemar Szlezak, KKR’s global head of digital infrastructure. In a wide-ranging discussion, they address whether there's a bubble forming around AI infrastructure and why parts of the market are overheating during one of the fastest capex cycles in tech history. They then explore the life…

1
The next frontier for real assets: Why multi-product managers have a head start to 2030 31:16

2d ago31:16

31:16

This episode is sponsored by Manulife Investment Management and first appeared on The PERE Podcast As new industries evolve and accelerate, new opportunities are constantly arising for institutional investors in the private real assets space. It isn’t always easy, however, for managers to grasp hold of these opportunities. As assets like data cente…

1
The 'flashing red lights' that were ignored 30:58

11h ago30:58

30:58

In this episode, we examine some headline-grabbing company failures such as First Brands, Tricolor and Carriox – and ponder what lessons and insights there might be for the private debt asset class. While private debt exposure may have been relatively limited in these instances, can the asset class be confident that it has its own house in order? J…

1
The new era of GP-led secondaries 52:20

11h ago52:20

52:20

This episode is sponsored by Lexington Partners, LGT Capital Partners and Davis Polk In 2024, GP-led deals hit a record of $71 billion in transaction volume, accounting for 44 percent of the total secondaries market volume of $160 billion, according to Evercore’s FY 2024 Secondary Market Review. This is significant and marks the increasing populari…

1
Real estate credit finds its footing as markets recalibrate 23:30

39m ago23:30

23:30

This episode is sponsored by Bravo Capital and first appeared on The PERE Podcast The lending landscape is shifting, and private credit is taking center stage. In this episode, Bravo Capital founder and CEO Aaron Krawitz discusses how his firm is navigating a market defined by bank pullbacks, rising regulation and persistent demand for rental housi…

1
What will the new SFDR rules mean for investors? 24:13

1h ago24:13

24:13

Just over two years ago, the European Commission launched the first step in the long road to reform of the EU Sustainable Finance Disclosure Regulation (SFDR). On 20 November, the Commission's proposed amendments to the law were released. These will introduce concrete product categories and do away with both entity-level PAI reporting and the defin…

1
Dealmaking: Is a rebound around the corner? 44:23

15d ago44:23

44:23

This episode is sponsored by Francisco Partners and Platinum Equity Dealmakers had high hopes for 2025, expecting the year to deliver a welcoming environment for M&A. Instead, uncertainty about tariffs and other issues stopped them in their tracks mid-year, and deal volume dropped. Exits have been especially challenging. But now as the year draws t…

1
What's driving Asia-Pacific's infra markets? 22:10

15d ago22:10

22:10

In this episode, Daniel Kemp, APAC editor, private markets, for PEI Group and APAC real assets reporter Tom Taylor reflect on our recent Infrastructure Investor Network Australia Forum, in Melbourne, and other Asia-Pacific events held this year. The discussion covers a wide range of topics, including how geopolitics is shaping investment decisions …

1
Disruption Matters: Building sustainable growth engines 31:02

22d ago31:02

31:02

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver growth, despite the headwinds of a revolution in tech, geopolitics and global markets. All season long, we’ve argued that PE firms need …

1
Optimism abounds among US sustainable investors 12:59

25d ago12:59

12:59

Two major talking points at this year's New Private Markets Investor Summit: North America were the transformative force of AI and the pressing need for liquidity in private markets portfolios. While neither of these topics are unique to impact or sustainable investing, they are of paramount importance and dominated discussions on stage and off. In…

1
The diversification dilemma: Why ABF offers a solution to LPs 16:16

1M ago16:16

16:16

This episode is sponsored by Rithm Capital Asset-based finance is rapidly evolving within the world of private credit, offering investors a differentiated source of risk-adjusted returns. With the market valued at over $20 trillion, it underscores the vast scale and growing importance of this segment as investors seek alternative opportunities amid…

1
Disruption Matters: Launch codes for 2026 27:25

1M ago27:25

27:25

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts discuss how private markets can still deliver growth, despite the headwinds of a revolution in tech, geopolitics and global markets. In our fifth episode this season, we focus on best pra…

1
Europe’s real estate reset: Capital flows and credit bring cautious optimism 36:05

1M ago36:05

36:05

This episode is sponsored by Cain International and Arrow Global and first appeared on The PERE Podcast After several years defined by rising rates and pricing uncertainty, Europe’s property market may be at an inflection point. Jay Patel, managing director at Arrow Global, and Arvi Luoma, who heads Cain International’s European investment committe…

1
What the UN pension fund likes to hear from GPs 18:03

1M ago18:03

18:03

When Kenza Himmi, the head of impact investing and partnerships at the United Nations Joint Staff Pension Fund, attends a pitch meeting with a fund manager, she keeps an ear out for a few non-negotiable items. She wants to know the fund's intent and whether it is designed to direct capital to environmental and social solutions. She wants to know ho…

1
Private debt’s show of strength 34:52

1M ago34:52

34:52

This episode is sponsored by Nuveen The private debt industry continues to go from strength to strength, with several key segments of the market gaining further traction with institutional investors as they seek out strong returns in an uncertain macroeconomic environment. Both geography and strategy will be crucial to attract LPs in the coming mon…

1
The future of climate engagement 18:38

1M ago18:38

18:38

With 2050 on the horizon and a challenging political and economic environment for companies looking to hit net zero, engagement on climate change is more important than ever. As part of its new climate and investors focus, Responsible Investor has published a series of articles looking at the future of climate engagement ranging from how climate co…

1
Inside infra’s biggest fundraising year 21:32

2M ago21:32

21:32

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to talk about the record fundraising year the asset class is having for unlisted, closed-end structures. With $200 billion raised during the first nine months of the year – and a further $30 billion added to that since we published our fu…

1
Disruption Matters: The innovation factor 20:53

2M ago20:53

20:53

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver growth, despite the headwinds of a revolution in tech, geopolitics and global markets. In our fourth episode this season, we focus on ho…

1
Forging ahead with sustainability against political headwinds 25:50

2M ago25:50

25:50

This episode is sponsored by Fengate Asset Management and Arcus Infrastructure Partners As a backlash against ESG gathers strength, particularly in the United States, it might be reasonable to assume that infrastructure managers are quietly retreating from their sustainability commitments. While it is true that some managers are adjusting their lan…

1
How to talk to corporates about climate (and make sure they listen) 32:53

2M ago32:53

32:53

Climate engagement has been on investors’ agendas for more than a decade. So what progress has been made in that time? What have we learned about what works and what doesn’t? And, crucially, what does that mean for how we move forward? To explore these questions, our editor Lucy Fitzgeorge-Parker sat down with sustainability and stewardship veteran…

1
Why industrials are back on PE’s radar in the age of AI 23:51

2M ago23:51

23:51

This episode is sponsored by Brookfield In recent years, industrials and manufacturing companies have attracted relatively modest levels of interest from private equity managers. However, a reappraisal may now be overdue. In the US and other developed markets, trade tariffs and the need for more resilient supply chains are driving a resurgence in h…

1
Inside secondaries' expansion into private wealth 42:47

2M ago42:47

42:47

This episode is sponsored by Lexington Partners, Proskauer and StepStone Group and first appeared on Secondaries Investor's Second Thoughts podcast The secondaries market is benefitting from private markets' push into the private wealth space, with managers either launching secondaries-focused vehicles or secondaries making up a meaningful componen…

1
Unpacking the early rise of GP stake secondaries 25:52

2M ago25:52

25:52

GP stake secondaries transactions are steadily gaining traction as investors seek exposure to leading private equity firms. Though still in their early stages, these deals are often described as offering some of the most attractive risk-return profiles in today’s volatile market. In this episode, Jon Costello, founder of Devon Park Advisors, and Ch…

1
Exit interview: New York City comptroller Brad Lander 33:51

2M ago33:51

33:51

Over the course of his three years as comptroller of New York City, Brad Lander has guided the city's pension systems in achieving their climate targets, divesting from fossil fuel companies and seeing significant success with shareholder resolutions on a range of topics. Lander, whose term will end in January, joins The Responsible Investor Podcas…

1
Inside secondaries' expansion into private wealth 42:52

2M ago42:52

42:52

This episode is sponsored by Lexington Partners, Proskauer and StepStone Group The secondaries market is benefitting from private markets' push into the private wealth space, with managers either launching secondaries-focused vehicles or secondaries making up a meaningful component of many evergreen funds. Evergreen funds raised $16 billion in the …

1
Thinking of skipping a vintage? Listen to this first 16:12

2M ago16:12

16:12

At a time when distributions from private equity funds are slowing and GPs are holding on to assets for longer instead of selling them and returning cash to investors, many LPs may be wondering whether to hold off on making fresh commitments to PE funds. While this might be tempting, it's just about the worst thing an investor can do, says Tim Yate…

1
Steering a $100bn US state pension fund to net zero 26:48

3M ago26:48

26:48

At $96 billion in assets, the Oregon Public Employees Retirement System is one of the largest public pension funds in the US. As of this year, it is also one of the few to have been handed a legal mandate to manage climate risk in its investments. In this episode, Oregon state treasurer Elizabeth Steiner discusses the state's new legislation on cli…

1
Does more money mean more impact? 18:50

3M ago18:50

18:50

Is the field of impact investing growing in a healthy way, or is it being co-opted by firms for whom positive impact is secondary to asset gathering? In this episode of The New Private Markets Podcast, we explore this fundamental question with Jed Emerson, a true veteran of the impact field, an author of multiple books and papers on the topic, and …

1
Arrow Global on seeing beyond the cycle 22:00

3M ago22:00

22:00

This episode is sponsored by Arrow Global To be a successful player in the distressed lending market, one needs to understand the importance of timing. The current macroeconomic environment offers plenty of opportunities for distressed lenders looking to assist businesses struggling with market dislocation, bank retrenchment and policy uncertainty.…

1
How to capitalise on transport’s mega-trends 23:18

3M ago23:18

23:18

This episode is sponsored by Antin Infrastructure Partners The infrastructure market is constantly evolving, with technological advancements, environmental concerns and shifting economic and demographic trends bringing significant changes to the transport sector. So staying on top of a series of mega-trends – such as decarbonisation and digitalisat…

1
Opportunities amid the dislocation: Investing in Germany’s property market 21:11

3M ago21:11

21:11

This episode is sponsored by Arrow Global and first appeared on The PERE Podcast Germany’s property market is facing the highest insolvency rate in Europe. Years of cheap credit and rising prices encouraged aggressive development, but when interest rates jumped, buyers paused, sales collapsed and projects ran out of cash. The result: a wave of bank…

1
Brookfield: Compute can be financed with infra cost of capital 30:45

3M ago30:45

30:45

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Sikander Rashid, global head of AI Infrastructure at Brookfield Asset Management. Brookfield is the largest manager in the world, according to our Infrastructure Investor 100 ranking. It also bills itself as the world’s “largest digital infrastructure investor – wit…

1
EU Omnibus: What's at stake for the bloc's sustainability rules this autumn? 28:22

3M ago28:22

28:22

After a turbulent first half of the year following the release of the EU's sustainability Omnibus, Brussels is back in session and gearing up for a busy autumn of discussions and decisions on how to simplify a number of sustainable finance regulations. Formal negotiations between EU lawmakers are expected to kick off shortly on proposed changes to …

1
How solid is infra’s fundraising recovery? 20:01

4M ago20:01

20:01

In this episode, editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to talk about the fundraising performance of the asset class during the first half of the year. With more than $134 billion raised for unlisted, closed-end funds, H1 2025 is already better than the whole of 2024. Our discussion delves into how solid the fundrais…

1
A field guide to responsible investing 20:52

3M ago20:52

20:52

In this episode, we are joined by Amy O'Brien, global head of responsible investing at asset manager Nuveen. She joins us to discuss her new book, A Field Guide to Responsible Investing: Asset Management in the Age of Polycrises. Drawing from her three decades of experience in responsible investment, the book "takes readers on a journey of the evol…

1
How Blackstone is building out insurance investment capabilities 21:17

4M ago21:17

21:17

Philip Sherrill, Blackstone's global head of insurance at the company's credit and insurance unit, joined to talk about why it chooses a "capital-light" approach to insurance investing. In addition, he expands on the growing homogenisation of how insurance investors access private credit, and how the policies they're underwriting influence that – a…

1
Stonepeak: ‘Power scarcity gave data centres their moat’ 35:29

4M ago35:29

35:29

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Stonepeak chairman, CEO and co-founder Michael Dorrell. Stonepeak is the seventh-largest manager in the world, according to our Infrastructure Investor 100 ranking, and Dorrell is a well-known industry veteran. So perhaps unsurprisingly, a large portion of our discu…

1
Should semi-liquids charge 2 and 20? 8:26

4M ago8:26

8:26

No trend has taken the private equity industry by storm quite like that of semi-liquid and evergreen funds. Data from consultancy Bfinance shows that at least $30 billion has been raised via private equity semi-liquid funds since 2020 – a figure that represents just 10 percent of the overall semi-liquids universe. In this episode, Ajay Pathak, a pa…

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