Strategies for Success in the Middle Market (with Liz Campbell, Chief Investment Officer of Portfolio Advisors)
Release Date: 02/28/2025
Regulatory Changes Influencing Investment Strategies (With Adam Kanter, Partner, Mayer Brown)
Private Markets 360°
In this episode of Private Markets 360°, we welcome Adam Kanter, partner in the Investment Management practice group at Mayer Brown. With over 17 years of experience, Adam specializes in regulatory compliance, advising US and non-US investment advisors and firms on a range of issues, including recent SEC marketing rule changes. He discusses the fundamentals of regulatory compliance and how new developments are shaping the investment management industry. Credits: Host/Author: Christina McNamara and Jocelyn Lewis Guests: Adam Kanter, Producer: Georgina Lee Published With Assistance...
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Capitalizing on Chaos: Canyon’s Opportunistic Credit Playbook (With Chaney Sheffield and Jonathan Barzideh, Co-Heads of Opportunistic Credit at Canyon Partners)
Private Markets 360°
In this episode of Private Markets 360°, we welcome Chaney Sheffield and Jonathan Barzideh, Co-Heads of Opportunistic Credit at Canyon Partners, a leading global alternative investment manager. With extensive experience across sectors, they discuss the fundamentals of opportunistic credit and how it is creating new avenues for investors. Credits: Host/Author: Christina McNamara and Jocelyn Lewis Guests: Chaney Sheffield and Jonathan Barzideh, Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun
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The Power of NAV Financing (with Peter Hutton, Head of NAV Financing at Arcmont Asset Management)
Private Markets 360°
In this episode of Private Markets 360°, we welcome Peter Hutton, Head of NAV Financing at Arcmont Asset Management, one of Europe's largest private credit firms with €38 billion in assets under management. With extensive experience in private debt, Peter shares his insights into the fundamentals of NAV financing and how it is reshaping liquidity for sponsors. We explore key trends driving the future of NAV financing and its impact on the investment landscape. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Peter Hutton, Producer: Georgina Lee Published With...
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A Conviction in Industrials with American Securities (with Scott Wolff, President & Managing Director at American Securities)
Private Markets 360°
In this episode of Private Markets 360°, we welcome Scott Wolff, President and Managing Director at American Securities. With over two decades at the firm, Scott has played a pivotal role in shaping investment strategies, particularly within the industrial sector. Scott shares invaluable insights into the current deal environment, the innovative application of AI solutions to enhance operational efficiencies, and the importance of developing internal talent within portfolio companies. His extensive experience provides a unique perspective on the complexities and potential of private...
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Adapting to Change: Tax Insights and Market Dynamics (with Nate Collins, National Transaction Tax Advisory Practice Leader, and Jessica Wadd, Principal and Strategy and Innovation Segment Leader at BDO)
Private Markets 360°
In this episode of Private Markets 360°, we welcome Nate Collins, National Transaction Tax Advisory Practice Leader, and Jessica Wadd, Principal and Strategy and Innovation Segment Leader, BDO. They share their expertise in tax structuring and management consulting, offering insights into the current private equity landscape. The discussion highlights the challenges and opportunities in deal structuring, the importance of understanding tax implications, and the need for adaptability in today’s investment environment. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis...
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"Beautifully Inefficient": Uncovering Hidden Investment Opportunities in Private Credit (with Ben Radinsky, Managing Director and Partner at HighVista Strategies)
Private Markets 360°
In this episode of Private Markets 360°, we welcome Ben Radinsky, a Managing Director and a Partner at HighVista Strategies. Ben brings his extensive expertise in specialty private credit to the forefront, sharing his insights into the evolving landscape of alternative investments. He dives deep into the opportunities present in "structurally inefficient" markets, shedding light on the allure of esoteric assets. Additionally, Ben explores the critical dynamics of beta versus alpha in credit investments, offering valuable perspectives that will help us navigate the future of private markets....
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Strategic Shifts in Healthcare Investing (with Daniel Berglund, Head of U.S. and Co-Head of Healthcare at Nordic Capital)
Private Markets 360°
In this episode of Private Markets 360°, we welcome Daniel Berglund, Head of US and Co-head of Healthcare at Nordic Capital. Daniel shares his extensive expertise and unique insights into the rapidly evolving healthcare investment landscape. As a key player in shaping and growing investments in this sector, he discusses the recent announcement of Nordic Capital's latest deal with Arcadia, a leading healthcare data platform. Daniel provides valuable insights into disrupting pharmacy benefit managers, which operate as intermediaries between insurers and pharmaceutical companies, and emphasizes...
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Unlocking Private Credit Potential in Asia (with Chris Botsford, Co-Founder and Chief Investment Officer at ADM Capital)
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, Producer: Georgina Lee
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Enhancing Data and Solutions in Private Markets with Cambridge Associates and Mercer (with Rich Carson, Managing Director, Private Investments, Cambridge Associates and Jerry Smith, Private Markets Product Strategy Lead, Mercer)
Private Markets 360°
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: [Blog] Credits: Host/Author: Chris Sparenberg and Jocelyn...
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Boring AI: Discovering Hidden Opportunities in Private Investing (with Jacob Miller, Co-Founder, Chief Solutions Officer at Opto Investments)
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] [Blog] Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Jacob Miller, Producer: Georgina Lee
info_outlineLiz 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