Podcasts by RPM - Reflections on Private Markets
StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.
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Fall 2023 Real Estate House Views with Jeff Giller and Margaret McKnight from 2023-11-23T09:46:42
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, rejoin co-host Maribel Yoo to discuss our Fa...
ListenBuilding a private debt portfolio with Christian Frei from 2023-11-17T08:48:16
In this episode of RPM, Christian Frei, StepStone head of risk joins Michael Venne to discuss some of the main insights from StepStone's Listen
Carbon markets with Suzanne Tavill&Ryan Ramsey from 2023-11-15T09:18:09
In this episode of RPM, Michael and Maribel hand the reins to StepStone’s natural capital team for a primer on carbon markets and offsetting. Though these markets are imperfect and subj...
ListenInflation Reduction Act: Where are we really? ft. Bhavika Vyas and Julio Friedmann from 2023-10-11T00:20
In this episode of RPM, we’re continuing our conversation about the Inflation Reduction Act of 2022 (IRA). More than a year out from the Act’s passing, details of the tax laws and mechanisms for...
ListenPrivate Debt Secondaries with John Bohill from 2023-07-12T21:35:30
In this episode of RPM, John Bohill, a partner on our private debt team, joins co-host Michael Venne to discuss the rapid growth and evolution of private debt's secondary market. Among other thi...
ListenFabian Körzendörfer: Relative Attractiveness of Direct Lending from 2023-06-15T19:57:31
As bond yields have risen, some investors have been questioning whether direct lending (DL) offers the same value proposition as it once did, but yields are only part of the equation. In this ep...
ListenJeff Giller and Margaret McKnight: Spring 2023 Real Estate House Views from 2023-04-24T08:38:23
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate join co-host Maribel Yoo to discuss our recen...
ListenWhy Now’s the Time to Lean in to SBO from 2023-03-15T09:39:07
When the economy shrinks, institutions tend to seek reassurance from larger, more established private equity fund managers. This comes at the expense of small, emerging and by extension, diverse...
ListenBuilding to Zero, Inflation Reduction Act, a platform for growth from 2023-03-12T23:17:34
In this episode of RPM, Bhavika Vyas, managing director and member of the Responsible Investing Team, as well as special guest Julio Friedmann, chief scientist at Carbon Direct, join co-host Mar...
ListenNAV Lending for Institutional Portfolios: Lisa Larsson from 2023-02-28T10:10:20
In this episode of RPM, Lisa Larsson, managing director on our portfolio management team, joins co-host Michael Venne to discuss the recently trending net asset value (NAV) lending. They discuss...
ListenBob Long: Improving Access to Private Markets from 2023-02-02T10:00:57
Over the next five years, private capital assets under management are projected to grow from $10 trillion to $17 trillion. One of the leading reasons: the individual investor. In this episod...
ListenAditya Raina and Laura White: The 2023 Private Equity Outlook from 2023-01-30T10:35:54
In this episode of RPM, Aditya Raina and Laura White, two members of our Private Equity team, join co-host Maribel Yoo to discuss StepStone’s 2023 outlook for private equity. They discuss:
<... ListenNature-based investing: Suzanne Tavill from 2023-01-24T10:57:19
Nature provides the building blocks for civilization, arable soil, air and water filtration, ore and minerals for extraction, and economic and recreational opportunities. In almost any other con...
ListenAriel Goldblatt and Mark Tsang: The 2023 Private Debt Outlook from 2023-01-24T10:48:16
In this episode of RPM, Ariel Goldblatt and Mark Tsang, senior members of our private debt team join co-host Maribel Yoo to discuss StepStone’s 2023 outlook for private debt. They discuss:
<... ListenJohn Avirett : VC Market Landscape from 2022-10-17T07:31:12
In this episode of RPM, John Avirett, a partner on our venture capital and growth equity team discusses the venture capital ecosystem as we navigate this challenging economic environment. With t...
ListenQi Liu: Daily Valuation Engine from 2022-08-22T20:37:58
In this episode of RPM, Qi Liu from our data, science and engineering team discusses one of our newest tools – the daily valuation engine (DVE). Typically, private market investors must wait...
ListenJohn Coelho - Growth equity from 2022-07-18T14:34:52
In this episode of RPM, we're talking about growth equity with partner John Coelho.
- However you define... Listen
Christian Frei - Geopolitical uncertainty from 2022-06-13T16:20:22
The Ukraine crisis has taken a more negative turn than we would have hoped. While it becomes clearer what Russia's objectives may be, considerable uncertainty remains. In our twentieth epis...
ListenRyan Ramsey: Agriculture from 2022-05-04T05:45:11
In this episode of RPM, we're talking about one of the oldest industries in the world—Agriculture. From inflation concerns (4:15) and the boom in venture-capital-backed technologies (12:46...
ListenNitin Malik: Developing Your People from 2022-03-08T14:30
In the 18th episode of RPM—Reflections on Private Markets, StepStone's Head of Talent Development Nitin Malik joins co-host Michael Venne to discuss the importance of culture in t...
ListenMarc-Andre Mittermayer&Marc Lickes: Insurance Companies from 2022-02-25T16:21
In the 17th episode of RPM—Reflections on Private Markets, senior members of our private debt team, Marc-Andre Mittermayer and Marc Lickes join co-host Michael Venne to discuss insurance c...
ListenAriel Goldblatt and Mark Tsang: The 2022 Private Debt Outlook from 2022-02-02T08:56
In the 16th episode of RPM—Reflections on Private Markets, senior members of our private debt team, Ariel Goldblatt and Mark Tsang, join co-host Graziella Scassillo to discu...
ListenAditya Raina: The 2022 Private Equity Outlook from 2022-01-15T10:33
In the 15th episode of RPM—Reflections on Private Markets, Aditya Raina , a principal on our private equity team...
ListenMargaret Kuhlow: Bridging the Worlds of Nature and Finance from 2021-11-10T09:00
In part four of RPM's climate change special, Suzanne Tavill, StepStone head of responsible investment, hosts Listen
Jean-Marc Champagne: Filling the Funding Gap In Nature-Based Investing from 2021-10-25T08:56
In part three of RPM's climate change special, Jean-Marc Champagne the head of bankable nature sol...
ListenCarl Prins: Carbon Footprinting&Going Net Zero from 2021-10-08T14:13
In part two of RPM's climate change special, Carl Prins, the CEO of Pathzero and an expert o...
ListenLinda Romanovska: Europe's Sustainable Finance program and drive to Net Zero from 2021-10-04T07:54
In part one of RPM's climate change special, Linda Romanovska, an expert in sustainable finance and one of the architects of the EU...
ListenEvolution of Private Markets with Jason Ment from 2021-09-19T08:27
In the 10th episode of RPM—Reflections on Private Markets, StepStone President and Co-COO Jason Ment discusses the...
ListenInflation, the recovery and input prices with Tom Keck from 2021-07-26T08:06
In the 9th episode of RPM—Reflections on Private Markets, head of research and portfolio management Tom Keck summarizes current market conditions (00:30), explains how StepStone is positio...
ListenChina Healthcare with Vincent Hsu and Zhiyao Ma from 2021-06-22T16:07
In the 8th episode of RPM—Reflections on Private Markets, Listen
Impact Investing with Bhavika Vyas from 2021-06-04T09:25
In the 7th episode of RPM—Reflections on Private Markets, Bhavika Vyas a managing director on our responsible investment team joins Graziella Scassillo to disc...
ListenResponsible Investment with Suzanne Tavill from 2021-03-29T06:38
In the sixth episode of RPM—Reflections on Private Markets, partner and head of responsible investment Suzanne Tavill joins Michael Venne to discuss the rise and evolution of...
ListenCovid-19 Private Debt Market Update with Marcel Schindler and Christian Frei from 2021-03-12T12:32
In our fifth episode, StepStone Partners Christian Frei and Marcel Schindler discuss how Direct Lending as an institutional asset class has successfully passed a significant test in the current ...
ListenPrivate Equity Co-investments with Darren Friedman and Lindsay Creedon from 2021-01-22T15:53
In our fourth episode, StepStone Partners Darren Friedman and Lindsay Creedon discuss Private Equity co-investments – some of the whys and hows including the rationale for co-investments, ...
ListenReal Estate - Secondaries with Kieran Farrelly from 2020-12-06T08:32
In the third episode of RPM—Reflections on Private Markets, partner Kieran Farrelly joins co-host Michael Venne to discuss some of the characteristics that real estate and private equ...
ListenChristian Frei - Strategic Asset Allocation from 2020-11-11T17:12
In the second episode of RPM—Reflections on Private Markets, StepStone Head of Risk Christian Frei joins co-host Graziella Scassillo to discuss the opportunities and challenges inherent in...
ListenScott Hart - State of private markets from 2020-10-24T14:34
In the first episode of RPM—Reflections on Private Markets, StepStone Co-CEO Listen