RPM - Reflections on Private Markets

In part one of RPM's climate change special, Linda Romanovska, an expert in sustainable finance and one of the architects of the EU's climate change program, joins StepStone's head of responsible investment, Suzanne Tavill, to discuss the intricacies and finer points of the EU's climate program including its origins (1:50); how the Taxonomy, SFDR disclosure regimes, and various other policy tools...

In the 10th episode of RPM—Reflections on Private Markets , StepStone President and Co-COO Jason Ment discusses the history of and outlook for private markets. We discuss the secular trends behind the industry's growth and development (3:27), the ways in which the sponsor community has evolved (4:41) and how regarding LPs as long-term partners and GP-led secondaries have been part of this maturati...

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 positioned with respect to inflation and interest rate risk (02:08), discusses where the risks and opportunities post-Covid may lie (04:18), and explores what effect higher input prices and interest rates would have on...

In the 8th episode of  RPM—Reflections on Private Markets ,  Private Equity  team members  Vincent Hsu  and  Zhiyao Ma  join  Michael Venne  to discuss China's Private Equity healthcare market. We cover how StepStone is organized in China (0:42); changes in the types of investors pursuing China healthcare (4:18); why investors should invest in China healthcare through a private market vehicle (8:5...

In the 7th episode of  RPM—Reflections on Private Markets , Bhavika Vyas a managing director on our responsible investment team joins Graziella Scassillo to discuss one of the hottest trends in financial services—impact investing. We cover our proprietary impact taxonomy, which helps us to build portfolios focusing on the themes that are important to our clients (2:00); how investors' understandin...

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 responsible investing. We cover the actions asset owners are undertaking to address social inequality and climate change (4:45); what the EU's new Taxonomy means for LPs long term (6:32); similar measures being taken by oth...

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 scenario and give an update on the Private Debt market. Are things “back to normal” or is it just a first impression? See omnystudio.com/listener for privacy information.

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, key ingredients for success and their market insights on current trends. Timestamps:  In the fourth episode of RPM, co-heads of StepStone’s co-investment practice Lindsay Creedon and Darren Friedman join co-host...

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 equity secondaries have in common (0:36); our approach to arbitraging inefficiencies (6:00); and real estate secondaries as an all-weather strategy (8:43). See omnystudio.com/listener for privacy information.

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 developing an SAA for private markets (1:02); how SAA can contribute to portfolio performance (3:52); some of the finer statistical points that portfolio managers need to be aware of (9:15); and how LPs are thin...

In the first episode of  RPM—Reflections on Private Markets , StepStone Co-CEO  Scott Hart  joins co-host  Michael Venne  to discuss how private markets have performed since the onset of Covid-19 ( 0:25 ); the various “shapes” of the recovery ( 5:55 ); the diversifying potential of secondaries and co-investments ( 8:43 ); and the importance of deal sourcing in a competitive valuation environment (...

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. See omnystudio.com/listener for privacy information.