6 episodes

Alternative Insight brings together the Aztec Group's expertise across the alternative investment sector's hottest topics, from structures and regulation to ESG, technology, fund operations and market insights.

Alternative Insight Aztec Group

    • Business

Alternative Insight brings together the Aztec Group's expertise across the alternative investment sector's hottest topics, from structures and regulation to ESG, technology, fund operations and market insights.

    Ep 6 | Roundtable – ESG metrics in real estate

    Ep 6 | Roundtable – ESG metrics in real estate

    In epsiode 6 of Alternative Insight, we focus on proposals submitted to the Financial Conduct Authority on the introduction of ESG metrics for real estate. Joining Ed Bellew, Director at Aztec, is Bahar Yay Celik from INREV, the European Association for Investors in Non-Listed Real Estate Vehicles, and Oliver Light from Carbon Intelligence, on behalf of the Association of Real Estate Funds (AREF).

    • 19 min
    Ep 5 | Roundtable – Private debt part 2: Macro trends and influences

    Ep 5 | Roundtable – Private debt part 2: Macro trends and influences

    In the second part of our Alternative Insight episode focusing on private debt, we explore the impact of the current economic environment on the private debt markets and underlying portfolio businesses. Our host Peter Brown is again joined by Mat James from RBS International, Jamie Macpheson from Macfarlanes, Robin Kennedy from Ernst and Young, and Richard Phillips from Aztec.

    • 34 min
    Ep 4 | Roundtable – Private debt part 1: LIBOR changes and transition

    Ep 4 | Roundtable – Private debt part 1: LIBOR changes and transition

    In this episode of our Alternative Insight podcast series, we discuss recent changes to LIBOR and the wider impact of these changes on the private debt markets. Our host Peter Brown is joined by Mat James from RBS International, Jamie Macpheson from Macfarlanes, Robin Kennedy from Ernst and Young, and Richard Phillips from Aztec.

    • 28 min
    Ep 3 | Roundtable – SFDR, one year on: The Market View

    Ep 3 | Roundtable – SFDR, one year on: The Market View

    In this episode of Alternative Insight podcast series, we discuss all things SFDR, ESG and data convergence with Elin Ljung of Nordic Capital and Harry Briggs of KPMG. The roundtable is hosted by Aztec's Chief Client Officer, James Gow.

    • 34 min
    Ep 2 | Audio Guide – The challenges of a changing mid-market

    Ep 2 | Audio Guide – The challenges of a changing mid-market

    Mid-market private equity has been the cornerstone of the industry since it began, coming to define the asset class as a whole.

    In this episode of Alternative Insight, we turn to the rapidly changing environment that’s creating challenges for many fund managers in the mid-market space. We’ll discuss how these managers are evolving and what this means for the rest of the mid-market.

    • 9 min
    Ep 1 | Audio Guide – Waterfall calculations: Behind the smoke screen

    Ep 1 | Audio Guide – Waterfall calculations: Behind the smoke screen

    The distribution waterfall is one of the key components of the private markets model. But how do waterfall calculations work in practice and why is this crucial mechanism so important?

    In this episode, we provide an overview of the waterfall model and the carried interest process, including definitions of carried interest, typical cash flow movements, waterfalls in practice, what could go wrong - and how to keep things on track.

    • 15 min

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