RPM - Reflections on Private Markets

StepStone Group
  • 5.0(23개의 평가)
  • 투자
  • 격주 업데이트

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.

  1. 5월 6일

    Finding an edge in UK private equity: Scarcity, specialism, and succession

    In this episode of RPM, Michael Venne sits down with Akhilan Nesaratnam to explore why UK private equity has quietly outperformed, despite the noisy macro backdrop. They unpack three forces shaping the market’s edge—scarcity, specialism, and succession—and what could change as the Mansion House Accord signals a new wave of domestic capital and competition.

    17분

  2. 5월 6일

    Implementation framework

    In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.

    22분

  3. 4월 21일

    Power, planets & the abyss — how AI, space, and the deep sea are shaping private markets

    Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base. How energy sources are powering AI (1:57)The role of private capital (6:19)Practical bottlenecks around AI growth (8:52)Remapping of geostrategic value (13:09)Resources and opportunities in space and the deep sea (15:11)What’s next (21:55)

    26분
  4. The case for emerging managers with Ted Panarese and Aditya Fontana-Raina

    3월 11일

    The case for emerging managers with Ted Panarese and Aditya Fontana-Raina

    In this episode of RPM, Ted Panarese and Aditya Fontana-Raina, New York-based Managing Directors on our private equity team, join co-host Anna Marcus to explore whether emerging managers truly represent a disproportionate source of risk, or if the opportunity has been mischaracterized. They cover: Revisiting the case for emerging managers (3:02) What the data says about early-fund outperformance (4:12) The ideal Fund I profile (6:41) Risks with Fund I investing (11:15) Building a disciplined emerging manager playbook (13:52) Risk management at the program and portfolio level (16:36) Key takeaways (21:32) See omnystudio.com/listener for privacy information.

    24분
  5. Fall 2025 Real Estate House Views with Jeff Giller and Margaret McKnight

    3월 3일

    Fall 2025 Real Estate House Views with Jeff Giller and Margaret McKnight

    In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2025 House Views on the state of the real estate market. They cover: Market backdrop and investor sentiment (00:58) Deployment concerns (2:33) Maturity wall and recap opportunities (05:40) Addressing the fundamentals (8:31)  Sector and regional outlooks (9:44) Investor frustrations and takeaways (12:21) See omnystudio.com/listener for privacy information.

    15분
  6. Private equity discipline in uncertain conditions

    2025. 12. 10.

    Private equity discipline in uncertain conditions

    In this episode of RPM, Lisa Larsson, a New York-based Partner on StepStone’s Portfolio Management team, and Akash Chitrey, a La Jolla-based Senior Associate on the same team, join co-host Anna Marcus to discuss private equity liquidity and valuations, using data to show how private equity really creates and sustains value, even amid uncertain macro conditions. They cover:   Why liquidity and valuations matter in 2025 (1:07) What the data reveals about performance (1:41) Evolving exit pathways (4:04) Private equity valuations (8:05) How private equity creates value (11:45) Discipline in a volatile market (13:48) See omnystudio.com/listener for privacy information.

    16분
  7. Diversifying your Asia exposure with Zhiyao Ma and Hansong Qu

    2025. 10. 07.

    Diversifying your Asia exposure with Zhiyao Ma and Hansong Qu

    In this episode of RPM, Zhiyao Ma and Hansong Qu, Vice Presidents on StepStone's Asia Private Equity team, join co-host Anna Marcus to discuss the investment case for Japan and India and why these markets may be top of mind for investors looking at China +1 alternatives. The focus on Japan and India (2:21) Growing deal volume in Japan (4:15) Misconceptions about Japan PE (7:17) India's investment pitch (8:44) The India opportunity set (11:47) Advice for investors (20:12) For more on this topic, read our "Diversifying your Asia exposure" whitepaper series which includes papers on Japan private equity and India private equity.  See omnystudio.com/listener for privacy information.

    22분
  8. Why private debt is well-suited for evergreen fund structures with Fabian Körzendörfer

    2025. 08. 14.

    Why private debt is well-suited for evergreen fund structures with Fabian Körzendörfer

    In this episode of RPM, Fabian Körzendörfer, a Zurich-based Partner on StepStone’s Private Debt team, joins co-host Michael Venne to discuss the benefits of private debt and why the asset class fits well with evergreen fund structures. Why evergreens (03:01) Historical performance (9:04) How to generate liquidity in PD (12:49) Benefits for institutions vs. individuals (19:05) Co-investments in evergreens (22:02) Key considerations (25:25) See omnystudio.com/listener for privacy information.

    26분
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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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