RPM—46 | Inside the private equity co-investment market with Geoffrey Dolan
In this episode of RPM, Geoffrey Dolan, a partner on our Private Equity team in New York, joins co-host Anna Marcus to break down the competitive dynamics of the private equity co-investment market. They cover: Our GP survey (1:43); What’s driving deal flow (5:58); Co-investments' value-add (7:29)…
RPM—45 | Investing in climate solutions with Bhavika Vyas and Julio Friedmann
In this episode of RPM, Bhavika Vyas, Managing Director and member of StepStone’s Private Equity team, and special guest Julio Friedmann, Chief Scientist, Carbon Direct, join co-host Maribel Yoo to revisit the conversation on energy transition investing. They evaluate the impact of the Inflation Re…
RPM—44 | New frontiers in infrastructure with Simon Beer
In this episode of RPM, Simon Beer, Partner, Infrastructure & Real Assets, joins co-host Michael Venne to discuss trends that are redefining the infrastructure landscape. They cover: What’s happening in data (3:11); Energy transition definition (6:58); The investment landscape (9:04); Why to invest…
RPM—43 | The emergence of Responsible AI with Suzanne Tavill
In this episode of RPM, Suzanne Tavill, Partner and Head of Responsible Investment joins co-host Michael Venne to discuss the potential of Responsible AI and how private markets may influence its development. They cover: What is Responsible AI (2:16); Its relationship with ESG (5:43); Classifying…
RPM—42 | Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic
In this episode of RPM, Richard Schmidt, Senior Analyst, Private Debt, and Jovan Samardzic, Managing Director, Private Debt Research, join co-host Michael Venne to discuss the state of the private debt market. They cover: The relative value of private debt (2:12); The impact of higher interest rate…
RPM—41 | Spring 2024 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 Spring 2024 House Views on the state of the real estate market. They cover: Updates from our Fall…
Real estate secondaries with Jeff Giller and Margaret McKnight
In this episode of RPM, co-host Maribel Yoo hands the mic to Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, to interview Jeff Giller, Partner Head of StepStone Real Estate, about our recent whitepaper, Bull market for real estate secondaries. They discuss: Why it is a b…
Uncovering hidden value in European private equity with Akhilan, Thomas and Carlos
In this episode of RPM, Akhilan Nesaratnam, Thomas Dupont and Carlos Sahuquillo from our private equity team in London join co-host Michael Venne to discuss Europe’s private equity landscape. The conversation surrounds common misconceptions about Europe’s investment opportunities, unpacking four ke…
Unlocking infrastructure’s Middle Market with Todd Lapenna and Sean Ebsary
In this episode of RPM, Todd Lapenna and Sean Ebsary from our infrastructure team, join co-host Michael Venne to discuss infrastructure’s middle market following the release of our recent whitepaper, Infrastructure’s Middle Market: An emerging opportunity. They touch on topics including: Infrastr…
Fall 2023 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 Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2023 House Views on the state of the real estate market. They cover: Updates from our Spring House Vie…