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…

Building a private debt portfolio with Christian Frei

In this episode of RPM, Christian Frei, StepStone head of risk joins Michael Venne to discuss some of the main insights from StepStone's recent collaboration with GIC: a whitepaper that provides an overview of private debt investment opportunities and a framework for building an optimal private deb…

Carbon markets with Suzanne Tavill & Ryan Ramsey

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 subject to criticisms—some of which we agree with—ultimately, we believe carbon markets are part of the climate soluti…

Inflation Reduction Act: Where are we really? ft. Bhavika Vyas and Julio Friedmann

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 deployment are being finalized. Joining co-host Maribel Yoo to revisit this topic is Bhavika Vyas, manag…

Private Debt Secondaries with John Bohill

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 things, they cover: - Nuances characterizing this market (01:14); - Private debt as a liquidity tool (03:0…