Nuances characterizing this market

Private debt as a liquidity tool

Discounts being half the picture

Data’s role in mitigating risk

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 (03:09);

- Discounts being half the picture (04:54);

- Data’s role in mitigating risk (08:59)

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 (03:09);
- Discounts being half the picture (04:54);
- Data’s role in mitigating risk (08:59)

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.

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&rsquo;s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

RPM - Reflections on Private Markets

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.

Private Debt Secondaries with John Bohill

The relative value of private debt

The impact of higher interest rates

How middle-market companies are performing

What’s ahead for default and loss rates

The outlook for direct lending volumes

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 rates (4:42);
How middle-market companies are performing (6:57);
What’s ahead for default and loss rates (8:20); and
The outlook for direct lending volumes (10:26).

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:
<ul>
<li>The relative value of private debt (2:12);</li>
<li>The impact of higher interest rates (4:42);</li>
<li>How middle-market companies are performing (6:57);</li>
<li>What’s ahead for default and loss rates (8:20); and</li>
<li>The outlook for direct lending volumes (10:26).</li>
</ul>

RPM—42 | Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic

Updates from our Fall House Views

Opportunities in non-core assets

Property trading volume

Trends in capital deployment

Property type outlooks

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 House Views (1:38);
Opportunities in non-core assets and distressed properties (2:41);
Property trading volume (5:45);
Trends in capital deployment (8:14); and
Property type outlooks (10:06).

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:
<ul>
<li>Updates from our Fall House Views (1:38);</li>
<li>Opportunities in non-core assets and distressed properties (2:41);</li>
<li>Property trading volume (5:45);</li>
<li>Trends in capital deployment (8:14); and</li>
<li>Property type outlooks (10:06).</li>
</ul>

RPM—41 | Spring 2024 Real Estate House Views with Jeff Giller and Margaret McKnight

Why it is a bull market for RE secondaries

Comparing GP- and LP-led secondaries

Why we like GP-led secondaries

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 bull market for RE secondaries (01:22);
Comparing GP- and LP-led secondaries (06:50);
Why we like GP-led secondaries (10:55).

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:
<ul>
<li>Why it is a bull market for RE secondaries (01:22);</li>
<li>Comparing GP- and LP-led secondaries (06:50);</li>
<li>Why we like GP-led secondaries (10:55).</li>
</ul>

Private Debt Secondaries with John Bohill

RPM - Reflections on Private Markets

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