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>

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.

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

Our GP survey

What’s driving deal flow

Co-investments' value-add

Potential challenges for LPs

How LPs can stand out

Strong co-investment portfolios

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);
Potential challenges for LPs (11:46);
How LPs can stand out (13:24); and
Strong co-investment portfolios (14:28).

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:
<ul>
<li>Our GP survey (1:43);</li>
<li>What’s driving deal flow (5:58);</li>
<li>Co-investments' value-add  (7:29);</li>
<li>Potential challenges for LPs (11:46);</li>
<li>How LPs can stand out (13:24); and</li>
<li>Strong co-investment portfolios (14:28).</li>
</ul>

RPM—46 | Inside the private equity co-investment market with Geoffrey Dolan

Energy transition opportunities

Post-IRA investment risks

Project execution bottlenecks

Global investment trends

Climate portfolio strategy

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 Reduction Act (IRA) two years post-enactment, highlighting advancements in climate solutions and global investment opportunities.

They cover:
Energy transition opportunities (2:24);
Post-IRA investment risks (5:45);
Project execution bottlenecks (8:05);
Global investment trends (12:26); and
Climate portfolio strategy (16:06).

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 Reduction Act (IRA) two years post-enactment, highlighting advancements in climate solutions and global investment opportunities.
They cover:
<ul>
<li>Energy transition opportunities (2:24);</li>
<li>Post-IRA investment risks (5:45);</li>
<li>Project execution bottlenecks (8:05);</li>
<li>Global investment trends (12:26); and</li>
<li>Climate portfolio strategy (16:06).</li>
</ul>

RPM—45 | Investing in climate solutions with Bhavika Vyas and Julio Friedmann

What’s happening in data

Energy transition definition

The investment landscape

Why to invest now

Infra as an inflation hedge

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 now (11:35);
Infra as an inflation hedge (15:17)

In this episode of RPM, Simon Beer, Partner, Infrastructure &amp; Real Assets, joins co-host Michael Venne to discuss trends that are redefining the infrastructure landscape. They cover:
<ul>
<li>What’s happening in data (3:11);</li>
<li>Energy transition definition (6:58);</li>
<li>The investment landscape (9:04);</li>
<li>Why to invest now (11:35);</li>
<li>Infra as an inflation hedge (15:17)</li>
</ul>

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

RPM - Reflections on Private Markets

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