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>

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—44 | New frontiers in infrastructure with Simon Beer

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 is Responsible AI

Its relationship with ESG

Classifying risks

The value creation chain

How commercial harm can manifest

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 risks (7:58);
The value creation chain (13:03); and
How commercial harm can manifest (16:19)

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:
<ul>
<li>What is Responsible AI (2:16);</li>
<li>Its relationship with ESG (5:43);</li>
<li>Classifying risks (7:58);</li>
<li>The value creation chain (13:03); and</li>
<li>How commercial harm can manifest (16:19)</li>
</ul>

RPM—43 | The emergence of Responsible AI with Suzanne Tavill

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—44 | New frontiers in infrastructure with Simon Beer

RPM - Reflections on Private Markets

RPM - Reflections on Private Markets

Social links

Follow podcast

Recent clips