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>

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—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—44 | New frontiers in infrastructure with Simon Beer

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

RPM - Reflections on Private Markets

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