In this episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, Ardian's co-head of secondaries and primaries Vladimir Colas makes a bold prediction for the secondaries market: the first private equity fundraise to breach the $30 billion mark will be a secondaries vehicle.
LP portfolios being brought to market are only growing in size, and if they could, sellers would be offloading even larger portfolios. However, secondaries activity is still constrained by the amount of capital available to deploy into these transactions.
Colas sat down with senior reporter Madeleine Farman to discuss how large the secondaries market could become in the near future, as well as how many new entrants Ardian expects to break into the secondaries market in 2024 and beyond.
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Private funds’ year of living dangerously
Natural gas caught in the Russia-Ukraine crossfire
What investors think of manager changes
Pantheon on the ’silver lining’ of hiring in a pandemic
How natural gas can pave the way to net zero
BlackRock excited by the investment ’white space’ of the energy transition
Ajit Pai on the infrastructure bill’s broadband boom
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EisnerAmper‘s CEO on a possible ‘sea change‘ for the accounting industry
Is now the time to sell a portfolio?
How private debt has weathered the uncertainty around inflation
SoftBank on foodtech: ‘Scale, scale, scale’
IFM on infra debt’s success and the challenges ahead
Should you build your portfolio on secondaries?
Can we cure the cyber-crime epidemic?
How inflationary pressures are likely to play out in private equity
The poor are 'profoundly absent' in impact investing conversations
Former top SEC examiner names biggest risks to PE
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