In this episode of Second Thoughts, our bi-monthly take on the biggest trends and developments in secondaries, Secondaries Investor's Madeleine Farman, Adam Le and Hannah Zhang cut through the headline figures in 2023's advisory reports to break down geographic trends and key themes in the market.
Total deal volume sat somewhere in the region of $109 billion to $115 billion in 2023 with LP-led volume making up $56 billion to $66 billion.
Farman, Le and Zhang delve into topics including APAC secondaries market activity, structured liquidity offerings such as NAV loans, preferred equity and GP commit financing, and the popularity of multi-asset continuation funds as managers seek to find ways to generate DPI for LPs.
The Women of Influence reflect on the past decade in private markets
Energy storage goes beyond lithium-ion
How automation is revolutionising regulatory compliance
Leadership lessons from the Women of Influence
Which advisers stood out from the crowd?
PEI’s Future 40 share top tips for finding success
How private equity is pivoting amid macro disruption
The world’s largest private equity fundraisers
How millennial values are shaping ESG decision making
Ardian’s Stéphanie Bensimon on how to reposition assets to create opportunities
M&G Real Estate’s Tony Brown: ‘This could be the best vintage since 2010’ for value-add
CBRE IM’s Paul Gibson: Firms must provide a ‘pathway’ on DE&I
Why it’s a ‘Goldilocks’ moment for alternative credit lenders
15 minutes with Nathalie Palladitcheff
Apollo’s Boris Olujic: ‘Investors need to recalibrate’ to have an impact
Sharpening borders: How domicile boundaries are shifting for the private funds industry
What’s making the GP-led market tick
Where private debt opportunity lies today
How lending to the industrial outdoor storage sector is evolving
Exploring the private real estate debt fund ‘ecosystem’
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast