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 quest for ‘green’ data centres
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
Four trailblazers on the future of ESG-linked credit
What ever happened to opportunity zones?
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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