Episode 279: Overview Of the Private Equity Market: Today’s Changing Landscape

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Champ Raju, Managing Partner and Head of Private Equity at PPM America Capital Partners, to discuss the evolving private equity landscape and the investment strategies gaining traction in today’s market. They explore the current fundraising environment, M&A activity, and the increasing role of co-investments and GP-led secondary deals in institutional portfolios.

 

Champ explains how co-investments offer institutional investors, including insurance companies, an opportunity to reduce fees and gain direct exposure to private equity deals. He also breaks down single-asset GP-led secondary transactions, highlighting their benefits and why they are becoming a preferred investment structure. The conversation provides insights into how these strategies can enhance portfolio diversification, optimize capital deployment, and improve overall returns.

 

With decades of experience in private equity, Champ shares his perspective on how investors can navigate these complex structures, assess risk, and take advantage of emerging opportunities. Whether you are an experienced private equity investor or looking to deepen your understanding of alternative investments, this episode offers valuable insights into the shifting dynamics of the private equity market.