In 2024, PEI Group’s Spotlight podcast series delved into everything from the changes to carry tax in the UK; the seemingly unstoppable rise of the secondaries market; NAV financing and the battle for talent in the PE industry.
Spotlight and its secondaries-focused affiliate channel Second Thoughts, which became available on its own feed in October, has been downloaded more than 90,000 times over the past 12 months.
Below are the five most downloaded private equity-focused episodes that Spotlight released in 2024.
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1Ardian’s Colas on the potential for secondaries growth in 2024
Vladimir Colas, the secondaries giant’s co-head of secondaries and primaries, makes a bold prediction for the secondaries market: the first private equity fundraise to breach the $30 billion mark will be a secondaries vehicle. 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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2 Navigating APAC’s ‘toughest-ever’ fundraising environment
With LPs more selective than ever in the region, the onus is on GPs to stand out from the crowd. In this episode, PEI Group Hong Kong bureau chief Alex Lynn sits down with three of the region’s most senior fundraisers – Monument Group partner Niklas Amundsson, Atlantic-Pacific Capital partner Vincent Ng and Asante Capital‘s head of Asia Ricardo Felix – to discuss how shifting LP appetites are reshaping these markets.
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3Ares’ CEO Mike Arougheti on the huge potential for private debt’s future growth
Arougheti looks back at a decade of strategic growth in private credit, emphasising the importance of enduring relationships and the misunderstood, yet resilient nature of the market. This episode was the first in a six-part miniseries published by affiliate title Private Debt Investor, which launched its own podcast this year.
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4The figures behind secondaries’ second record year
Affiliate title Secondaries Investor‘s editorial team including 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 for 2024. 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.
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5 How AI is transforming finance and accounting
This episode explores the latest advancements and challenges that AI brings to the sector, as well as how fund managers and service providers are leveraging it to push boundaries while staying mindful of the risks. Joining the discussion is Colleen Fay, a seasoned tax partner at Withum, who shares her views on how AI is reshaping productivity, accuracy and strategic decision-making in finance, while also addressing critical concerns around regulatory compliance and cybersecurity risks.
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