Private Markets 360°

In this episode of Private Markets 360°, we welcome Chaney Sheffield and Jonathan Barzideh, Co-Heads of Opportunistic Credit at Canyon Partners, a leading global alternative investment manager. With extensive experience across sectors, they discuss the fundamentals of opportunistic credit and how it is creating new avenues for investors.

Credits:

• Host/Author: Christina McNamara and Jocelyn Lewis
• Guests: Chaney Sheffield and Jonathan Barzideh, Canyon Partners
• Producer: Georgina Lee
• Published With Assistance From: Feranmi Adeoshun

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In this episode of Private Markets 360°, we welcome Peter Hutton, Head of NAV Financing at Arcmont Asset Management, one of Europe's largest private credit firms with €38 billion in assets under management. With extensive experience in private debt, Peter shares his insights into the fundamentals of NAV financing and how it is reshaping liquidity for sponsors. We explore key trends driving the future of NAV financing and its impact on the investment landscape.

Credits:

• Host/Author: Chris Sparenberg and Jocelyn Lewis
• Guests: Peter Hutton, Arcmont Asset Management
• Producer: Georgina Lee
• Published With Assistance From: Feranmi Adeoshun

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In this episode of Private Markets 360°, we welcome Scott Wolff, President and Managing Director at American Securities. With over two decades at the firm, Scott has played a pivotal role in shaping investment strategies, particularly within the industrial sector. Scott shares invaluable insights into the current deal environment, the innovative application of AI solutions to enhance operational efficiencies, and the importance of developing internal talent within portfolio companies. His extensive experience provides a unique perspective on the complexities and potential of private investments in today's market.

Credits:

• Host/Author: Chris Sparenberg, Jocelyn Lewis
• Guests: Scott Wolff, American Securities
• Producer: Georgina Lee
• Published With Assistance From: Feranmi Adeoshun

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In this episode of Private Markets 360°, we welcome Nate Collins, National Transaction Tax Advisory Practice Leader, and Jessica Wadd, Principal and Strategy and Innovation Segment Leader, BDO. They share their expertise in tax structuring and management consulting, offering insights into the current private equity landscape. The discussion highlights the challenges and opportunities in deal structuring, the importance of understanding tax implications, and the need for adaptability in today's investment environment.

Credits:

• Host/Author: Chris Sparenberg and Jocelyn Lewis
• Guests: Nate Collins and Jessica Wadd, BDO
• Producer: Georgina Lee

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In this episode of Private Markets 360°, we welcome Ben Radinsky, a Managing Director and a Partner at HighVista Strategies. Ben brings his extensive expertise in specialty private credit to the forefront, sharing his insights into the evolving landscape of alternative investments. He dives deep into the opportunities present in "structurally inefficient" markets, shedding light on the allure of esoteric assets. Additionally, Ben explores the critical dynamics of beta versus alpha in credit investments, offering valuable perspectives that will help us navigate the future of private markets.

Credits:

• Host/Author: Chris Sparenberg, Jocelyn Lewis
• Guests: Ben Radinsky, HighVista Strategies
• Producer: Georgina Lee

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www.spglobal.com/market-intelligence

In this episode of Private Markets 360°, we welcome Daniel Berglund, Head of US and Co-head of Healthcare at Nordic Capital. Daniel shares his extensive expertise and unique insights into the rapidly evolving healthcare investment landscape. As a key player in shaping and growing investments in this sector, he discusses the recent announcement of Nordic Capital's latest deal with Arcadia, a leading healthcare data platform. Daniel provides valuable insights into disrupting pharmacy benefit managers, which operate as intermediaries between insurers and pharmaceutical companies, and emphasizes the importance of adapting to market dynamics.

Credits:

• Host/Author: Chris Sparenberg, Jocelyn Lewis
• Guests: Daniel Berglund, Nordic Capital
• Producer: Georgina Lee

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On this episode of Private Markets 360°, Chris Botsford, Co-Founder and Chief Investment Officer at ADM Capital, shares his insights on the private credit market in Asia. He explores his extensive experience in investing in underfinanced SMEs, the importance of ESG principles, and the critical role of local relationships in navigating diverse jurisdictions.

Credits:

• Host/Author: Chris Sparenberg, Jocelyn Lewis
• Guests: Chris Botsford, ADM Capital
• Producer: Georgina Lee

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Rich Carson (Managing Director, Private Investments, Cambridge Associates) and Jerry Smith (Private Markets Product Strategy Lead, Mercer) join our hosts to discuss a new private markets collaboration between their firms and S&P Global. They explain how this initiative will improve the communication between GPs and LPs and support decision-making, by enhancing the sharing of performance data. Rich and Jerry also share their thoughts on the evolution of the private investment industry.

More S&P Global Content:

• Software, services & solutions to power growth in the Capital Markets
• [Blog] As LP-GP relations evolve, the need for a clearinghouse of data is increasing

Credits:

• Host/Author: Chris Sparenberg and Jocelyn Lewis
• Guests: Rich Carson, Cambridge Associates and Jerry Smith, Mercer
• Producer: Georgina Lee

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www.spglobal.com/market-intelligence

FOR INSTITUTIONAL INVESTOR USE ONLY. The information contained in this video is provided for educational and illustrative purposes only and is not intended to be relied upon as a forecast or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change without notice. The material was prepared without regard to specific objectives, financial situation or needs of any investor. Reliance upon information in this video is at the sole risk and discretion of the viewer.

Jacob Miller, Co-Founder and Chief Solutions Officer at Opto Investments, joins us on Private Markets 360° to share his insights into the current landscape of private markets. Jacob discusses macroeconomic trends, deal flow management, and the transformative role of AI in private equity.

More S&P Global Content:

• [Blog] AI's role in the private markets data analytics revolution
• [Blog] How private equity can harness AI

Credits:

• Host/Author: Chris Sparenberg, Jocelyn Lewis
• Guests: Jacob Miller, Opto Investments
• Producer: Georgina Lee

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www.spglobal.com/market-intelligence

Pooja Goyal, Partner and Chief Investment Officer of the Infrastructure Group at Carlyle, joins our hosts to share her extensive experience in infrastructure investing and the energy transition. Pooja discusses the significance of Copia Power, a company built and developed by Carlyle, and her firm's work on the JFK International Terminal Project. Pooja also explores the rapid growth of digital infrastructure while reflecting on her inspiring professional journey from investment banking to leading Carlyle's infrastructure efforts.

More S&P Global Content:

• Scale up for success in private markets with data, valuations, software & services

Credits:

• Host/Author: Chris Sparenberg, Jocelyn Lewis
• Guests: Pooja Goyal, Carlyle
• Editor: Patrick Moroney
• Producer: Georgina Lee

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