Private Markets 360°

In this episode of Private Markets 360°, we welcome Thomas Friedberger, Co-CIO of Tikehau Capital. Thomas discusses the shifting macro environment in private markets and the transition from efficiency to resilience as a new paradigm for value creation. With concerns ranging from long cycles of low growth to the evolving role of capital expenditure, Thomas offers a compelling view on how private markets must adapt to these profound changes. Thomas also shares Tikehau's low-leverage approach and focus on enablers of resilience, including energy transition, aerospace and defense, as well as opportunities across credit and debt. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Thomas Friedberger Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany  

In this episode of Private Markets 360°, we welcome Glenn Grimaldi, CEO of Naftali Credit Partners. Glenn discusses his journey from traditional banking to private credit and shares insights into the evolution of real estate debt markets. He explores Naftali Credit's rational and disciplined investment approach, its focus on sectors such as multifamily in gateway markets, and how the firm identifies value and manages risk. Glenn also discusses institutional investor engagement and the outlook for private credit as the sector continues to mature. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Glenn Grimaldi Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany

In this episode of Private Markets 360°, we welcome Laura Kirk, Head of Private Investments Capital Formation and Investor Relations at Wellington Management. Laura discusses her career journey from Goldman Sachs to Wellington; the firm's organically built private markets platform; and its approach to capital formation, fundraising, and client relationships. She also explores the evolving landscape for private markets, including public-private convergence, wealth-channel access, evergreen vehicles, private credit, secondaries, and the role of technology in broadening investor access. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Laura Kirk Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany  

In this episode of Private Markets 360°, we welcome Melanie Levine, Partner and Global Head of Client Partnerships and Business Development at Davidson Kempner. Melanie shares her insights on how Davidson Kempner differentiates itself in the competitive landscape, the impact of current market trends on investor allocations, and what lies ahead for private markets. Melanie also discusses her journey to Davidson Kempner, from being the second hire on the fundraising team to co-managing the client partnerships and business development team today.   More S&P Global Content:  Your AI agents need to be principled and policy aligned. Learn more > Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Melanie Levine Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany

In this episode of Private Markets 360°, we welcome Rachel Barton, Global Lead for CEO Advisory and Private Equity at Accenture. Rachel shares insights from advising private equity firms across the full deal lifecycle and explains what's fundamentally different in private equity today. We discuss how the definition of having an edge has shifted, with firms now relying on advanced analytics, AI, and ecosystem collaboration to stay competitive as traditional sources of value become less reliable. Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Rachel Barton Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

In this episode of Private Markets 360°, we welcome Peter Aliprantis, Partner and Head of Private Wealth Americas at EQT. Peter discusses EQT's global growth, its "locals with locals" investment approach, and the acquisition of Coller Capital to expand its secondaries platform. He also explores the shift from public to private markets, the rise of evergreen structures, and how AI, data centers, and energy infrastructure are shaping long-term opportunities. Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Peter Aliprantis, EQT Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

In this episode of Private Markets 360°, we welcome David Hedalen, Head of Private Markets Strategy & Research at Aviva Investors. David discusses how his team approaches research across the private markets landscape, using proprietary and third-party data to inform investment decisions, portfolio construction, and regional views, with a focus on European markets. He explores Aviva's "insurance-backed buy-and-maintain" strategy for private debt, the growing importance of transparency for investors, and key findings from Aviva's private markets survey of 500 institutional investors. David also examines the rise of evergreen funds for DC investors and how infrastructure is evolving as it increasingly overlaps with real estate.   More S&P Global Content:  Be the first to move on private markets value while it's still taking shape. Uncover Hidden Potential>   Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: David Hedalen, Aviva Investors Producer: Georgina Lee Published With Assistance From: Barb Dalumpines, Kimberly Olvany, Odesha Chan, Patrick Moroney, Rupal Gupta, Sophie Carr Editor: Lee Williams   www.spglobal.com www.spglobal.com/market-intelligence

In this episode of Private Markets 360°, we welcome Alona Gornick, Managing Director, Senior Investment Strategist at Churchill Asset Management. Alona's journey from investment banking to deal origination at Churchill and now guiding wealth investors through a rapidly changing landscape highlights the importance of adaptability, discipline and transparency in today's market. She discusses Churchill's differentiated approach, the advantages of its integration with Nuveen's broader ecosystem, and its commitment to rigorous diligence and investor education. Alona also offers insights on the competitive dynamics of wealth management, the importance of consistency in deal structuring, and the critical questions high net worth investors should be asking in today's market.   More S&P Global Content:  Be the first to move on private markets value while it's still taking shape. Uncover Hidden Potential>   Credits:  Host/Author: Christina McNamara and Jocelyn Lewis Guests: Alona Gornick, Churchill Asset Management Producer: Georgina Lee Published With Assistance From: Sophie Carr, Kimberly Olvany   www.spglobal.com www.spglobal.com/market-intelligence

In this episode of Private Markets 360°, we welcome Dane Graham, Partner at 17Capital. With nearly 25 years of finance experience, including senior roles at RBC Capital Markets and Citigroup, he's followed the NAV market since its early days as it evolved from a niche solution into a core private markets tool. Dane discusses how strategic financing has matured alongside private equity, the misconceptions investors still face, and how flexible, well-aligned capital can support liquidity needs, portfolio optimization, and long-term value creation in a changing landscape.   More S&P Global Content:  S&P Global, Cambridge Associates, Mercer Private Markets Performance Analytics    Credits:  Host/Author: Chris Sparenberg and Christina McNamara Guests: Dane Graham, 17Capital Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany   www.spglobal.com www.spglobal.com/market-intelligence

In this episode of Private Markets 360°, we welcome Bob Belke, Managing Partner at Lovell Minnick, whose 26-year career began at TIAA and led him to help grow Lovell Minnick in its early days in 2000. Bob discusses what makes lower middle market buyouts different - especially the value of specialization, early outside institutional involvement, and a disciplined approach to investing - and how private equity has evolved over the past two decades. He also shares insights on today's market dynamics, the liquidity needs investors face, and why consistent value creation remains essential in a highly competitive environment. More S&P Global Content:  S&P Global, Cambridge Associates, Mercer Private Markets Performance Analytics    Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Robert Belke, Lovell Minnick Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany   www.spglobal.com www.spglobal.com/market-intelligence