Private Market Talks: Conversations and insights on the private markets with private capital’s leading figures.

• Building Lasting Value with KPS Capital Partners’ Michael Psaros

  In this episode of Private Market Talks, Michael Psaros, Co-Founder and Co-Managing Partner of KPS Capital Partners, joins Howard Beber to discuss KPS’s disciplined, operations-focused approach to industrial investing. Michael shares how his roots in a steel town shaped his career, why KPS measures success through absolute value creation and how the firm is navigating global technology and manufacturing shifts. He also reflects on leadership, long-term partnerships and the culture that has guided KPS’ success for more than three decades.

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• Charting the Future of Private Markets with Cambridge Associates’ Andrea Auerbach

  In this new episode of Private Market Talks, Andrea Auerbach, Global Head of Private Investments at Cambridge Associates, joins us to discuss the evolution of private markets, from fundraising slowdowns and liquidity challenges to the expanding role of AI in investment strategy. Andrea shares her perspective from over two decades of experience on how investors can navigate today’s complex environment and why the most compelling opportunities may be emerging right now.

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• Scaling and Innovating in Secondaries with Dawson Partners’ Yann Robard

  What’s next for secondary markets? In this episode of Private Market Talks, Dawson Partners’ Yann Robard joins us to unpack the evolving secondary market and untapped potential for increased capitalization. From structured solutions to the rise of NAV lending, Yann explains Dawson’s innovative approach to secondaries transcations. He also shares his outlook on private equity performance, lessons learned from building Dawson, and advice for the next generation of investors.

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  43:36

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• Structured Capital in Focus with Strategic Value Partners’ Brian Himot

  In this episode, partner and Private Funds co-head Howard Beber takes the host seat in a dynamic conversation with Brian Himot, head of structured capital at Strategic Value Partners (SVP). With more than $22 billion in assets under management, SVP is a leading global alternative investment firm focused on private credit, private equity and event-driven opportunities. Brian shares his path from tax lawyer to building SVP’s structured capital platform, where his team delivers flexible, tailored financing solutions for founder-led and sponsor-backed businesses. Together, he and Howard dive into the nuances of hybrid capital, weigh the advantages of sponsor vs. non-sponsor deals, and discuss why aligning with business owners on long-term growth is essential. They also explore how market volatility and shifting global dynamics are influencing deal flow, and what the next five years could bring for structured capital.

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• Navigating Policy, Private Markets and AI with Barings’ David Mihalick

  Barings is one of the world’s leading investment managers, with a platform that spans public and private markets, fixed income, real assets and capital solutions. In this episode, we sit down with David Mihalick, Co-Head of Global Investments at Barings, to explore how the firm is navigating today’s complex investment landscape. David shares insights on Barings’ multi-asset investment strategy, the knock-on effects of tariffs and current U.S. policy decisions and how middle-market companies are adapting to economic headwinds. We also discuss the evolving role of AI in private markets and its implications for human capital.

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