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

Two decades ago, HighVista Strategies set out to transform alternative investing by tapping into less efficient markets in search of alpha. Today, with $11 billion under management, the firm remains at the forefront of uncovering unique investment opportunities.   In this episode, we sit down with Raphi Schorr, Deputy Chief Investment Officer at HighVista, to explore how the firm crafts its portfolios, manages governance strategy and continues to redefine success in both public and private markets. Finally, as 2024 comes to a close, Raphi to shares his insights from the past year and predictions for what to expect in 2025.

In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private asset manager specializing in the US middle market. Together with its parent company FS Investments, Portfolio Advisors manages over $82 billion in assets, giving Liz unparalleled insights into today’s private market landscape.  During this episode, we take a deep dive into the secondaries market and the major forces driving its explosive growth. We talk about the pros and cons of continuation funds and the dynamic evolution of secondaries into new sectors. To close, we get Liz’s perspective on what makes a great CIO. Tune in for an in-depth, expert view on private markets and the future of secondaries!  

This is a special episode that we recorded live at Proskauer’s flagship Private Credit Summit, part of its private capital event series. More than 200 capital allocators, lenders and investors joined us for an afternoon of lively discussion about private credit, fund formation and other hot topics. A highlight of the event was this conversation with the keynote speaker, Kipp deVeer, Head of Credit at Ares Management, which we recorded live for out Private Market Talks audience. Ares is one of the world’s leading private credit asset managers, so we took the opportunity to get Kipp’s views on some of the most recent market trends hitting the headlines. We cover the impact of lower interest rates on loan volumes and returns, the probability of higher defaults, the fundraising environment, and the potential for dispersion among asset managers and consolidation within the industry. Click below to hear Kipp, live from the 2024 Private Credit Summit.

Welcome back to Private Market Talks!  In this episode, we are joined by Shanna O’Reilly, co-head of Private Investments at Wellington Management, one of the world’s largest investment managers.  Shanna helped drive the growth of Wellington’s Private Investment platform to where it now manages over $8.5 billion of AUM. During our conversation, we discuss how she built the platform by leveraging the firm’s public market expertise, particularly in late stage venture capital.    We cover the nuances of venture investing, risk diversification, the challenges of managing growth, and her strategy to lean into some of today’s hottest areas like credit real estate, debt and secondaries. To wrap up, we reflect on the keys to navigating a competitive landscape and essential qualities for building a unified and dynamic investment team.