Adapting to Change: Tax Insights and Market Dynamics (with Nate Collins, National Transaction Tax Advisory Practice Leader, and Jessica Wadd, Principal and Strategy and Innovation Segment Leader at BDO)
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 www.spglobal.com www.spglobal.com/market-intelligence
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23:48
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23:48
"Beautifully Inefficient": Uncovering Hidden Investment Opportunities in Private Credit (with Ben Radinsky, Managing Director and Partner at HighVista Strategies)
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 www.spglobal.com www.spglobal.com/market-intelligence
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46:37
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46:37
Strategic Shifts in Healthcare Investing (with Daniel Berglund, Head of U.S. and Co-Head of Healthcare at Nordic Capital)
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 www.spglobal.com www.spglobal.com/market-intelligence
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28:06
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28:06
Unlocking Private Credit Potential in Asia (with Chris Botsford, Co-Founder and Chief Investment Officer at ADM Capital)
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 www.spglobal.com www.spglobal.com/market-intelligence
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27:20
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27:20
Enhancing Data and Solutions in Private Markets with Cambridge Associates and Mercer (with Rich Carson, Managing Director, Private Investments, Cambridge Associates and Jerry Smith, Private Markets Product Strategy Lead, Mercer)
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 www.spglobal.com 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.
Build a 360° view of the private markets with new and insightful perspectives from industry thought leaders. Join co-hosts Jocelyn Lewis and Chris Sparenberg to hear voices across the alternative investment landscape as our hosts delve into topics across private equity, venture capital, private credit and more.
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