Private Markets 360°

In this episode of Private Markets 360°, we welcome Sarah Samuels, Chief Investment Officer at NEPC. With a diverse background in managing endowments, family offices, and public pensions, Sarah discusses the dynamic nature of capital raising, the importance of due diligence, and innovation. She highlights opportunities in the lower middle market, the convergence of public and private markets, and the impact of economic disruption on investment strategies. Drawing on her experience as Chair of the CFA Society Boston, Sarah shares her passion for education and financial literacy, which inspired her to author a children's book on money and role models.
 
More S&P Global Content: 
[Report] Private Equity Outlook 2026

Credits: 
Host/Author: Chris Sparenberg and Jocelyn Lewis
Guests: Sarah Samuels, NEPC
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 Adam Cady and Klaus H. Hessberger, Global Co‑Heads of Financial Sponsors at Lazard, who discuss the current state of the global financial sponsor market, the impact of geopolitical trends and rising M&A activity.

More S&P Global Content: 
[Report] Private Equity Outlook 2026
[Survey] 2026 Private Equity and Venture Capital Pulse Survey

Credits: 
Host/Author: Chris Sparenberg and Jocelyn Lewis
Guests: Adam Cady and Klaus H. Hessberger, Lazard
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 Fann, Partner, Senior Managing Director and Head of Investor Relations at VSS Capital Partners, to explore the evolution of structured capital, the unique needs of lower middle market businesses, and how VSS is helping entrepreneurs unlock value and scale through flexible creative capital solutions. Drawing on 30 years of experience across private equity, credit, real assets and real estate, David shares his perspective on building resilient companies, adapting to economic and geopolitical challenges, and the future of investor relations.
Credits: 
Host/Author: Chris Sparenberg and Jocelyn Lewis
Guests: David Fann, VSS Capital Partners
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 Mark Sotir, president of Equity Group Investments, to discuss the firm's flexible investment approach and how its operational expertise drives long-term value creation. Mark shares insights on EGI's strategy for scaling businesses into multi-billion-dollar enterprises, the importance of understanding your audience when seeking investment, and why risk management and strong leadership are crucial for sustainable growth in the dynamic world of private markets.
Credits: 
Host/Author: Chris Sparenberg and Jocelyn Lewis
Guests: Mark Sotir, Equity Group Investments
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 Adam Kanter, partner in the Investment Management practice group at Mayer Brown. With over 17 years of experience, Adam specializes in regulatory compliance, advising US and non-US investment advisors and firms on a range of issues, including recent SEC marketing rule changes. He discusses the fundamentals of regulatory compliance and how new developments are shaping the investment management industry.
Credits: 
Host/Author: Christina McNamara and Jocelyn Lewis
Guests: Adam Kanter, Mayer Brown
Producer: Georgina Lee
Published With Assistance From: Feranmi Adeoshun
www.spglobal.com
www.spglobal.com/market-intelligence