The Power of NAV Financing (with Peter Hutton, Head of NAV Financing at Arcmont Asset Management)
In this episode of Private Markets 360°, we welcome Peter Hutton, Head of NAV Financing at Arcmont Asset Management, one of Europe's largest private credit firms with €38 billion in assets under management. With extensive experience in private debt, Peter shares his insights into the fundamentals of NAV financing and how it is reshaping liquidity for sponsors. We explore key trends driving the future of NAV financing and its impact on the investment landscape. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Peter Hutton, Arcmont Asset Management Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence
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21:47
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21:47
A Conviction in Industrials with American Securities (with Scott Wolff, President & Managing Director at American Securities)
In this episode of Private Markets 360°, we welcome Scott Wolff, President and Managing Director at American Securities. With over two decades at the firm, Scott has played a pivotal role in shaping investment strategies, particularly within the industrial sector. Scott shares invaluable insights into the current deal environment, the innovative application of AI solutions to enhance operational efficiencies, and the importance of developing internal talent within portfolio companies. His extensive experience provides a unique perspective on the complexities and potential of private investments in today's market. Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Scott Wolff, American Securities Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence
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26:23
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26:23
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
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.
Ireland