Diversifying your Asia exposure with Zhiyao Ma and Hansong Qu
In this episode of RPM, Zhiyao Ma and Hansong Qu, Vice Presidents on StepStone's Asia Private Equity team, join co-host Anna Marcus to discuss the investment case for Japan and India and why these markets may be top of mind for investors looking at China +1 alternatives. The focus on Japan and India (2:21) Growing deal volume in Japan (4:15) Misconceptions about Japan PE (7:17) India's investment pitch (8:44) The India opportunity set (11:47) Advice for investors (20:12) For more on this topic, read our "Diversifying your Asia exposure" whitepaper series which includes papers on Japan private equity and India private equity. See omnystudio.com/listener for privacy information.
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Why private debt is well-suited for evergreen fund structures with Fabian Körzendörfer
In this episode of RPM, Fabian Körzendörfer, a Zurich-based Partner on StepStone’s Private Debt team, joins co-host Michael Venne to discuss the benefits of private debt and why the asset class fits well with evergreen fund structures. Why evergreens (03:01) Historical performance (9:04) How to generate liquidity in PD (12:49) Benefits for institutions vs. individuals (19:05) Co-investments in evergreens (22:02) Key considerations (25:25) See omnystudio.com/listener for privacy information.
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Now is the time for infrastructure secondaries with Tim Rees
In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and why the market is gaining momentum. They cover: Growth of infrastructure asset class (00:51) Scale of the secondary market (03:26) Drivers of growth in infra secondaries (05:19) Synergies from primaries and co-investments (09:36) Advice for new investors (19:39) Diversification and other considerations (22:23) See omnystudio.com/listener for privacy information.
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24:37
Spring 2025 Real Estate House Views with Jeff Giller and Margaret McKnight
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Spring 2025 House Views on the state of the real estate market. They cover: Market shifts and the new cycle (:50); US real estate landscape (1:55); Best practices amid volatility (5:51); European outlook (8:29); US policy risks and opportunities (9:02); Real estate capital raising (12:50) See omnystudio.com/listener for privacy information.
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Responsible use in DUT and defense investing with Suzanne Tavill and Brooke Latham
This episode of RPM features Suzanne Tavill, Partner and Head of Responsible Investment at StepStone, in conversation with Brooke Latham, Head of Sustainability at the NATO Innovation Fund. They explore what it means to invest responsibly in dual-use technologies, with a focus on the evolving concept of “responsible use.” Defense spending (1:33) Changing nature of threats (5:03) Responsible use with NIF (7:35) Real-world examples (11:02) The importance of accountability (15:20) The role of the asset owner (17:35) See omnystudio.com/listener for privacy information.
StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.
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