Episodes
61
Latest episode
Jun 2026
Language
EN
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.
This episode of RPM explores the evolving landscape of venture capital in 2026, focusing on market shifts, liquidity challenges, and strategic opportunities in secondaries and selectivity. Experts Stephen West and Anthony Giambrone sit down with Maribel Yoo to share insights on innovation, platform shifts, and future value drivers.
In this episode of RPM, Michael Venne sits down with Akhilan Nesaratnam to explore why UK private equity has quietly outperformed, despite the noisy macro backdrop. They unpack three forces shaping the market’s edge—scarcity, specialism, and succession—and what could change as the Mansion House Accord signals a new wave of domestic capital and competition.
In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.
Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.How energy sources are powering AI (1:57)The role of private capital (6:19)Practical bottlenecks around AI growth (8:52)Remapping of geostrategic value (13:09)Resources and opportunities in space and the deep sea (15:11)What’s next (21:55)
In the 9th episode of RPM—Reflections on Private Markets, head of research and portfolio management Tom Keck summarizes current market conditions (00:30), explains how StepStone is positioned with respect to inflation and interest rate risk (02:08), discusses where the risks and opportunities post-Covid may lie (04:18), and explores what effect higher input prices and interest rates would have on private markets (07:35).See omnystudio.com/listener for privacy information.
Nature provides the building blocks for civilization, arable soil, air and water filtration, ore and minerals for extraction, and economic and recreational opportunities. In almost any other context, you would expect to pay for these services. But with nature, we are wont to expect these things for nothing. Hence the title for the white paper we released late last year, “We don't value nature.”As financiers and economists, we are wont to look at nature and try to derive an ROI. And for that reason, institutions have underrated nature—the returns were not competitive with other asset classes. Part of the reason for that is society had not properly placed a price on all the benefits and pleasure it derives from nature. And by doing so, the thinking goes, nature will find a place in investors’ portfolios. On this episode of RPM, Susanne Tavill, StepStone’s Head of Responsible Investment, discusses nature-based investing. Among other things we discuss: How better pricing can help resolve the nature crisis (9:39); The relationship between climate and nature investing (13:40); The challenges investors are facing in building a nature-based portfolio (20:32); COP15: where it succeeded and how it can improve (23:12); and How the digital divide has been a two-way street (28:58). See omnystudio.com/listener for privacy information.
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.
In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, rejoin co-host Maribel Yoo to discuss our Fall 2023 House Views on the state of the real estate market. They cover: Updates from our Spring House Views (1:49); Impact from liquidity constraints (5:15); Property trading volume (6:52); and Property type outlooks (7:57). See omnystudio.com/listener for privacy information.
In this episode of RPM, Suzanne Tavill, Partner and Head of Responsible Investment at StepStone, is joined by special guest Paul Fehlinger, Director of Policy Innovation and Impact at Project Liberty Institute to discuss Responsible AI, the opportunities and challenges that come with it, and why what we see right now is just the tip of the technology iceberg. They cover: How LPs think about AI (2:10); Our observations on Responsible AI (3:50); Fair data economy (6:57) Best practices in risk management (9:08) GPs’ value proposition (12:22) How LPs can mitigate risk (16:56) See omnystudio.com/listener for privacy information.
In this episode of RPM, Ted Panarese and Aditya Fontana-Raina, New York-based Managing Directors on our private equity team, join co-host Anna Marcus to explore whether emerging managers truly represent a disproportionate source of risk, or if the opportunity has been mischaracterized. They cover: Revisiting the case for emerging managers (3:02) What the data says about early-fund outperformance (4:12) The ideal Fund I profile (6:41) Risks with Fund I investing (11:15) Building a disciplined emerging manager playbook (13:52) Risk management at the program and portfolio level (16:36) Key takeaways (21:32) See omnystudio.com/listener for privacy information.
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