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RPM - Reflections on Private Markets

StepStone Group
Real Estate
Responsible AI
Private Debt
Infrastructure
Interest Rates
Private Equity
Stepstone Group
Limited Partners
Data Economy
Infrastructure Secondaries
Evergreen Fund Structures
Real Estate Liquidity Insights
Stepstone Real Estate
Investment Opportunities
Private Markets
Generative AI
Energy Transition
Data Centers
Artificial Intelligence
Inflation Reduction Act

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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Artwork for RPM - Reflections on Private Markets

Latest Episodes

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 C... more

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 everg... more

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:

... more

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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... more

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Recent Guests

Fabian Körzendörfer
A Zurich-based partner on the private debt team
StepStone Group
Episode: Why private debt is well-suited for evergreen fund structures with Fabian Körzendörfer
Paul Fehlinger
Director of Policy Innovation and Impact at Project Liberty Institute
Project Liberty Institute
Episode: The future of Responsible AI with Suzanne Tavill and Paul Fehlinger
Geoffrey Dolan
Partner on the private equity research team based in New York
StepStone Group
Episode: Inside the private equity co-investment market with Geoffrey Dolan
Suzanne Tavill
Head of responsible investment at StepStone Group
StepStone Group
Episode: The emergence of Responsible AI with Suzanne Tavill
Jeff Giller
Partner and head of StepStone Real Estate
StepStone Group
Episode: Spring 2024 Real Estate House Views with Jeff Giller and Margaret McKnight
Margaret McKnight
Partner and head of portfolio solutions for SRE
StepStone Group
Episode: Spring 2024 Real Estate House Views with Jeff Giller and Margaret McKnight

Hosts

Michael Venne
Host of RPM, providing insights into private markets and responsible investing.
Anna Marcus

Reviews

4.9 out of 5 stars from 37 ratings
  • Great Insight

    Michael and Maribel excellently moderate these short burst pods with very knowledgeable guests.

    Apple Podcasts
    5
    Poppa121121
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the knowledgeable discussions and expert moderation, with praises for the insights shared by guests.

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Talking Points

Recent interactions between the hosts and their guests.

Why private debt is well-suited for evergreen fund structures with Fabian Körzendörfer
Q: What is a co-investment?
A co-investment is a direct investment into a loan alongside a leading GP, optimizing fees and enhancing diversification.
Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic
Q: What is the outlook for direct lending volumes?
The outlook for private market volumes is positive, with better deal flow observed and a belief that capital deployment will improve.
Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic
Q: How have middle market companies been faring so far?
Middle market companies have been resilient and achieved positive earnings growth overall in 2023, reaching even double-digit earnings in the first quarter of 2024.
Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic
Q: Is it fair to say we've entered a new regime in private debt?
Yes, we have entered into a new regime as private debt has mostly existed in a low interest rate environment, and high rates are now affecting the asset class.
Inside the private equity co-investment market with Geoffrey Dolan
Q: Overall, what is important in building a successful co-investment portfolio?
There's a need for broad GP reach, adequate resources, and proper underwriting capabilities.

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Frequently Asked Questions About RPM - Reflections on Private Markets

What is RPM - Reflections on Private Markets about and what kind of topics does it cover?

Content primarily covers the complexities of private markets, including discussions on private equity, private debt, real estate, and infrastructure. Each episode features industry experts from StepStone Group who share insights on evolving market trends, investment strategies, and the implications of macroeconomic factors on portfolio management. Noteworthy is the focus on future investment practices in light of responsible investing and the challenges presented by climate change and technology, indicating a comprehensive examination of both current and emerging issues affecting investors and market dynamics. The engaging format, often enriched by expert guests, aims to educate listeners on sophisticated investment landscapes, making it id... more

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Which podcasts are similar to RPM - Reflections on Private Markets?

These podcasts share a similar audience with RPM - Reflections on Private Markets:

1. The View From Apollo
2. Dry Powder: The Private Equity Podcast
3. Capital Allocators – Inside the Institutional Investment Industry
4. The Credit Edge by Bloomberg Intelligence
5. The TreppWire Podcast: A Commercial Real Estate Show

How many episodes of RPM - Reflections on Private Markets are there?

RPM - Reflections on Private Markets launched 5 years ago and published 54 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on RPM - Reflections on Private Markets?

Recent guests on RPM - Reflections on Private Markets include:

1. Fabian Körzendörfer
2. Paul Fehlinger
3. Geoffrey Dolan
4. Suzanne Tavill
5. Jeff Giller
6. Margaret McKnight

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