PEI Staff

Disruption Matters: The Exit Playbook

Disruption Matters is back for its fifth season, and this year's six-part podcast miniseries unpacks the playbook industry leaders are using to navigate the headwinds facing private markets exits, from market timing and buyer psychology, to talent, tech and value creation.

Side Letter: Pricing above par

In today's edition, Trophy assets are commanding premiums in the secondaries market; Moelis taps Lazard for its private capital advisory buildout; Temasek-linked Azalea raises a smaller fund of funds.

Side Letter: Secondaries divergence

In today's edition, Continuation fund activity outstrips traditional secondaries activity; New ESG rules could have a chilling effect on private markets; An APAC rainmaker resurfaces at an international GP.

Side Letter: 'Big, beautiful' opportunities?

The Trump administration's budget bill could further catalyse interest in defence opportunities and AI. Plus: a mixed outlook for emerging VC managers; and NYCERS doubles down on climate investing. Here's today's brief, for our valued subscribers only.

Summer reading: The books LPs are reading right now

Whether your seasonal plans include vacations or staycations, be transported with the faves shared by these private equity investors.

Investcorp on the mid-market sweet spot

Attractive competitive dynamics, value creation potential and monetisation optionality make the mid-market ideal for GP stakes, say Investcorp Strategic Capital Group’s Anthony Maniscalco and Weston Wilkinson.

Wafra: Underpinning emerging GPs’ growth

Next-generation managers may be an acquired taste for asset owners, but the potential for alignment can create attractive GP opportunities, according to Wafra’s Adel Alderbas and Gustavo Cardenas.

Number Crunch: PE shoots, PE scores

Drawn by skyrocketing revenues, private equity investment in sports is on the up

Future 40 Leaders – 2024: Lawyers

Meet six lawyers pushing the envelope across private equity fund structures and transactions, including secondaries and sustainable finance.

What LPs think will happen in private equity in 2024

PEI gathers market forecasts from leaders at Alaska Permanent Fund, Florida State Board of Administration, State of Wisconsin Investment Board and more.