Podcast
RPM - Reflections on Private Markets
Hosted by StepStone Group · 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.
16episodes
Episodes
Newest firstAll episodes
Now is the time for infrastructure secondaries with Tim Rees
Jul 2, 202500:24:37Tap to summarizeIn 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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Spring 2025 Real Estate House Views with Jeff Giller and Margaret McKnight
Jun 26, 202500:15:07Tap to summarizeIn 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
Jun 11, 202500:25:05Tap to summarizeThis 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.
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The future of Responsible AI with Suzanne Tavill and Paul Fehlinger
Apr 23, 202500:25:16Tap to summarizeIn 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.
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Real Estate Liquidity Insights with Jeff Giller and Margaret McKnight
Mar 17, 202500:13:52Tap to summarizeIn 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, join co-host Anna Marcus to discuss our recent Real Estate Liquidity Insights report, which analyzes fund level cash flows and trends shaping liquidity in the real estate market. They cover: Deployment trends (1:35); Technical factors (2:16); Behavioral factors (5:02); Lack of sales and distributions (7:28); The opportunity for investors (12:17). See omnystudio.com/listener for privacy information.
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Real estate secondaries with Jeff Giller and Margaret McKnight
Feb 15, 2024Tap to summarizeIn this episode of RPM, co-host Maribel Yoo hands the mic to Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, to interview Jeff Giller, Partner Head of StepStone Real Estate, about our recent whitepaper, Bull market for real estate secondaries. They discuss: Why it is a bull market for RE secondaries (01:22); Comparing GP- and LP-led secondaries (06:50); Why we like GP-led secondaries (10:55). See omnystudio.com/listener for privacy information.
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