
Episodes
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7 days ago
7 days ago
The Asia-Pacific private credit market has doubled in the past five years, presenting growing and intriguing opportunities for credit investors. Despite its growth, the APAC region remains a complex, diverse and often unfamiliar landscape that accounts for only about 7% of the global private credit market.
We spoke with Christopher Botsford, founding partner of ADM Capital, to delve deeper into the APAC private credit market and the opportunities it presents as well as its key differentiators from the American and European regions. With over three decades of experience in the area, Chris shares his approach to navigating this dynamic market and strategies for successful credit investing in one of the world’s most vibrant economic areas.

Thursday Jan 16, 2025
Thursday Jan 16, 2025
In our first episode of 2025, we speak with Robert Stark, CEO of Nomura Capital Management, who has been building a private credit business and expanding Nomura’s investment management capabilities in the Americas. During our discussion, we learn how he successfully launched the platform in a highly competitive market and how Nomura has been able to activate its network of registered investment advisors to bring private credit to the private wealth channel.

Friday Dec 13, 2024
Friday Dec 13, 2024
Two decades ago, HighVista Strategies set out to transform alternative investing by tapping into less efficient markets in search of alpha. Today, with $11 billion under management, the firm remains at the forefront of uncovering unique investment opportunities.
In this episode, we sit down with Raphi Schorr, Deputy Chief Investment Officer at HighVista, to explore how the firm crafts its portfolios, manages governance strategy and continues to redefine success in both public and private markets. Finally, as 2024 comes to a close, Raphi to shares his insights from the past year and predictions for what to expect in 2025.

Friday Nov 15, 2024
Scoping Out Secondaries with Portfolio Advisors' Liz Campbell
Friday Nov 15, 2024
Friday Nov 15, 2024
In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private asset manager specializing in the US middle market. Together with its parent company FS Investments, Portfolio Advisors manages over $82 billion in assets, giving Liz unparalleled insights into today’s private market landscape.
During this episode, we take a deep dive into the secondaries market and the major forces driving its explosive growth. We talk about the pros and cons of continuation funds and the dynamic evolution of secondaries into new sectors. To close, we get Liz’s perspective on what makes a great CIO. Tune in for an in-depth, expert view on private markets and the future of secondaries!

Monday Oct 28, 2024
Headlines, Headlines, Headlines with Ares’ Kipp deVeer
Monday Oct 28, 2024
Monday Oct 28, 2024
This is a special episode that we recorded live at Proskauer’s flagship Private Credit Summit, part of its private capital event series. More than 200 capital allocators, lenders and investors joined us for an afternoon of lively discussion about private credit, fund formation and other hot topics. A highlight of the event was this conversation with the keynote speaker, Kipp deVeer, Head of Credit at Ares Management, which we recorded live for out Private Market Talks audience.
Ares is one of the world’s leading private credit asset managers, so we took the opportunity to get Kipp’s views on some of the most recent market trends hitting the headlines. We cover the impact of lower interest rates on loan volumes and returns, the probability of higher defaults, the fundraising environment, and the potential for dispersion among asset managers and consolidation within the industry. Click below to hear Kipp, live from the 2024 Private Credit Summit.
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Friday Oct 04, 2024
Friday Oct 04, 2024
Welcome back to Private Market Talks! In this episode, we are joined by Shanna O’Reilly, co-head of Private Investments at Wellington Management, one of the world’s largest investment managers. Shanna helped drive the growth of Wellington’s Private Investment platform to where it now manages over $8.5 billion of AUM. During our conversation, we discuss how she built the platform by leveraging the firm’s public market expertise, particularly in late stage venture capital.
We cover the nuances of venture investing, risk diversification, the challenges of managing growth, and her strategy to lean into some of today’s hottest areas like credit real estate, debt and secondaries. To wrap up, we reflect on the keys to navigating a competitive landscape and essential qualities for building a unified and dynamic investment team.

Friday Jun 21, 2024
Private Credit with Golub Capital’s David Golub
Friday Jun 21, 2024
Friday Jun 21, 2024
In this episode, we are joined by David Golub, President of Golub Capital and one of the first movers in the private credit industry. Since its founding over 30 years ago, Golub Capital has made over $150 billion in loans and won over 40 industry awards. Today, the firm has over $70 billion of capital under management.
During our conversation, David discusses how he and his brother, Lawrence, started Golub Capital and the drivers of its consistent performance year-over-year. We discuss the current state of the leveraged loan market, including impact of the higher-for-longer interest rate environment, the resiliency of middle market companies, and the recent resurgence of the broadly syndicated loan market. We also explore key industry trends, including the potential for consolidation, the competitive advantage of scale, and the growing retail market for alternative assets. Finally, David reflects on the future of Golub capital.

Monday Jun 10, 2024
Monday Jun 10, 2024
In our newest episode of Private Market Talks, we’re joined by Steven Batchelor and Martina Sanow of Hg Capital, one of the largest and most successful private equity firms in the world. Specializing in technology, financial services software, and healthcare software companies in Europe and North America, Hg manages approximately $65 billion in funds and supports a portfolio of about 50 businesses worth an aggregate enterprise value of over $140 billion.
During our conversation with Steven and Martina, we discuss Hg’s investment strategy; its innovative, disciplined approach to realization on investments; and the emerging trend in private capital to attract wealthy individual investors.