Podcast•Feb 27, 2026•23 min
No More 'Easy Trades': REIT Take-Privates Could Slow in Reshaped Market
The episode examines the recent slowdown in REIT take‑private activity as market conditions improve, highlighting the $3.4 billion Affinius Capital acquisition of Varus Residential REIT as a benchmark. Guests Jonathan Brass, Sarah Marks, and Matthew Norris explain that higher valuations, abundant dry‑powder, and stronger board positions are reducing the discounts that once fueled aggressive privatizations, especially in residential and industrial sectors. They note that while large managers like Blackstone still keep privatizations on their radar, the pool of viable targets has shrunk to roughly 7% of U.S. REITs, prompting a shift toward equity offerings and other growth strategies. The discussion underscores a broader transition from opportunistic buy‑outs to more selective, growth‑oriented capital deployment.
By The PERE Podcast
Podcast•Feb 26, 2026•0 min
🎥 MSCI's Luke Flemmer - "Bringing Clarity to Investment Decisions"
In this episode, Luke Flemmer, head of private assets at MSCI, explains how standardizing and normalizing data can unlock transparency, price formation, and liquidity in private markets, drawing parallels to past evolutions in bonds, FX, and equities. He argues that...
By Alt Goes Mainstream
Podcast•Feb 25, 2026•27 min
Exited Founder Podcast | Sean McKenna: How He Sold His HR Tech Startup to Dayforce in 16 Months
In this episode, Sean McKenna recounts how he founded Data Fusion HCM, a payroll and HR‑tech integration platform, and sold it to Ceridian (now Dayforce) within 16 months. He explains the strategic advantage of building a product that solved a...
By The Wise Exit
Podcast•Feb 24, 2026•0 min
Learnings From a $1BN+ Exit and 300 Investments in Private Equity
CapitalSpring, a sector‑focused private equity firm, recently completed a $1 billion‑plus exit of its Sizzling Platter portfolio to Bain Capital. Over two decades, the firm has deployed $4 billion across more than 300 investments, primarily in multi‑location foodservice and consumer brands. It...
By Making Billions: The Private Equity Podcast
Podcast•Feb 20, 2026•0 min
Software Update: AI Saas Scare Haunts Capital Markets
Recent AI upgrades, notably Anthropic’s Claude Co‑worker agent, are unsettling SaaS valuations and complicating IPO plans for many software firms. The devaluation of SaaS‑related loans is eroding the collateral base of collateralised loan obligations, with similar pressures hitting chemical‑sector loans....
By The GlobalCapital Podcast
Podcast•Feb 18, 2026•0 min
Employee Ownership as a Search Fund Advantage, Turner Wyatt of Small Capital
Turner Wyatt, founder and CEO of Small Capital, funds self‑funded searchers who embed employee ownership from acquisition day one. He argues that search fund deals can address income inequality while enhancing business performance by giving employees a stake. Small Capital’s...
By Search Funded: The ETA Podcast
Podcast•Feb 17, 2026•0 min
Building a Value Creation Machine & Scaling a Private Equity Firm
Chris Sznewajs of Pacific Avenue Capital Partners discussed how the firm builds a private‑equity platform centered on complex corporate carve‑outs and assets owned by “unnatural owners.” The firm leverages proprietary sourcing through corporate relationships and invests heavily in an operational...
By Making Billions: The Private Equity Podcast
Podcast•Feb 17, 2026•51 min
Private Equity Deal Teams and the Discipline to Win
In this episode of Best But Never Final, Lloyd Metz, Doug McCormick, and Sean Mooney break down the anatomy of a private‑equity deal team, outlining the typical roles—from associates and analysts to VPs, principals, and managing directors—and how responsibilities shift...
By Best But Never Final: Private Equity’s Pursuit of Excellence
Podcast•Feb 14, 2026•0 min
🎥 AGM Unscripted: Goldman Sachs' Jeff Fine - An Investor’s Guide to Private Markets
Goldman Sachs Partner Jeff Fine discussed private markets and wealth channels on the Alt Goes Mainstream podcast, recorded at the 2025 Alternatives Summit. He outlined the evolving landscape, the role of product specialists, AI’s impact, and the growing participation of...
By Alt Goes Mainstream
Podcast•Feb 12, 2026•0 min
🎥 AGM Unscripted: Goldman Sachs' Harold Hope - Secondaries: A Primary Consideration
Goldman Sachs’ Harold Hope, Global Head of Vintage Strategies, sat down on the Alt Goes Mainstream podcast to discuss the rapid evolution of the private‑markets secondaries space. He traced the market from a modest $2 billion annual volume 25 years ago to...
By Alt Goes Mainstream
Podcast•Feb 11, 2026•0 min
🎥 AGM Unscripted: Goldman Sachs' Kristin Olson - The Evolution of Alternatives: Bridging Private Markets and Wealth
Goldman Sachs hosted its 2025 Alternatives Summit, spotlighting the integration of private markets into mainstream wealth management. In a podcast interview, Kristin Olson, Global Head of Alternatives for Wealth, outlined how the firm’s platform is scaling access to private equity,...
By Alt Goes Mainstream
Podcast•Feb 10, 2026•0 min
🎥 AGM Unscripted: Goldman Sachs' James Reynolds - From Mezzanine to Moats: Over a Quarter-Century of Goldman Sachs Private Credit
In this episode, Goldman Sachs Asset Management’s global co‑head of private credit, James Reynolds, reflects on 25 years of building the firm’s private credit franchise, emphasizing a culture of disciplined underwriting, selective origination, and leveraging Goldman’s broader banking ecosystem. He explains...
By Alt Goes Mainstream