Second Thoughts… let’s make this more regular
Secondaries Investor
For the world’s alternative asset secondaries markets
Your secondaries podcast fix is now available as a standalone channel with fresh episodes available every fortnight.
Good news for all of those who love listening to podcasts on the commute into the office: our Second Thoughts podcast is now a regular feature with its own dedicated channel and a new episode out every fortnight.
You can subscribe to the channel here .
Readers will know we’ve been publishing episodes on secondaries since 2018 as part of PEI’s Spotlight podcast, including this one on GP-leds and this one on preferred equity . Since we started the Second Thoughts mini-series at the beginning of 2023, these episodes have attracted over 30,000 downloads.
In our standalone channel, we’ll continue discussing all things related to liquidity in private markets: key innovations, latest fundraisings and deal-making trends. We’ll also have in-depth reviews of our flagship content.
I’ve had the pleasure of interviewing some of the market’s leading figures including Blackstone Strategic Partners’ Verdun Perry , AlpInvest Partners ’ Michael Hacker , 高盛 ' Harold Hope and Ardian 's Vladimir Colas for Second Thoughts. My colleagues senior editor Adam Le, Americas correspondent Hannah Zhang and others have delved deeper into industry research and our conversations with market sources to bring you insight beyond our digital stories and scoops.
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We have two new episodes for you this week. In one, Adam sits down with AlpInvest Partners ' Louis Choy , PJT Partners ' Johanna Lottmann and Stephenson Harwood LLP 's Sarah de Ste Croix to discuss a key conundrum our editorial team has been busy unpicking of late : the real definition a lead investor. Click on the image above to take you straight there.
In the other, I am joined by Ingmar Vallano , managing partner of Clipway , to discuss the firm’s generative AI-focused strategy.
We also discussed areas of opportunity for the firm, challenges Vallano sees on the horizon and insights he believes generative AI can deliver. You can listen to this podcast here .?
As the secondaries market continues to grow, having an edge and a deep understanding of the market’s underlying trends and drivers will be crucial. You can now gain this insight every fortnight.
If you have any tips or pitches for the podcast please get in touch: [email protected]
Subscribe to Second Thoughts here .