Private Capital Call – Détails, épisodes et analyse

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Private Capital Call

Business & Entrepreneuriat

Fréquence : 1 épisode/48j. Total Éps: 26

The only podcast for institutional investors and asset managers of private capital around the world. Our conversations with industry thought-leaders covers the economy, capital markets, as well as private equity and private credit.

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🇫🇷 France - investing
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EP 26: Private credit - Signals, concerns, and manager selection

jeudi 30 juillet 2026 • Durée 32:07

This week we're joined by Sonali Basak, Chief Investment Strategist at iCapital, a global fintech leader transforming access to alternative investments. Sonali leads strategic thought leadership across public and private markets, delivering actionable insights to financial advisors, investors, and asset managers worldwide. Before joining iCapital, she spent 12 years at Bloomberg, most recently as the network's lead global finance correspondent and anchor, hosting the flagship show Open Interest and spearheading Bloomberg Invest. One of the most trusted voices in financial journalism, she now brings that same data-driven rigor to alternative investments.

We sit down with Sonali to unpack one of the most turbulent stretches private credit has faced in recent memory, from AI disruption to elevated redemption activity across major vehicles. We dig into the biggest misunderstandings fueling investor anxiety, particularly around liquidity, and the key signals advisors should watch to separate real risk from headline noise. We also trace the evolution of alternatives in high-net-worth portfolios, the education gap facing advisors and clients alike, and the criteria Sonali uses to evaluate private credit managers in today's increasingly complex environment.

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EP 25: From Lead Left to The Lead - Randy Schwimmer on private credit's Platinum Era

jeudi 16 juillet 2026 • Durée 31:55

This week we have a special edition of Private Capital Call. We're turning the tables on our own Randy Schwimmer, as Bloomberg Radio's Paul Sweeney takes the host chair to mark a milestone worth celebrating the relaunch of The Lead Left as The Lead. What started as a humble internal monthly newsletter at Chase Manhattan Bank in 1993 has grown into one of private capital's most widely read and respected publications, reaching over 46,000 subscribers and now entering an exciting new chapter.

In this candid and wide-ranging conversation, Randy reflects on three decades of educating investors about private credit - from explaining LIBOR to rookie bankers, to navigating the Great Recession, to making the case today for what he calls the Platinum Era of private credit. Randy and Paul dig into why the core middle market has quietly outperformed its larger counterparts, how retail investors are just beginning to discover this asset class, and why ground-level, defensive businesses remain the backbone of private credit's enduring appeal.

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EP16: Aaron Sack on the evolving middle market private equity landscape

mercredi 10 décembre 2025 • Durée 29:50

This month, we're delighted to welcome Aaron Sack, Head of Morgan Stanley Capital Partners (MSCP), a leading middle market private equity platform specializing in privately negotiated equity investments throughout North America. With 29 years of industry experience, Aaron leads investment strategy, portfolio management, board service, fundraising, and chairs the MSCP investment committee.

In this episode, Aaron provides insight into the dynamic middle market private equity landscape, highlighting the importance of operational value creation and collaborative partnerships with founders and business owners. He shares how MSCP focuses on essential service sectors, fosters business growth, and navigates today’s market challenges, while emphasizing private equity’s essential role in empowering small and midsize companies. Aaron also offers guidance for young professionals considering a career in private equity.

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EP15: Rick Miller on private credit opportunities amid ongoing uncertainty

mercredi 5 novembre 2025 • Durée 27:12

This month, we’re pleased to welcome Richard Miller, Group Managing Director and Chief Investment Officer of TCW Private Credit Group, which specializes in providing senior secured loans to U.S. middle market borrowers. With more than 30 years of capital markets experience, Rick leads TCW’s private credit investment strategy and portfolio construction, and has been recognized on the Institutional Investor “All American High Yield Research Team” for six consecutive years.

In this episode, Rick addresses some of the most pressing questions facing U.S. middle market direct lending amid ongoing macro uncertainty: Is the opportunity still as attractive as in years past? Is too much money chasing too few deals? Are spreads compressing as interest rates fall, and how real are risks like defaults and losses in private credit? Rick also shares the year's biggest surprises, his outlook for the future, and practical advice for those considering a career in this dynamic sector.

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EP14: Francis Griffin on the evolving private credit landscape

jeudi 16 octobre 2025 • Durée 25:42

This month, we're pleased to welcome Francis Griffin, Senior Vice President in Callan's Alternatives Consulting Group. Callan is one of the largest independently owned investment consulting firms in the U.S., advising institutional investors with over $3 trillion in total assets. Francis leads Callan's private credit research efforts and brings more than 25 years of experience in private markets, spanning investment research, business development, and portfolio management.

In this episode, Francis shares his insights on how the current macroeconomic environment is impacting both private credit and private equity markets. We explore why he believes there's a compelling private credit opportunity emerging in Europe, discuss the key risks investors should be aware of in private credit investing, and dive into his framework for selecting quality private credit managers. Francis also offers practical guidance on what wealth investors should prioritize when evaluating private credit opportunities, and shares his outlook for this asset class over the next 12 months.

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EP13: Cameron Dawson on unlocking private debt opportunities for wealth investors

mardi 9 septembre 2025 • Durée 21:05

This month, we’re pleased to welcome Cameron Dawson, Chief Investment Officer at NewEdge Wealth, a division of NewEdge Capital Group. NewEdge Wealth provides tailored solutions for ultra-high-net-worth individuals, family offices, and institutional clients. As CIO, Cameron leads the development of the firm’s investment themes, strategies, and market outlooks.

In this episode, Cameron discusses the differences between retail and institutional clients, the key educational priorities for private wealth investors, and how the risk/reward dynamics of public credit (bonds and loans) compare with private credit. She also explores the challenges and opportunities private credit managers face in accessing the retail market, and shares valuable lessons and advice for those aspiring to build a career in this industry.

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EP12: Mark Zandi on the U.S. economy & private credit

jeudi 31 juillet 2025 • Durée 25:32

This month, we’re pleased to welcome Mark Zandi, Chief Economist at Moody's Analytics, a leading provider of economic research and analytical tools. Dr. Zandi oversees Moody’s Analytics' economic research and is a trusted advisor to policymakers, businesses, and the media. He is the author of Paying the Price and Financial Shock, - described by The New York Times as the “clearest guide” to the financial crisis - and also hosts the Inside Economics podcast.

In this episode, Mark shares his latest outlook on the U.S. economy, covering key themes such as tariffs, consumer spending trends, Fed rate cut expectations, and inflation pressures. He also discusses the rising recession risk and how evolving trade policies may impact the broader landscape. We then turn to private credit’s growing role in the financial system, Moody’s recent research on private credit systemic risk and the shift from a hub-and-spoke banking model to a more interconnected network post-GFC. To wrap up, Mark reflects on the biggest economic surprise of the year so far—and what unexpected developments might lie ahead.

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EP11: Marcel Schindler on the private credit landscape

lundi 30 juin 2025 • Durée 26:33

This month, we welcome Marcel Schindler, Partner and Head of Private Debt at StepStone Group, a global private markets investment firm offering customized investment solutions, advisory, and data services. Marcel leads StepStone’s global private debt platform and is actively involved in both investment and management initiatives.

In our conversation, Marcel shares his outlook on the macro environment and why he believes the market reaction to tariffs has been more muted than expected. He walks us through StepStone’s analysis of 1,500 private credit deals across various scenarios and discusses key takeaways. We also explore the Fed’s rate path, how LPs are adjusting allocations in a low-growth world, and the growing sophistication of private credit strategies—from CLOs and secondaries to NAV-based lending.

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EP10: Jess Larsen on six wonders of private credit

Épisode 10

mardi 20 mai 2025 • Durée 34:40

This week, we’re pleased to welcome Jess Larsen, Founder & CEO of Briarcliffe Credit Partners - a premier placement agency exclusively focused on private credit. Briarcliffe specializes in fundraising services for established private credit strategies, helping firms navigate the evolving investment landscape. In our conversation, Jess shares his insights on what it takes to achieve a successful fundraise, highlighting the key criteria that distinguish top-performing GPs.

We also explore how investors are adapting to today’s economic uncertainty, including how LPs are adjusting their capital allocation strategies amid recession concerns. Finally, Jess introduces his concept of the “Six Wonders of Private Credit,” offering a unique perspective on the fundamental elements that drive success in this dynamic asset class.

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EP9: Bilal Hafeez on policy volatility

lundi 5 mai 2025 • Durée 25:12

This month, we’re pleased to welcome Bilal Hafeez, Founder and CEO of Macro Hive—a leading platform for global macro research and strategy serving both institutional and retail investors. Before launching Macro Hive, Bilal held senior roles at major financial institutions and has consistently been recognized as one of the top market strategists in the industry.

With rising geopolitical tensions and growing uncertainty around tariff policies, we’re eager to get Bilal’s take on policy volatility in a Trump 2.0 era. What is he seeing across the global landscape? How does he view the outlook for inflation and recession risks through 2025? What might we expect from the Fed’s interest rate policy, and how could these factors shape the broader capital markets? Most importantly, what should investors consider when positioning their portfolios—and are there sectors or strategies that could help mitigate these risks?

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Private Capital Call – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

LinkedIn10

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Qualité et score du flux RSS

Historique des publications

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Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

LinkedIn10

Other2