Private Markets 360°

Nicholas Brooks, Head of Economic and Investment Research at ICG, brings a concise macro view shaped by tracking company-level data. He discusses why 2025 proved resilient, drivers of U.S.-Europe divergence, the rise of hybrid capital and structured solutions, impacts of falling rates, and key themes and risks for private markets in 2026.

In this episode of Private Markets 360°, Warren Hibbert, Co-Founder of Asante Capital, shares insights on today's challenging fundraising landscape and the rise of spinouts. He discusses the importance of team dynamics and alignment of interests, how Asante is reshaping the placement agent model, and touches on the growing interest in AI-driven strategies within private markets. More S&P Global Content: [Report] Private Equity Outlook 2026 Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Warren Hibbert, Asante Capital Group Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

Sarah Samuels, Chief Investment Officer at NEPC and seasoned allocator, shares her journey from admin to CIO. She discusses manager selection and deep due diligence. She explores lower‑middle market opportunities, the rise of secondaries and private credit, and the convergence of public and private markets. She also highlights her work on financial literacy for kids.

Klaus H. Hessberger, a veteran banker leading Lazard’s European sponsor coverage, and Adam Cady, an experienced investment banker focused on M&A and secondaries, discuss global financial sponsor strategy. They cover Lazard’s 2030 growth vision, cross‑Atlantic sponsor connectivity, the rise of private credit and direct lending partnerships, geopolitical epicenters shaping risk, and the recent M&A rebound with evolving deal structures.

In this episode of Private Markets 360°, we welcome David Fann, Partner, Senior Managing Director and Head of Investor Relations at VSS Capital Partners, to explore the evolution of structured capital, the unique needs of lower middle market businesses, and how VSS is helping entrepreneurs unlock value and scale through flexible creative capital solutions. Drawing on 30 years of experience across private equity, credit, real assets and real estate, David shares his perspective on building resilient companies, adapting to economic and geopolitical challenges, and the future of investor relations. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: David Fann, VSS Capital Partners Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

In this episode of Private Markets 360°, we welcome Mark Sotir, president of Equity Group Investments, to discuss the firm's flexible investment approach and how its operational expertise drives long-term value creation. Mark shares insights on EGI's strategy for scaling businesses into multi-billion-dollar enterprises, the importance of understanding your audience when seeking investment, and why risk management and strong leadership are crucial for sustainable growth in the dynamic world of private markets. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Mark Sotir, Equity Group Investments Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany www.spglobal.com www.spglobal.com/market-intelligence

In this discussion, Adam Kanter, a partner at Mayer Brown with extensive experience in regulatory compliance, delves into pivotal changes affecting investment strategies. He explains the SEC's new marketing rule, which clarifies compliant fund presentation. Adam also highlights the push for private assets in 401(k)s and the implications of tokenization in investment management. Moreover, he cautions about style drift and the importance of disclosure alignment while navigating a shifting regulatory landscape.

In this episode of Private Markets 360°, we welcome Chaney Sheffield and Jonathan Barzideh, Co-Heads of Opportunistic Credit at Canyon Partners, a leading global alternative investment manager. With extensive experience across sectors, they discuss the fundamentals of opportunistic credit and how it is creating new avenues for investors. Credits: Host/Author: Christina McNamara and Jocelyn Lewis Guests: Chaney Sheffield and Jonathan Barzideh, Canyon Partners Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence

Join Peter Hutton, Head of NAV Financing at Arcmont Asset Management, as he dives into the evolving world of NAV financing. With a rich background in private debt, Peter explains how fund-level loans are reshaping liquidity for sponsors. He discusses the shift in private markets and the advantages of NAV as a flexible funding source. Explore emerging trends like strategic relationships and enhanced LP transparency, illustrating how sponsors are actively re-engaging with lenders and limited partners for better collaboration.

In this episode of Private Markets 360°, we welcome Scott Wolff, President and Managing Director at American Securities. With over two decades at the firm, Scott has played a pivotal role in shaping investment strategies, particularly within the industrial sector. Scott shares invaluable insights into the current deal environment, the innovative application of AI solutions to enhance operational efficiencies, and the importance of developing internal talent within portfolio companies. His extensive experience provides a unique perspective on the complexities and potential of private investments in today's market. Credits: Host/Author: Chris Sparenberg, Jocelyn Lewis Guests: Scott Wolff, American Securities Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence