Deep dives into the world of private equity investing with authoritative interviews from all corners of the industry.
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Real PEI Podcast w/ REALTOR® David Cyrus MacDonald of RE/MAX Charlottetown Realty
David Cyrus MacDonald
My name is David Cyrus MacDonald and I am a REALTOR® with RE/MAX Charlottetown and the host of Real PEI Podcast - formerly known as Chattel Fixtures PEI Real Estate Podcast. My goal with this show is to enjoy learning from interesting conversations about PEI real estate and to share those talks with you. Subscribe to this podcast to stay up to date with what is happening in the PEI real estate market. Learn more at www.chattelfixtures.com or feel free to call or text me at 902.940.5455.
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Secondaries Investor’s Second Thoughts podcast focuses exclusively on private markets’ burgeoning secondaries market, which is offering liquidity to its underlying illiquid asset classes. Hear analysis from Secondaries Investor’s global team of journalists and interviews with the market’s most influential players and rising stars discussing the dynamics shaping this ever-evolving area.
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"WTF is" is a podcast series where Nikhil Kamath hosts friends and industry experts and holds casual yet intellectually stimulating conversations. The podcast covers a broad range of topics of particular current relevance, including technology, social media, renewable energy, electric vehicles, philosophy, gaming, psychology and more.
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Bain's David Gross on how to invest in periods of heightened volatility
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15:32
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15:32Tariff turmoil, trade wars and real conflict in the Middle East – these are just some of the challenges private equity participants have had to navigate so far this year. Speaking to senior editor Adam Le, David Gross, co-managing partner at Bain Capital, said volatility and uncertainty is nothing new for investors. “I’d be the first to agree that …
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Infra LP-leds rule by volume, but GP-leds are sizeable
32:24
32:24
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32:24This episode first appeared on The Infrastructure Investor Podcast In this special crossover episode from our affiliate title, Infrastructure Investor editor-in-chief Bruno Alves sits down with Madeleine Farman, editor of Secondaries Investor, as well as Infrastructure Investor Americas editor Zak Bentley, to talk about the infrastructure secondari…
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Unlocking potential in Dutch residential: Global capital is key
17:33
17:33
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17:33This episode is sponsored by Bouwinvest Real Estate Investors and first appeared on The PERE Podcast The Dutch residential market has remained resilient despite economic turbulence and rising interest rates and is now emerging as a prime destination for international investors. In this episode, Paul van Stiphout of Bouwinvest Real Estate Investors …
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This episode is sponsored by Pomona Capital and Proskauer and first appeared on Secondaries Investor's Second Thoughts podcast While the Trump administration's tariff announcements and the subsequent unfurling of uncertainty globally does create some headaches, it also creates a tailwind for the LP-led secondaries market. "What the market has troub…
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Disruption Matters: Cultivating growth-first leadership
30:53
30:53
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30:53This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can deliver “weatherproof growth”, despite the headwinds of a tech revolution, geopolitics and volatile global markets. In this second episode, we focus o…
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This episode is sponsored by Pomona Capital and Proskauer While the Trump administration's tariff announcements and the subsequent unfurling of uncertainty globally does create some headaches, it also creates a tailwind for the LP-led secondaries market. "What the market has trouble adjusting to is uncertainty. And what happens in times of uncertai…
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CMBS sees swift rebound after market turmoil
11:48
11:48
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11:48Having navigated headwinds from interest rate hikes and secular shifts in office usage and online shopping in recent years, the US commercial mortgage-backed securities market was seemingly embracing a full resurgence. In 2024, its origination hit a record $104.05 billion, a 165 percent increase from the previous year. While that momentum continued…
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Disruption Matters: Orchestrating change in disruptive times
25:49
25:49
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25:49This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver “weatherproof growth”, despite the headwinds of a revolution in tech, geopolitics and global markets. In this first episode, we set the …
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PEI 300: What's behind private equity's fundraising plateau?
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16:57
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16:57The growth of private equity fundraising is slowing down. The 300 firms that feature on the 2025 edition of the PEI 300 – Private Equity International’s annual ranking of the industry’s biggest fundraisers – collectively raised $3.29 trillion over the preceding five years. While still a record high for the industry, the level of year-on-year growth…
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As the US real estate debt market resets, private credit steps in
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22:21This episode is sponsored by LaSalle Debt Investors and Kayne Anderson In the wake of rising rates and falling transaction volumes, US real estate debt markets are undergoing a significant transformation. Traditional lenders – especially regional banks – have stepped back, opening space for private credit providers to play a larger role. As a loomi…
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This episode is sponsored by Edmond de Rothschild and Palistar Capital and first appeared on The Infrastructure Investor Podcast Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advances in artificial intelligence, which have turned data centres into arguably the hottest investment in infrastru…
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Nikhil Kamath ft. Police Comm'r & Traffic Police Comm'r of Bengaluru | WTF is Policing? | Special Ep
1:28:23
1:28:23
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1:28:23As someone from Bangalore, I’ve been a bit bothered by how much flak we get, especially about traffic. So I set out to see if the criticism is fair, and what’s actually being done about it.In this episode, I spend the day with two of Bengaluru’s top police officers — B. Dayananda, IPS (Commissioner of Police) and M.N. Anucheth, IPS (Joint Commissio…
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What’s next for StepStone after its record real estate fundraise?
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22:02
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22:02As volatility pushes real estate investors to look for liquidity, secondaries can provide some attractive solutions. Now, StepStone Group has a record-setting fund in its arsenal to seize the opportunities. StepStone now manages the largest dedicated real estate secondaries vehicle raised to date having closed StepStone Real Estate Partners V on $3…
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The Belfast Riot of 1847: Bloodshed, Land, and Legacy in PEI – with Author Callum Beck
56:22
56:22
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56:22In this gripping episode, we explore one of Prince Edward Island’s darkest and most hidden historical events — the Belfast Riot of 1847. Host David Cyrus MacDonald is joined by Calum Beck, author of The Belfast Riot of 1847, for a deep dive into the legacy of violence, power struggles, and the land conflicts that shaped PEI’s history. Imagine a cla…
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Finance leadership is changing rapidly. So how are leaders adapting to these changes and redefining traditional finance roles to enhance operational efficiency? In this episode, we conclude our three-part New Faces of Finance miniseries by talking to three 2025 honorees about the changes they are making at their respective firms. Joining us are Dor…
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Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri
2:46:40
2:46:40
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2:46:40This episode is a playbook for any curious 20-something in India dreaming of building the next big consumer electronics brand. Whether it’s smartphones, earbuds, AI-powered glasses or health wearables, we dig into what it really takes to break into, and survive, this highly competitive space. I sat down with three brilliant minds in the game who’ve…
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What's driving the growth of private credit secondaries
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33:39Private credit secondaries has the potential to surpass private equity in deal volume over the longer term as more secondaries investors pursue yield and diversification amid market volatility. Over the past year, several billion-dollar-plus deals have emerged in the credit secondaries space, including Coller Capital's recent acquisition of a $1.6 …
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Behind the organisation opening doors to students of colour in secondaries
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18:22
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18:22Within private markets asset classes, there is certainly further room for improvement when it comes to diversity of talent – and one secondaries professional is taking matters into his own hands. Diversity in Secondaries Initiative (DISI) is a non-profit organisation focused on creating a more collective environment within the secondaries market fo…
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How tariff turbulence is hitting private markets
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24:33
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24:33The 'U-word' has well and truly returned to private markets. Uncertainty has dominated conversations the first half of April, as the back-and-forth tariff announcements have deepened the pause in dealmaking. For the private equity industry, the trade war adds unwelcome distractions to an industry already grappling with challenges including lower di…
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Sweden’s bank-dominated real estate market ‘needs’ alternative lenders
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18:05
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18:05In 2022, the Swedish real estate sector was one of several European property markets expected to see significant distress following the rapid rise in borrowing costs. Speculation grew over the fate of companies with huge refinancing needs, and it appeared to be a moment for non-bank lenders to provide an alternative source of debt. Sweden’s policy …
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How emerging technologies are transforming litigation finance
8:15
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8:15Innovation and emerging technologies, such as artificial intelligence and legal tech, are transforming the finance industry faster than ever before. In this episode, we present the second instalment of our three-part New Faces of Finance miniseries. Joining us is Louisa Klouda, founder and CEO of Fenchurch Legal, who shares her perspective on how i…
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PEI Real Estate Market Update: Spring 2025 Insights with Mary Jane Webster
53:25
53:25
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53:25Explore real estate opportunities in PEI with David Cyrus MacDonald: Visit Google Business Profile here: https://g.page/r/CWNABkqI-ojREBM Serious about selling? Interview David Cyrus MacDonald... you'll be glad you did. 📱 Cell: (902) 940-5455 📧 Email: [email protected] In this episode, host David Cyrus MacDonald welcomes back Mary Jane Webster, b…
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Do LPs need to take a more proactive approach to secondaries?
17:23
17:23
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17:23Delights and gripes relating to the continuation fund market were shared at PEI Group's NEXUS 2025 conference. A critical question was raised: do LPs need to take a more proactive approach to secondaries? In one of the panels, Jeremy Coller, founder of Coller Capital, encouraged LPs to do just that – proactively manage their exposure as more GPs mu…
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How specialised can the secondaries market get?
45:54
45:54
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45:54This episode is sponsored by Evercore, Davis Polk and Dawson Partners and first appeared on Secondaries Investor's Second Thoughts podcast The secondaries market sits at a crossroads. Never before have LPs been presented with such an array of different liquidity offerings to back. There are specialised secondaries funds focusing on healthcare, on i…
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Mortgages & Financing with Jay Patel | Real PEI Podcast
53:42
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53:42Welcome to The Real PEI Podcast, formerly known as Chattel Fixtures! What do you think of the new name? In this episode, we're diving into the world of mortgages with Jay Patel, a highly regarded residential and commercial mortgage broker based in Charlottetown, Prince Edward Island. Known for his innovative approach and trusted advice, Jay helps c…
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Mentorship and the future of finance talent
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20:18
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20:18Mentorship is a critical driver of success in finance, especially in Africa, where diverse talent pipelines and investment challenges shape the industry. In this episode, we begin our three-part New Faces of Finance miniseries. Joining us is Doris Odit Achenga, founder of Odit Frontier Partners, who shares her insights on fostering emerging talent,…
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How specialised can the secondaries market get?
45:54
45:54
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45:54This episode is sponsored by Evercore, Davis Polk and Dawson Partners The secondaries market sits at a crossroads. Never before have LPs been presented with such an array of different liquidity offerings to back. There are specialised secondaries funds focusing on healthcare, on impact investing, on real assets in Asia or on acquiring direct minori…
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No development has impacted the private equity market over the past year like the rise of semi-liquid and evergreen funds. Semi-liquid/evergreen funds are similar to mutual funds in that investors can buy in one day, sell another day and access a seeded portfolio from the moment capital is invested. GPs seemed to launch some kind of semi-liquid fun…
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This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs from the incoming Trump Administration. Distributed energy and behind-the-meter power generation are promising, bu…
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Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant
3:25:44
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3:25:44India has long been a tea-drinking nation, but in recent years, a new wave of craft beverage brands has started reshaping the way the country drinks. Specialty coffee, kombucha, and premium mixers are carving out space in an industry dominated by mass-produced options. While the demand for high-quality, homegrown beverages is growing, breaking into…
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Nikhil Explores What’s Brewing in the Craft Beverage Industry with Rahul, Matt, Aneesh & Adithya | Ep #22 Trailer
1:53
1:53
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1:53India’s craft beverage industry is on the rise, with brands redefining the way the country drinks. Specialty coffee, kombucha, and premium mixers are no longer just niche products—they’re part of a larger shift toward quality and innovation. As global trends in artisanal drinks take hold, Indian consumers are becoming more curious and willing to ex…
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A record year for secondaries volume, but not for bonuses
20:31
20:31
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20:31How does your compensation this year compare with that of your peers? In this episode, Secondaries Investor editor Madeleine Farman sits down with Kylie Hart, co-founder and Partner at global executive search firm Norgay Partners. From her vantage point as an expert in private equity secondaries recruitment, Hart gives an overview of market compens…
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Secrets to raising a first-time fund in 2025
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19:19
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19:19What does it take for new teams – first-time GPs and spin-out GPs – to succeed in today’s environment? That's a question we put to Warren Hibbert, founder and managing partner at Asante Capital, a placement agent and advisory firm. Asante has raised capital for firms including GRO Capital, eevolve, Maguar Capital Partners and Artá Capital. The firm…
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