Erik Hirsch, co-CEO of Hamilton Lane, which manages nearly $1 trillion in private assets, detailed this credit revolution and its implications for both borrowers and investors on Bloomberg's Masters in Business podcast with Barry Ritholtz.

Blue Owl Capital delivered a record-breaking Q2 2025 performance with $12.1 billion in equity fundraising and $284.1 billion in AUM (up 48% YoY), marking the 17th consecutive quarter of management fee and FRE growth. The alternative asset manager continues aggressive expansion through strategic acquisitions and new product launches, positioning itself at the intersection of AI infrastructure demand and private credit markets while successfully scaling institutional and privat

Private equity firms are abandoning traditional value creation playbooks in favor of organic growth strategies as prolonged high interest rates and extended exit timelines force a fundamental industry transformation. According to Alvarez & Marsal's inaugural North American survey of 50 PE investors and portfolio executives, firms are implementing comprehensive operational improvements and AI-powered initiatives across portfolio companies rather than relying on multiple expans

Private markets pivot toward retail access as Trump administration prepares 401(k) executive order for $12T retirement market. Secondary transactions hit record $103B amid exit drought. GIC signals caution on compressed private credit spreads. Major deals include Apollo's £600M dental financing, Carlyle's $250M farm loans.

Alan Waxman warns that the financial system faces significant overlooked risks from AI's productivity transition, citing insufficient discussion about job displacement and economic rebalancing as artificial intelligence reshapes entire industries.

Private markets face regulatory crossroads as Trump's 401(k) order promises $12.5T access while Warren scrutinizes $1.7T credit sector. Industry splits on growth outlook with Dimon warning of peaks vs. private credit leaders seeing continued expansion. Major deals include Reckitt's $4.8B sale to Advent.RetryClaude can make mistakes. Please double-check responses.

Vantager launches to modernize how Limited Partners assess and act on private market fund data—delivering structure, speed, and strategic insight through AI.

Philipp Freise, Co-Head of European Private Equity at KKR and manager of Europe's largest private fund at $8 billion, argues that the current hangover from 2021's artificial liquidity surge is cyclical rather than structural, though resolution requires fundamental changes to how capital flows to individual investors.

Private equity firms must fundamentally shift from financial engineering to backing businesses with genuine organic growth as higher interest rates eliminate traditional return drivers like leverage and multiple arbitrage. Nic Humphries, Senior Partner and Executive Chairman of Hg, demonstrates how three decades of focused software investing has built Europe's second-largest technology conglomerate by prioritizing customer value over financial manipulation.

Blackstone's President and COO Jon Gray warns that while current tariff-induced uncertainty creates short-term market volatility, the real transformation lies in artificial intelligence reshaping entire industries and driving unprecedented demand for data infrastructure.

Private credit enters mainstream through 401(k)s as BlackRock completes $12B HPS acquisition, but industry faces capital abundance problem with too much money chasing limited deals. Major developments include Meta's $29B AI infrastructure fundraising, GTCR's record $24.25B exit, and expanding UAE private capital hub. Returns under pressure.RetryClaude can make mistakes. Please double-check responses.

According to Hamilton Lane's Infrastructure Market Overview 2025, global infrastructure transaction volume reached $1.16 trillion in 2024, with artificial intelligence driving unprecedented demand for data centers and power generation assets. Infrastructure now represents 6% of private markets allocation, up from just 1% in 1999, as institutional investors pivot toward essential services and energy transition opportunities.

CRED raises $15M seed round to provide AI-powered predictive intelligence platform for enterprises, combining internal and external data.

Campfire secures $35M Series A funding to develop AI-native ERP software, challenging legacy incumbents in the $1T market.

According to PitchBook's Q1 2025 Emerging Tech Indicator, top venture capital firms deployed nearly $5 billion across just 161 deals—a 50% year-over-year drop in deal count despite robust funding levels. This marks the fewest seed and early-stage investments by elite VCs since 2020, as capital concentrates in larger rounds for AI infrastructure, health & wellness technology, and cybersecurity platforms.

David Breach, President and Chief Operating Officer of Vista Equity Partners, argues that institutional investors alone cannot provide the capital needed to fully capitalize on the AI-driven software revolution, creating an imperative for top-tier firms to expand into private wealth channels.

Audos secures $11.5M to empower entrepreneurs with AI tools, capital, and support to build million-dollar businesses.

DataBahn.ai secures $17M in Series A funding to revolutionize data pipeline management for security, observability, and AI.

Movable Ink, an AI-powered personalized content platform, to be acquired by private equity firm STG, enhancing its market position.

RepRisk adds 30 new team members to enhance AI capabilities and data integration, building on two decades of AI innovation.