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The definitive source of private markets intelligence.



Permira's Co-CEOs on Building Tech-Forward Giants
Private equity has evolved from leveraging quirky businesses to commanding the most valuable companies across every sector, with technology investments now representing the frontier of value creation. Brian Ruder and Dipan Patel, Co-CEOs of Permira, reveal how their €80 billion firm has transformed from traditional buyout investing to growth-oriented technology leadership during their conversation with Michael Sidgmore on the Alt Goes Mainstream podcast at the firm's London o
Sep 273 min read


Brookfield Asset Management Targets Dramatic Growth Through AI and Private Wealth at Investor Day
Brookfield Asset Management executives outlined an ambitious plan to double the firm's size over the next five years, targeting compound earnings growth of up to 20% annually through strategic expansion into artificial intelligence infrastructure and private wealth markets. Speaking at their 2025 Investor Day in New York, CEO Bruce Flatt, President Connor Teskey along with key senior executives positioned the $1 trillion asset manager to capitalize on what they see as transfo
Sep 273 min read


Permira Co-CEO Sees Quality Flight Reshaping Private Markets
In Brief: The private equity industry faces unprecedented complexity as multiple independent factors—higher interest rates, fractured...
Sep 183 min read


Software Investing Demands Organic Growth Over Financial Engineering, Says Seasoned Investor
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.
Jul 123 min read


Private Credit Dominates $350B Semiliquid Fund Explosion
According to Morningstar's "The State of Semiliquid Funds 2025" report, assets in semiliquid funds surged 60% to $344 billion by end-2024, with credit overtaking real estate as the largest asset class at $188 billion. Interval funds are experiencing record launches, with 19 new funds through May 2025 already approaching 2024's record of 27 launches.
Jun 282 min read


Blackstone CTO on AI's Reality Check for Investment Management
AI will underwhelm in 2 years but overachieve in 10, says Blackstone CTO who warns data quality trumps flashy AI tools.
May 263 min read


Private Wealth's Trillion-Dollar Alternative Assets Shift
Ted Seides interviews Michael Sidgmore, co-founder of Broadhaven Ventures and creator of the Alt Goes Mainstream podcast, about the massive shift of private wealth into alternative investments. Sidgmore, whose career spans Goldman Sachs, iCapital, and fintech ventures, explains how individual investors are following institutions into alternatives but at an accelerated pace.
May 163 min read


BlueMatrix Acquires Street Context to Create Next-Gen Financial Research Platform
BlueMatrix acquires Street Context to create an integrated platform for financial research publishing, distribution, and analytics.
Jan 222 min read
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