أفضل بودكاسات Second Thoughts (2025)

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A record year for secondaries volume, but not for bonuses 20:31

3d ago20:31

20:31

How 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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Iron Man 1:22:31

5d ago1:22:31

1:22:31

Heather doesn’t remember Iron Man We take our first steps into the wide, wide universe of the Marvel Cinematic Universe with 2008’s Iron Man, starring Robert Downey Jr. as the titular hero. This movie, directed by Jon Favreau, kicked off the entertainment juggernaut that is the MCU, so even though Heather has technically seen the movie before, we’r…

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Fight Club (part two) 1:30:57

12d ago1:30:57

1:30:57

Part two and recap of Fight Club Fight Club is a 25 year old movie that still has a lot to say, so we had a lot to say about it, too! We pick up where we left off from part one, and dive into the recap of the movie. We talk about themes of masculinity vs. femininity, decay and destruction, how the movie is relevant today, and why the Olsen Twins an…

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Behind the numbers for secondaries' record year 20:07

16d ago20:07

20:07

The secondaries market saw another record year for deal volume, with advisory reports pinning the overall figures somewhere between $152 billion and $165 billion. In this episode, Secondaries Investor editor Madeleine Farman, senior reporter Hannah Zhang and reporter Silas Sloan dig into advisory reports. They walk through key themes that emerged, …

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Fight Club (Part one) 52:51

19d ago52:51

52:51

Heather hasn't seen Fight Club. We are going to break the first and second rule and talk all about David Fincher's 1999 movie Fight Club, based on the novel of the same name, starring Brad Pitt, Ed Norton, Helena Bonham Carter, Jared Leto, and Meat Loaf. We talk about the big twist of the movie and if Heather knew it before seeing the movie (spoile…

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Secondaries deals are on the cards for Australia's Aware Super 13:26

1M ago13:26

13:26

Australian superannuation fund Aware Super is heading towards its private markets allocation targets after a period of build-up and growth. The fund, which manages around $110 billion on behalf of nurses and teachers, launched its first office outside of Australia in 2023, putting boots on the ground in London. Damien Webb, the superfund’s deputy c…

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Groundhog Day 58:17

1M ago58:17

58:17

Heather hasn't seen Groundhog Day. If you're ready to look at the 1993 classic Harold Ramis film starring Bill Murray with fresh eyes, then we got you, babe, as Heather has somehow managed to avoid this cultural institution. We discuss the ethics of time looping, how the language of movies has changed since 1993, and the ancestral genetic memory of…

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The next record-setting year 24:13

1M ago24:13

24:13

The secondaries market is bullish that 2025 will be another record year for secondaries market activity. Regionally, North America is set to continue its dominance in dealmaking, Europe is expected to throw up interesting opportunities that offer portfolio diversification, and increasing manager sophistication could lead to more GP-led opportunitie…

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The Nice Guys 1:07:14

2M ago1:07:14

1:07:14

Heather hasn't seen The Nice Guys. Travel back with us to seedy 1977 Los Angeles and Shane Black's buddy comedy detective noir from 2016 starring Ryan Gosling and Russell Crowe! In this episode we discuss the different classifications of firearms according to Heather, if the movie qualifies as a "romp", and what a more appropriate title would have …

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Napoleon Dynamite 57:46

2M ago57:46

57:46

Heather hasn't seen Napoleon Dynamite. In our inaugural episode of Blind Spots & Second Thoughts, we explore the deep character study that is Napoleon Dynamite. Is the movie actually a depiction of neurodivergence, or is the titular character simply a huge jerk? How does the movie hold up 20 years later? Exactly how creepy is Uncle Rico? And what a…

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Back to Basics: Building Habits, Trust, and Thriving Teams 56:37

2M ago56:37

56:37

What are the foundational elements that drive personal and professional success: effective habit formation, cultivating trust, and building cohesive teams? Discover practical strategies to develop habits that stick, foster trust in both remote and in-person environments, and enhance team collaboration for the future of work. Key Takeaways: Habit Fo…

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Peeling back the onion on 2024 – literally 42:12

3M ago42:12

42:12

It's common to peel back the onion on key events and trends seen across financial markets. As the secondaries market heads for what is predicted to be a record-setting year for volume, we decided to practice the phrase quite literally. Madeleine Farman, senior reporter and host of the Second Thoughts, and senior editor Adam Le are joined by Carlo P…

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Blind Spots & Second Thoughts - Trailer 1:13

3M ago1:13

1:13

"What do you mean, you haven't seen it?" Blind Spots & Second Thoughts is a podcast featuring Dan and Heather (that's us!), a couple of movie lovers -- and a couple -- who love to have occasionally deep, but more often than not, incredibly silly conversations about movies. In each episode of Blind Spots & Second Thoughts, we'll pick a movie that on…

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Tail-end secondaries: The $900bn+ opportunity 23:31

3M ago23:31

23:31

The opportunity set for the tail-end secondaries market has grown from $198 billion 10 years ago to $916 billion today, according to estimates from legacy specialist Hollyport Capital. In this episode, John Carter, managing partner and chief executive of Hollyport, and Etienne Deshormes, managing partner and CEO of private markets adviser Elm Capit…

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Cut Flower Society 30:58

3M ago30:58

30:58

Cut Flower Society is a thought-provoking exploration of the ideas that shape our world. What happens when societies sever themselves from their foundational beliefs? Is morality timeless, or simply a product of cultural consensus? Join us as we dive into history, philosophy, and modern-day dilemmas, drawing on examples like the French Revolution, …

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How Next Gen Leaders see the future of the secondaries market 27:24

4M ago27:24

27:24

The lack of human capital has become one of the biggest challenges in the secondaries industry – a situation that could change as the sector gains appeal among young professionals. In this episode of Secondaries Investor's Second Thoughts podcast, we're joined by three young achievers who made it on the NextGen Leaders of Secondaries: Class of 2024…

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Religion’s Role in Shaping Civilizations and Revolutions 30:52

4M ago30:52

30:52

What impact does religion have on society, culture, and even revolutions? This episode explores the civilizing influence of religion through history—from the Protestant push to abolish slavery to the unique concept of grace in Christianity. We also examine the evolution of religions from the Indian subcontinent, the Fertile Crescent, and beyond, re…

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Secondaries market on track to break records 29:20

4M ago29:20

29:20

Second Thoughts host Madeleine Farman and America's correspondent Hannah Zhang sit down to discuss the latest volume, fundraising and performance data coming through on the secondaries market and talk through the spaces to watch as activity surges towards the end of the year.بقلم PEI Group

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What are the ingredients for a successful secondaries deal? 20:56

5M ago20:56

20:56

Do you work collaboratively with potential partners to help shape a deal, or do you have a set notion of what type of transaction you want to be a part of from the outset? Is EQ as important to you as IQ? How big a role does ego play in preventing deals from being consummated? In part two of our discussion with AlpInvest Partners managing director …

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The 'lead investor' conundrum: a buyer, adviser and lawyer share their thoughts 24:57

5M ago24:57

24:57

A secondaries buyer, adviser and lawyer walk into a room. This isn't the start of a bad joke – it's the culmination of an idea Secondaries Investor had after moderating a panel at an alternatives conference with AlpInvest Partners managing director Louis Choy, PJT Partners' European head of private capital solutions Johanna Lottmann and law firm St…

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Saving time, energy and brainpower: Clipway’s Vallano on AI-driven secondaries 18:43

5M ago18:43

18:43

While many private markets firms are working to leverage generative AI, secondaries investment firm Clipway has put the technology front and centre of its strategy. The London-headquartered firm counts secondaries veterans Ingmar Vallano, Vincent Gombault and Benoît Verbrugghe and others among its senior investment team. All worked at secondaries g…

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How to get into the SI 50: Inside our latest ranking of the biggest secondaries fundraisers 18:39

5M ago18:39

18:39

This episode first aired on September 5, 2024 The top 50 secondaries investors globally raised $473.8 billion in the five years to the end of 2023, according to this year’s SI 50. That’s a 9 percent increase on last year’s ranking, when $434.5 billion was recorded across a longer counting period of five-and-a-half years. Ardian took the top spot, r…

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SI Decade: is Asia-Pacific the most promising secondaries market? 42:11

5M ago42:11

42:11

This episode first aired on September 23, 2024 and is sponsored by Kirkland & Ellis, LGT Capital Partners and TPG NewQuest The Asia-Pacific secondaries market is one of the most fascinating corners of the global secondaries landscape. This region typically never accounts for more than single-digit figures in terms of global deal volume share – yet …

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SI Decade: Europe’s appeal and the evolution of specialisation 37:52

5M ago37:52

37:52

This episode originally aired on July 8, 2024 and is sponsored by UBS Asset Management and Proskauer Rose The global secondaries market has grown from roughly $47 billion in 2014 to more than $100 billion today. In Europe, fragmentation has led to some significant regional differences. However, it is also clear that many of the trends and dynamics …

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SI Decade: How the secondaries industry can empower women 22:43

5M ago22:43

22:43

This episode first aired on June 3, 2024 The private equity industry has been pushing for more gender equality among GPs, LPs and intermediaries over the past decade, and the trend is now taking hold in the secondaries market, where diversity issues have historically received less attention. In recent years, women across secondaries have been advoc…

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SI Decade: Why specialised secondaries are poised for growth 15:30

5M ago15:30

15:30

This episode first aired on May 29, 2024 Specialised secondaries strategies are becoming an increasingly important part of the market. According to data complied by Secondaries Investor, 85 percent of the capital raised by secondaries funds in final closes last year was for private equity strategies; the remainder of this was for non-PE strategies,…

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SI Decade: The birth of programmatic secondaries sales 29:01

5M ago29:01

29:01

This episode first aired on May 22, 2024 Post-global financial crisis, many institutional investors were forced sellers, offloading private markets exposure at hefty discounts. More than a decade on, these same institutional investors have become repeat sellers on the secondaries market, using the tool as a way to proactively manage their portfolio…

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SI Decade: Inside the biggest regulation changes to secondaries 23:32

5M ago23:32

23:32

This episode first aired on May 13, 2024 The US Securities and Exchange Commission’s recently passed rules relating to the GP-led secondaries market have put these deals squarely on LPs’ radars. “[These rules] raise the visibility of GP-led transactions to LPs and they signal how important and risky those transactions might be,” Igor Rozenblit – ma…

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SI Decade: Will the North American market’s dominance continue? 49:01

5M ago49:01

49:01

This episode first aired on May 7, 2024 and is sponsored by Ares Management, Dawson Partners and Proskauer Rose The North American secondaries market remains the deepest and most active area for secondaries trading of all the global regions. Around $114 billion-worth of alternatives exposure changed hands last year and North America accounted for a…

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SI Decade: From frustration to longer holds with single-asset continuation vehicles 24:49

5M ago24:49

24:49

This episode first aired on April 29, 2024 Single-asset continuation funds have surged in popularity in recent years. While the technology isn't new, it took persistence from secondaries market advisers to show both private equity managers and buyers that vehicles associated with the moniker 'zombie funds' could be used to keep hold of star-perform…

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SI Decade: Zombie funds to continuation vehicles 21:06

5M ago21:06

21:06

This episode first aired on April 22, 2024 What's in a name? The process of moving an asset or assets from an existing private markets fund into a separate structure has been happening for some time now – some say as early as 2006 and possibly even prior to that. The so-called 'continuation fund' market was worth around $40 billion last year, accor…

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SI Decade: From financial crisis to secondaries sales 21:50

5M ago21:50

21:50

This episode originally aired on April 15, 2024 A decade ago, in the aftermath of the global financial crisis, anxiety around unknowns was still rippling through financial markets, including within secondaries. Similarly, there was a great deal of concern around the Volcker Rule that came into effect in 2014, which essentially prohibited banks from…

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The figures behind secondaries' second record year 24:48

5M ago24:48

24:48

This episode originally aired on March 26, 2024 In this episode, Secondaries Investor's Madeleine Farman, Adam Le and Hannah Zhang cut through the headline figures in 2023's advisory reports to break down geographic trends and key themes in the market. Total deal volume sat somewhere in the region of $109 billion to $115 billion in 2023 with LP-led…

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Ardian’s Colas on the potential for secondaries growth in 2024 8:36

5M ago8:36

8:36

This episode originally aired on January 2, 2024 In this episode, Ardian's co-head of secondaries and primaries Vladimir Colas makes a bold prediction for the secondaries market: the first private equity fundraise to breach the $30 billion mark will be a secondaries vehicle. LP portfolios being brought to market are only growing in size, and if the…

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Behind Q1-Q3’s best-ever secondaries fundraising figures 18:31

5M ago18:31

18:31

This episode originally aired on November 1, 2023 Secondaries funds investing in private equity opportunities that held their final close between January and the end of September raised $67.69 billion – a 168 percent jump on the same period last year and 46 percent more than the previous record of $46.44 billion raised in Q1-Q3 2020. In this episod…

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Strategic Partners’ Perry on the state of the market and career lessons learned 30:57

5M ago30:57

30:57

This episode originally aired on September 1, 2023 In this episode, the spotlight is on our yearly ranking of the top secondaries firms globally. Blackstone Strategic Partners has topped this year's SI 50 ranking published by Secondaries Investor and Private Equity International, raising $51.3 billion across funds that closed between 1 January 2018…

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Which advisers stood out from the crowd? 16:26

5M ago16:26

16:26

This episode first aired June 30, 2023 Senior reporter Madeleine Farman and senior editor Adam Le discuss the key findings underpinning Secondaries Investor's Advisory Survey 2023 and Law Firm Survey 2023.بقلم PEI Group

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What’s making the GP-led market tick 26:40

5M ago26:40

26:40

This episode first aired on April 26, 2023 Presenting the second instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.بقلم PEI Group

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How the secondaries market fared in 2022 12:23

5M ago12:23

12:23

This episode first aired on February 8, 2023 Presenting the first instalment of Second Thoughts, a special series from Secondaries Investor that delves into the latest trends affecting the fastest-growing market in alternatives.بقلم PEI Group

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Secondaries Investor's Second Thoughts trailer 1:39

5M ago1:39

1:39

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 dyn…

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The Real Impact of Nutrition on Your Brain and Mood 16:52

7M ago16:52

16:52

Is your diet affecting more than your waistline? In this episode, we explore how what you eat shapes your brain health, mood, and overall mental performance. Discover why the Standard American Diet (ironically called the SAD diet) is making us feel worse despite filling us up, and how eating the right foods can improve focus, fight depression, and …

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Why Sports Matter: More Than Just a Game 16:06

7M ago16:06

16:06

Sports aren’t just for entertainment—they shape culture, community, and even mental health. In this episode, we explore how physical activity does more than boost endorphins; it can heal the brain, alleviate depression, and build resilience. From the scholar-athlete ideal to the unifying power of cheering for a team, sports offer benefits beyond th…

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Social Media’s Hidden Costs: Anxiety, Comparison, and Critical Thinking 19:49

7M ago19:49

19:49

Social media was supposed to connect us, but has it done more harm than good? This episode breaks down how endless scrolling and highlight reels lead to anxiety, social comparison, and even physical illness. We explore how our brains react to constant comparison with the "perfect" lives of others and why it makes us feel inadequate. But it doesn’t …

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Why We Can't Admit We're Wrong: The Psychology Behind Belief and Violence 17:28

8M ago17:28

17:28

Why do people struggle so much with admitting they’re wrong? This episode dives into the psychology of belief, cognitive dissonance, and the power of rhetoric in shaping our minds—and sometimes leading to dangerous outcomes. From impulsive and obsessive violence to the biases that keep us stuck in echo chambers, we explore how worldviews form, chan…

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The Multitasking Myth & Why People Are Switching Jobs 19:26

8M ago19:26

19:26

Think you’re a multitasking master? Think again. This episode reveals the hidden cost of multitasking on your brain and productivity. Learn why every attention switch drains your focus, leaving you exhausted without getting much done—and what you can do about it. We also tackle the growing trend of job switching: why people leave jobs they love bec…

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The Real Cost of Workplace Distractions and Hidden Biases 12:07

8M ago12:07

12:07

Are you getting less done despite working more? This episode breaks down how workplace distractions—from constant notifications to overstimulation—are sabotaging productivity. We discuss why it takes 20 minutes to regain focus after every interruption and what you can do to reclaim deep concentration. The conversation also takes a turn into the hid…

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Patriotism Today: Why Loving Your Country Is So Polarizing 22:18

9M ago22:18

22:18

In today’s polarized world, patriotism has become a lightning rod for heated debates. Why has something as fundamental as love for one’s country turned into a divisive issue? We explore the clash of worldviews shaping this debate, from utopian visions to hard truths about human nature. Discover how echo chambers, technology, and generational shifts…

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Why Gen Z Brings Parents to Job Interviews: The Workforce Crisis 15:23

9M ago15:23

15:23

Ever wonder why Gen Z job seekers are showing up with their parents at interviews? We break down what’s really going on—from confidence gaps to generational shifts—and how it impacts today’s workplace dynamics. Stress is another beast facing business owners and employees. We dive into why burnout is at an all-time high and share straightforward way…

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Why the Economy Feels Broken (Even When It Isn’t) 17:44

9M ago17:44

17:44

Why does the data say one thing while everyday Americans feel another? In this episode, we explore the disconnect between economic reports and consumer sentiment. Discover how media narratives shape anxiety, why small businesses struggle under regulatory burdens, and who actually benefits from economic uncertainty. From job reports to spending habi…

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The Trump Trial: What It Means for America’s Future 16:04

9M ago16:04

16:04

What happens when a political opponent faces trial during an election cycle? This episode unpacks the unprecedented Trump trial and its ripple effects across politics, business, and public trust. We explore how undecided voters could be swayed by last-minute revelations and why snap judgments, guided by peripheral thinking, often shape major decisi…

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