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StepStone Group - Fri, 02/23/2024 - 21:31

RPM—Ep.40 | Uncovering hidden value in European private equity with Akhilan, Thomas and Carlos

In this episode of RPM, Akhilan Nesaratnam, Thomas Dupont and Carlos Sahuquillo from our private equity team in London join co-host Michael Venne to discuss Europe’s private equity landscape. The conversation surrounds common misconceptions about Europe’s investment opportunities, unpacking four key European sectors and the topics of our recent papers: European small and middle market buyouts, the Nordic region, European growth equity and European healthcare. They discuss:

  • Our history as European PE managers (02:23);
  • Unpacking Europe’s headline risk (08:130;
  • Opportunities in growth investing (09:41);
  • Recent small market outperformance (13;13);
  • The Nordics’ growth potential (15:25); and
  • Health investments and digitalization (18:24).

Read the transcript here.

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StepStone Group

StepStone Group (Nasdaq: STEP) is a global private markets investment firm focused on providing customized investment solutions and advisory and data services to our clients. StepStone’s clients include some of the world’s largest public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, as well as prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. StepStone partners with its clients to develop and build private markets portfolios designed to meet their specific objectives across the private equity, infrastructure, private debt and real estate asset classes.

W. Casey Gildea 
Managing Director casey.gildea@stepstonegroup.com
+1.212.351.6114

https://www.stepstonegroup.com/
277 Park Ave, 45th Floor
New York, NY 10172

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