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Want to be kept well informed about all the emerging trends and key developments in private debt investment? You’ll find what you need right here, where PDI’s reporters and analysts share their own deep insights, as well as speak with many of the asset class’s most prominent individuals, on topics like deal origination and execution, fundraising, regulation, technological innovation, sustainability and all things private credit.
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Small business is the backbone of Canada’s economy, but it isn’t for the faint of heart. Every year in Canada tens of thousands of businesses are born, however every year almost the same number fail. A lot can be learned from failure, but that’s just sad and depressing. “Yes, We Are Open” is a podcast that tells the stories of those that survive. How did they do it? What can we learn? Al Grego, of Moneris travels the country to tell these stories of challenge and perseverance. Whether you’re ...
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This podcast combines the experiences of an economist, David Campbell and a social scientist, Don Mills, to explore the challenges and opportunities facing Atlantic Canada, to promote data-driven decision making among policymakers and to encourage a wider dialogue and debate leading to greater prosperity for the region. Expect to hear interviews with the top influencers, business leaders and decision-makers across Atlantic Canada to inform, educate and expand the conversations on the key iss ...
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The private equity industry is increasingly recognising the value of encouraging PE professionals to pursue more niche investing and operational strategies at their institutions. In this episode of Spotlight, three of Private Equity International's 40 under 40: Future Leaders of Private Equity 2024 listees – Lamar Cardinez, a principal at Blue Owl …
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This podcast was originally published In January of 2024 and was quickly the most downloaded podcast in Insights history. The podcast features legendary entrepreneur Harry Steele. Interestingly, Rob did not join Newcap Inc, his father's company, until he was nearly forty years old. Up until then, Rob was already a successful entrepreneur in his own…
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Canada has a productivity problem but many of the diagnoses, such as blaming immigrants, are not compelling. Dr. Heather Exner-Pirot, Senior Fellow at the Macdonald-Laurier Institute, makes a strong case that a main reason for our weak productivity has been a sharp decline in investment into Canada’s resource sectors including oil and gas, mining a…
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This series is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for season three: AI and the future of value creation. This year, leading industry experts will discuss how private markets can best use today’s technologies to create value. In this first episode, The digital promise: Threats and opportunities, we se…
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The PEI 300 ranking of private equity's biggest fundraisers is becoming an even more exclusive club: this year, a manager needed to have raised at least $2.3 billion over the preceding five-year period, up from $2.08 billion in the previous ranking. The 300 firms in this year's ranking raised a whopping $3.28 trillion between them – a 6 percent yea…
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This episode features a really interesting conversation with Regis Duffy, the founder of Chemical Diagnostics Limited in Prince Edward Island. The business was partly sold to Sekisui Chemical, a Japanese chemical company in 2007, while the remainder of the company turned into Biovectra, a company with 700 employees and a new mRna vaccine manufactur…
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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 advocating for empowerment movements and formi…
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This episode of the Insights Podcast offers something a little different as we take a look at the world of a political cartoonist and the related challenges of the print media. Our conversation with award winning Michael De Adder is wide ranging and looks at the challenges of getting political cartoons approval in this era of political correctness.…
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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, and the year before that more than one-t…
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Damon Goodwin and Jeff White are tired of New Brunswick being the least research-intensive province in Canada. Damon, the CEO of Research NB, and Jeff, the CEO of the New Brunswick Innovation Foundation, join Don and David on this week’s Insights podcast to talk about recent changes to the innovation ecosystem in the province and how the new model …
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This episode is sponsored by Nuveen Infrastructure and NextEnergy Capital Clean energy is key to turning the world’s net-zero ambitions into a reality, an argument few would contest. So the IEA’s 2023 World Energy Investment report, which showed that clean energy investing rose at a faster rate than investment in fossil fuels in the period between …
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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 portfolios. How has LP sentiment toward the second…
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Yes, Kawartha TV & Stereo Is Open! In the season 6 finale of ‘Yes, We Are Open’, Al visits Peterborough, Ontario and Scott Stuart, owner of Kawartha TV & Stereo. They’ve been fixtures in the city for over half a century! In that time, their industry has gone through countless disruptive technology changes but they’ve been able to adapt and today th…
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This week we present a special edition of the Insights podcast. Don and David recorded a conversation with Michelle Robichaud, President, Atlantica Centre for Energy live at the Canada's Ocean Supercluster event in Saint John. Held on May 14th, the Supercluster folks are pitching Ambition2035, a plan to grow the output associated with Canada's ocea…
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This episode is sponsored by the Credit Investments Group (CIG) Private credit has expanded exponentially in recent years, with most citing the contraction in syndicated markets as the cause of that growth. But now those markets are opening back up, and questions linger about how that will affect private credit. So what do continued inflation and e…
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This episode is sponsored by the Credit Investments Group (CIG) Private credit has expanded exponentially in recent years, with most citing the contraction in syndicated markets as the cause of that growth. But now those markets are opening back up, and questions linger about how that will affect private credit. So what do continued inflation and e…
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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 – managing partner and founder of governance,…
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Yes, Italian Ice Cream Is Open! Back from His Calgary trip, Al heads down to the “Honeymoon Capital of the World” Niagara Falls to visit Andrew Vergalito, owner of Italian Ice Cream. The business was opened by Andrew’s parents Joe and Anna in 1978 and for 46 years they’ve been serving the locals and tourists alike. There have been many challenges a…
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On this week’s Insights podcast, Don and David talk with the Honourable Margaret Johnson, Minister of Agriculture, Aquaculture and Fisheries in New Brunswick about agriculture, food production and the opportunities for growth in the province and region. Agriculture and food production (excluding fish and seafood), is the second most important expor…
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This episode 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 around two-thirds of global seco…
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Al’s final stop on his Calgary trip is to Heritage Park Historical Village. It’s one of Calgary’s premier tourist attractions, originally opened in 1964 with a mission to connect visitors with the history of Western Canada. Al visits with Dominic Terry, a spokesperson at the park. Dominic talks about the park’s origins and how it has evolved in the…
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This week's Insights Podcast features a revealing interview with oil & gas veteran, Phil Knoll who has held senior roles with major companies like AltaGas and Duke Energy as well as Maritime & Northeast Pipelines and Corridor Resources (now Headwater Exploration) in the region. Knoll was CEO of Corridor Resources when the Gallant Government in New …
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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-performing assets. Last year, single-asset continu…
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Virginia Borges came to Canada in 2014 from Venezuela with the dream of starting her own business. She wanted her business to give back to the community in some way. She then opened Re:Grub Burger Bar. Known for their highly instagrammable milkshakes and burgers, Re:Grub has become a popular Calgary hotspot for their unique and delicious creations.…
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There are 140+ financial technology (fintech) firms located in Atlantic Canada ranging from small startups to Verafin with more than 900 employees in St John’s. Fintech employs over 4,000 people in Atlantic Canada. Why is this sector thriving in Atlantic Canada? This week Don and David talk with Lori Weir, Co-Founder and CEO of Four Eyes Financial …
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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, according to advisory estimates. Yet, this marke…
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Al’s next stop in Alberta is beautiful Canmore, home of Sara and Joe Titus, owners of Going With The Grain. For almost 20 years Sara and Joe have been installing and restoring hardwood floors in the Canmore area. They are one of only two husband & wife teams in North America to hold the designation of ‘Bona Certified Craftsmen’. All this to say, th…
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Nova Scotia's Efforts to Transition to Green Energy On this episode of the Insight Podcast, we feature a conversation with Peter Gregg, the CEO of Nova Scotia Power, who is faced with the challenge of ensuring 80% of electricity is produced by green energy resources by 2030. That is indeed a challenge given only 43% of electricity is currently prod…
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This episode is sponsored by Blackstone Private credit has seen significant growth over the past year, with some of the largest asset managers increasing their allocations to the sector. It comes as volatile market conditions and geopolitical tensions have plagued most industries, revealing private debt as a more secure source of capital. So, how a…
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This episode is sponsored by Blackstone Private credit has seen significant growth over the past year, with some of the largest asset managers increasing their allocations to the sector. It comes as volatile market conditions and geopolitical tensions have plagued most industries, revealing private debt as a more secure source of capital. So, how a…
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On this episode, François Trausch, CEO and CIO of PIMCO Prime Real Estate, reflects on the behavior of the central banks, refinancing and the demands of decarbonization. Recorded at the PERE Europe conference as part of his keynote address, he speaks with PEI Group’s Jonathan Brasse about the outlook for the market. “I think learning to be a good i…
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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 investing in private equity with their own fund…
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This week Al goes to picturesque Banff, Alberta to visit Ken McMurdo, owner of Mountain Chocolates. Ken started his business in 1989 when Banff was just beginning to grow into the tourist attraction it has become. But it hasn’t always been a sweet time for Mountain Chocolates. Being so heavily reliant on tourism has meant many ups and downs for Ken…
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This is a continuation of a conversation that you can revisit on your favorite podcast platform. There are many ways to describe David Hawkins. He is a pioneer in marketing & communications, he is a serial entrepreneur, he is a community builder and a successful businessperson. He is also a legend in Atlantic Canada, although that is a label he is …
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In this episode, Andy Thomson sits down with Darius Craton, a director at Raymond James/Cebile Capital, a private fund placement and secondary advisory specialist. Craton reflects on PDI's fundraising data for 2023, providing insight into why it was a difficult year for those raising fresh capital but also why 2024 is shaping up to be more fruitful…
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