Second Thoughts Podcast

The boom in LP-led secondaries

In this podcast, senior leaders from LGT Capital Partners, Dawson Partners and Pomona Capital discuss how market conditions are encouraging sellers to the market.

The evergreen effect: Secondaries’ newest investors

In this podcast, senior leaders from Partners Group, Lexington Partners and Davis Polk break down how private wealth demand, liquidity needs and evolving fund structures are accelerating growth in evergreen capital across secondaries.

The ‘tremendous tailwind’ behind infra secondaries’ growth

In this edition of Secondaries Investor’s Second Thoughts podcast, Macquarie Asset Management’s Wandy Hoh and Baird’s Jeremy Duksin discuss the rapid evolution of infra secondaries and share their expectations for future growth across both the LP-led and GP-led markets.

Data Dive: Reading the signals in secondaries sentiment

In this episode of PEI Group’s new podcast miniseries, we analyse the key findings from Secondaries Investor’s inaugural Global Market Survey.

Is credit secondaries having its ‘moment’?

In this episode of our Second Thoughts podcast, senior leaders from Dawson Partners, StepStone Group and Davis Polk discuss market growth as investors look for stable returns.

Secondaries’ next iteration: market capitalisation in 2026 and beyond

In this edition of Secondaries Investor’s Second Thoughts podcast, Evercore’s global head of private capital advisory Nigel Dawn discusses the outlook for activity in 2026 and the key trends shaping the capitalisation of the market over the longer term.

What’s driving European secondaries activity?

Executives from Blackstone Strategic Partners, Evercore and Goldman Sachs Asset Management reflect on what’s driving GP- and LP-led dealflow, and give their predictions for 2026.

Secondaries Investor’s top five Second Thoughts episodes

Podcasts covering the rapid growth of the credit secondaries market, the fledgling GP stakes secondaries market, and the expansion of private wealth capital were among our most listened to episodes in 2025.

The new era of GP-led secondaries

In this episode of our Second Thoughts podcast, senior leaders from Lexington Partners, LGT Capital Partners and Davis Polk discuss how continuation funds are transforming private markets.

Unpacking the early rise of GP stake secondaries

In this podcast, two industry veterans discuss the different types of GP stake secondaries transactions, the motivations driving market participants to pursue such deals, and the outlook for this emerging segment of the secondaries market.