This episode is sponsored by AlixPartners

The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts discuss how private markets can still deliver growth, despite the headwinds of a revolution in tech, geopolitics and global markets.

In our fifth episode this season, we focus on best practices in planning for 2026 that allow portcos to hit the ground running in pursuit of growth. This means building the plan around customer pain points and preferences, with leaders freeing up resources both in terms of finances and human capital to win more business in the new year. In many ways, this is when to apply the principles around human capital, tech and innovation that we’ve been discussing all season long.

Guests include Jason McDannold, Americas co-leader of private equity at AlixPartners; Bob Brown, founding partner of Motive Partners; Hoyoung Pak, chief AI officer at AlixPartners; Gunnar Overstrom, a partner with Corsair Capital; and Saurabh Singh, a partner with AlixPartners.

This episode is sponsored by Cain International and Arrow Global and first appeared on The PERE Podcast

After several years defined by rising rates and pricing uncertainty, Europe’s property market may be at an inflection point. Jay Patel, managing director at Arrow Global, and Arvi Luoma, who heads Cain International’s European investment committee, share perspectives on how capital is rebalancing toward the continent in this special episode.

Patel notes that allocators from the US, Middle East and beyond are looking to Europe in ways they weren’t just a year ago, opening the door for both credit and equity strategies. Luoma, meanwhile, emphasizes that valuations appear to have bottomed and that green shoots are starting to show as financing conditions stabilize.

The two also highlight where opportunities are clearest: Germany’s distressed construction projects, Southern Europe’s structural tourism boom, student housing, and continued undersupply in residential and hospitality. Data centers and logistics remain attractive, while ESG regulation – once seen as a hurdle – is increasingly embedded in business plans, shaping how new assets are built and old ones are repositioned.

Taken together, their outlook is one of cautious optimism. Core capital is beginning to return, early movers are testing distressed opportunities, and Europe’s mix of stability, rule of law and long-term demand drivers are drawing greater global interest.

This episode is sponsored by AlixPartners

The Disruption Matters special podcast miniseries is back for its fourth season, and this year, leading industry experts will discuss how private markets can still deliver growth, despite the headwinds of a revolution in tech, geopolitics and global markets.

In our fourth episode this season, we focus on how best to drive innovation at portfolio companies, and how to ensure such efforts deliver on their promise. That means finding the Goldilocks level of structure that measures and substantiates the process, without smothering good ideas with bureaucracy.

Guests include Lara Nemerov, a partner with Alix Partners; Jason McDannold, Americas co-leader of private equity at AlixPartners; Hoyoung Pak, chief AI officer at AlixPartners; John Griffin, a partner with the Sterling Group; and Ben Hanessian, a principal of Baird Capital’s portfolio operations.