RPM - Reflections on Private Markets

StepStone Group

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

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RPM - Reflections on Private Markets

Episodes (58)

Apr 21st Power, planets & the abyss — how AI, space, and the deep sea are shaping private markets
Mar 11th The case for emerging managers with Ted Panarese and Aditya Fontana-Raina
Mar 3rd Fall 2025 Real Estate House Views with Jeff Giller and Margaret McKnight

RPM - Reflections on Private Markets

Apr 21, 2026
26¼ minutes
36 MB

Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base. How energy sources are powering AI (1:57)The role of private capital (6:19)Practical bottlenecks around AI growth (8:52)Remapping of geostrategic value (13:09)Resources and opportunities in space and the deep sea (15:11)What’s next (21:55)

RPM - Reflections on Private Markets

Power, planets & the abyss — how AI, space, and the deep sea are shaping private markets

StepStone Group

00:00 -26:11