
Alternative Views with Capital Dynamics’s Andrew Bernstein
Andrew Bernstein, Head of Private Equity at Capital Dynamics, discusses supply chain uncertainty and late primary investment.

Andrew Bernstein, Head of Private Equity at Capital Dynamics, discusses supply chain uncertainty and late primary investment.

Private Equity Wire’s New York Private Capital Summit 2025 was our biggest, best-attended, most relevant event yet. In an industry full of paradoxes, our job is to make sense of it all. Here are seven top-line trends from the day.

By Sebastian Dooley, Portfolio Manager, Principal Asset Management – The outlook for data centres is formidable. Buoyed by strong fundamentals, ever increasing demand and improving efficiency, have primed the asset class for sustained, attractive returns. However, the market is maturing. Success will no longer be guaranteed by simply deploying capital.

STORIES OF TRANSFORMATION: As social life becomes digitised, consumers are increasingly looking for in-person retail experiences which offer a break from the online world. Verlinvest’s portfolio company Insomnia Cookies has utilised this trend to help create value.

With LP diversification dominating discourse, private equity managers are set to serve many masters with distinct priorities. Based on Private Equity Wire’s allocator surveys of more than 100 LPs through 2025, here are some factors that wealth managers very clearly prioritise more than the traditional institutional LP base. In time,

Felipe Berliner, Co-Founder of Gemcorp Capital, discusses the expanding scope for private credit in emerging markets.

STORIES OF TRANSFORMATION: Water access is undeniably strained worldwide. Morgan Stanley Infrastructure Partners used Water-as-a-Service® to help overcome this challenge, with its prior portfolio company Seven Seas Water Group.

Tony Smedley, Managing Director and Head of Private Equity at Heitman, discusses trends in the infrastructure and real estate, and the convergence between the two asset classes.

STORIES OF TRANSFORMATION: Between 2014 and 2023, recorded music industry revenues more than doubled, from approximately $13bn $28bn, marking nine consecutive years of growth according to the International Federation of the Phonographic Industry’s Global Music Report 2023.

STORIES OF TRANSFORMATION: The market for high-quality cat food is growing quickly. By capitalising on this trend and implementing its own value creation strategies, 3i has generated a strong return from its investment in MPM.
12 November, 2026 – 5:00 pm
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12 February, 2026 – 8:00 am
12 February, 2026 – 5:00 pm