2025 was a defining year for private equity — not a rebound year, but a reset year. As markets adjusted to higher rates, tighter liquidity, and slower exits, PE leaders shifted from growth-at-all-costs to precision, discipline, and execution.
From the sidelines of our Private Equity forums in New York and San Francisco, GPs, LPs, CIOs, and allocators unpacked how capital formation, portfolio construction, and value creation are evolving in real time. Conversations centered on what’s actually working — from navigating GP-leds and secondaries to scaling platforms, deploying private credit, and integrating AI with intention rather than hype.
What emerged was a clearer, more pragmatic playbook for private equity heading into 2026 — one defined by selectivity, creativity, and a sharper focus on durable value in a more complex market environment.
Here are the private equity conversations that shaped the year — captured straight from the sidelines.
David Schnadig & More Share Their Insights from the Sidelines of Private Equity New York 2025
More than 1,000 senior leaders across private equity came together in New York for a candid look at where the market is headed. From scaling platforms and navigating GP-leds to the evolving role of private credit, the conversations were timely, practical, and refreshingly direct.
Lawson, Tosi, Robard: PE leaders on secondaries, fundraising, AI
Nearly 400 GPs and LPs convened in San Francisco for an unfiltered discussion on what’s actually driving outcomes today. Secondaries, fundraising dynamics, and AI dominated the agenda — with frank perspectives from Laurence Tosi, Rich Lawson, and Yann Robard on what’s working, what’s not, and what’s next.
