Partners Group

Last week, we held our UK Investor Conference, building on the momentum from our recent Global AGM in Zug, Switzerland. Over 110 clients and contacts joined us for a day of networking, panels, and discussions around the evolving role of private markets in today’s market. The conference included a panel with leaders from the National Wealth Fund, British Business Bank, and UK Government; a fireside chat with Eduardo Kassner, Chief Data & AI Officer at Microsoft and Operating Director at EdgeCore Digital Infrastructure - our data center portfolio company; and a keynote from the Rt Hon Rory Stewart, who most recently served as the UK Secretary of State for International Development.

“It will fundamentally change the landscape and enable the adoption of private markets.” Our Co-Head of Private Wealth Robert Collins recently joined BlackRock’s Joe DeVico and Jonathan Diorio on Michael Sidgmore’s Alt Goes Mainstream podcast to explain why Partners Group’s and BlackRock’s model portfolio collaboration is “private markets’ iPhone moment”. Listen to the whole episode here: https://lnkd.in/eUpMeV7d

Last week we hosted our second annual Women’s Event in New York, with more 50 attendees from asset allocators, financial advisors, and the broader finance community joining us to discuss private markets. We tackled several topics across three panels, including how to drive value creation during volatile times and deliver effective business communication in a “digital first” world. We were joined by two of our Lead Operating Directors, Heather Dooley and Bar Littlefield from the boards of our portfolio companies EdgeCore Digital Infrastructure and Exus Renewables North America respectively, who provided highly valuable industry insights from the front lines of our transformational investing work.

Our infrastructure secondaries business is investing over EUR 120 million in GESTCOMPOST, the largest organic waste treatment manager in Spain, acting as a cornerstone investor in a continuation fund. In addition to waste treatment, Gestcompost is building capabilities in the production of biogas and biomethane, which is an alternative fuel that is playing an important role in the energy transition. In line with our entrepreneurial governance approach, we will take two seats on Gestcompost’s board and support management on implementing value creation initiatives, including increasing waste volumes and acquiring new biomethane plants. You can read the press release here: https://lnkd.in/eP5xxPcg

We believe a significant reconfiguration of the global economy is underway. In this next clip from our client AGM, Steffen Meister, our Executive Chairman, outlines the key drivers behind this reconfiguration, including a blurring of the lines between sectors, strong tech-enablement at the company level, and rapidly changing ecosystems and value chains. These forces are fostering the emergence of a new generation of tech-enabled, cross-sector companies that are reshaping the investment landscape.

In this second clip from our recent global client AGM, our CEO Dave Layton shares some valuable insights on the evolving private markets investment landscape. Dave notes that investor sentiment is improving with activity on the rise after several years of decline, which is leading to a more favorable market climate that is characterized by attractive valuations and less competition. We are capitalizing on these conditions, with USD 22 billion invested and USD 18 billion realized globally across our platform in 2024, up 66% and 53% year-on-year. Stay tuned for more from our AGM.

Our Executive Chairman Steffen Meister joined Chery Kang on CNBC today in Hong Kong. Steffen and Chery spoke about our private markets royalties strategy, how it fits into our clients’ portfolios, and the potential future growth of the asset class. They also spoke about our presence in Hong Kong, which focuses on private wealth clients, and our outlook for 2025 and beyond. Watch a clip of the interview here: https://lnkd.in/eC_jKu29

At Partners Group's Annual General Meetings earlier this month, we were privileged to host a panel discussion featuring two distinguished former prime ministers: Sanna Marin of Finland and David Cameron of the UK. Our "A World in Flux" session, moderated by Steffen Meister, Partners Group's Executive Chairman of the Board, explored critical global issues such as the evolving dynamics of global power as well as technological disruption and its societal implications. Their insights offered valuable context for navigating today's complex geopolitical and investment landscape. We extend our gratitude to Ms. Marin and Lord Cameron for their insightful discussion and to all clients who engaged in this thought-provoking session. Stay tuned for more exclusive insights from our AGM 2025!

Over USD 10 trillion in AuM represented. More than 320 clients from 35 countries. Truly an exceptional event. Earlier this month, we hosted Partners Group's Annual General Meetings 2025 at our new Campus in Zug, Switzerland. For two days, we engaged in thought-provoking discussions and presentations, delving into the future of Private Markets, sharing our strategic vision, and examining geopolitical trends alongside industry leaders and experts. The video below offers a glimpse into the atmosphere that made this AGM really special. Over the coming weeks, we'll be sharing snippets from key presentations right here on LinkedIn. Stay tuned!

Our portfolio company Budderfly has been ranked 25th on Fast Company’s annual ranking of the world’s 50 Most Innovative Companies. Budderfly takes over customer utility bills, pays for facilities upgrades, and uses its AI-powered software to monitor energy use. It then bills customers less than what they would have paid a utility and keeps some of the savings. “We literally have training for our salespeople on answering ‘that sounds too good to be true,’ ” Al Subbloie, Budderfly’s CEO, said. Last year, Budderfly expanded its portfolio to more than 7,000 facilities and its annual recurring revenue to more than USD 200 million.