International Markets

Investment Strategy

Regulations

Government

Investor Services

Services

Enabling Issuers and Investors across the entire investment lifecycle.

Securities Services

Episode 2: Private Markets – Retail, Returns, and Key Messages

Industry Perspectives Episode 2

Industry Perspectives Series, where we explore the latest themes shaping financial services. Bringing you insights from thought leaders, helping you stay informed, navigate challenges, and seize opportunities.

Industry Perspectives

Transcript

In this episode of Industry Perspectives, hosts Amanda Hale and Matthew Cherrill of Citi’s Global Trustee &amp; Fiduciary Services are joined by industry experts: Viral Patel, CEO of BXPE, Michael Dryden, Partner and Global Head of Asset Based Finance &amp; FIG at Sixth Street, Daniel Pietrzak, Partner, Global Head of Private Credit for KKR, and Citi’s own Rajiv Amlani, Global Head of Private Markets coverage within Spread Products.Together they explore recent trends in global private market deal making and fund structuring and the opportunities these have afforded for unlocking capital and driving value, whether value creation differs depending on the jurisdiction in which business is being done or the asset class being invested in, as well as the next wave of private market innovation.

Amanda has over 40 years of experience in the investments industry and has been with Citi since 2008. Prior to joining Citi, Amanda worked in the CIS Policy Team at the Financial Services Authority (FSA), now the Financial Conduct Authority (FCA) after having been with HSBC for 26 years in various areas such as Trustee and Depositary Services, Custody, Settlements, Corporate Actions, and Income. Amanda currently represents Citi on external industry committees and panel discussions as well as chairing various internal Citi regulatory committees. She demonstrates an excellent understanding of the financial services’ regulatory environment.&nbsp;

Amanda Hale, Director & Head of Regulatory Services, Global Trustee & Fiduciary, Citi

Matthew has over 38 years’ experience in the collective investment schemes industry. Following 19 years at the Midland Bank Trust Company, which became HSBC Securities Services, Matthew moved to the funds policy team at the Financial Services Authority, introducing various policy initiatives and representing the UK at the Committee of European Securities Regulators (CESR). Following the transition to the Financial Conduct Authority, Matthew moved to funds authorization and advised on the establishment of the funds supervision team. Matthew has been with Citi for over 10 years, representing Citi at various external industry committees and providing our clients with valuable insights into emerging regulation.

Matthew Cherrill, Senior Regulatory Technical Analyst, Citi

Viral has been with the firm for a little over twenty years. He has held multiple roles during that time but currently leads the private equity strategy for individual investors.

Viral Patel, CEO, BXPE

Michael’s current role focuses on the asset-based finance business, across asset classes such as residential mortgages, commercial real estate debt, consumer, and commercial finance assets.

Michael Dryden, Partner, Global Head of Asset Based Finance & FIG, Sixth Street

Having worked for KKR for the last ten years, Daniel runs the private credit business.&nbsp;The role encompasses lending money to corporates such as private equity owned companies, family-owned companies, other private companies, as well as having responsibility for the private credit business, or asset-backed finance.

Daniel Pietrzak, Partner, Global Head of Private Credit, KKR

Citi’s spread products cover a combination of credit, real estate, mortgage, and asset backed securities business for both public and private side activity.

Rajiv Amlani, Global Head of Private Markets coverage within Spread Products, Citi

Private Markets – Opportunities, Structures and Value

Episode 1: Private Markets – Opportunities, Structures and Value

/rcs/citigpa/storage/public/EP1-Behind-The-Mic-Podcast-Transcript.pdf

Industry Perspectives Episode 1

In this episode of Industry Perspectives, hosts Amanda Hale and Matthew Cherrill of Citi’s Global Trustee &amp; Fiduciary Services are joined by industry experts: Viral Patel, CEO of BXPE, Michael Dryden, Partner and Global Head of Asset Based Finance &amp; FIG at Sixth Street, Daniel Pietrzak, Partner, Global Head of Private Credit for KKR, and Citi’s own Rajiv Amlani, Global Head of Private Markets coverage within Spread Products.Together they explore potential risks and opportunities in opening up alternatives to retail investors, and whether the high returns experienced in the private equity space are now behind us.

Private Markets – Retail, Returns, and Key Messages

/rcs/citigpa/storage/public/EP2-Industry-Perspectives-Podcast-Transcript.pdf

Banking, Capital Markets & Advisory

Commercial Bank

Citi Global Perspectives & Solutions

Leadership

Private Bank

Treasury & Trade Solutions

Markets

Issuer Services

Citi Digital Assets

Research

Wealth

Citi Institute

Column 1

Column 2

About Us

Programs

Knowledge Center

Apply for Funding

Column 3

Column 4

Column 5

Links

Footer

Citi Foundation

Businesses

Our Impact

News

Insights

Investors

Careers

My Account

Emergency

Disclosures

Privacy Notices

Hidden

Citi Gpa

Europe, Middle East and Africa

North America

Latin America

Asia Pacific

Social Welfare Funds

Development Organizations

SOEs

Multilateral Development Bank

Central Banks

Central Governments

Ministry of Finance

Local Governments

Ministry of Foreign Affairs

Regional Development Bank

Fraud Prevention

FinTech

iBuyers

Mortgage

Origination

PropTech

Real Estate

Single-Family Rental

Data

GDPR

Privacy

Regulsyion

Auto

Demand

Food

Industrial

Metals

Russia

Shortage

Supply

Supply Chain

Tariff

Ukraine

Asteroids

Imagery

Logistics

Mining

Moon

Rockets

Satellites

Space

Space-Based Solar Power

Aware

Do No Harm

Impact

Investing

Monitoring

Risk

Sustainability

Taxonomies

Augmented Reality

Cryptocurrency

dApps

DeFi

Metaverse

Money

Virtual Reality

VR/AR

Auction

Disruption

Money Laundering

Online

Regulation

Virtual

Entrepreneur

Equal Opportunity

Equality

Global Growth

Innovation

Venture Capital

Women

Women Entrepreneurs

Education

Eliminating Poverty

Health

Multidimensional Index

Poverty

Standard of Living

Sustainability-Linked Bond

UN SDG

Inflation

Just in Case

Just in Time

Production

Transportation

Charity

Donations

Multiplier

Philanthropy

Service

Technology

Growth & Prosperity

Risk & Resilience

Sustainability & Society

Technology & Innovation

Health & Wellness

Citi Blog

Press Release

Regulatory

Product Marketing

Wealth Publications

Newsletter

Global Markets and Economy

Business Strategies

Community Impact

Wealth Management

Retail Banking

ICG Insight Detail Template

As our premier thought leadership product, Citi Global Perspectives & Solutions (Citi GPS) is designed to help our clients navigate the global economy’s most demanding challenges, identify future themes and trends, and prosper in a fast-changing and interconnected world. 

Keep Exploring CITI GPS Content

Keep up to date with our latest insights.

Subscribe to Citi GPS

Sign up to receive the latest insights from Citi.

gpa-footer

gpa-menu

Citi, the leading global bank, serves more than 200 million customer accounts and does business in more than 160 countries and jurisdictions. Learn more today.

Global Investment Bank and Financial Services | Citi

Industry Perspectives

Related Stories

Industry Perspectives Episode 1

Industry Perspectives Episode 2

Securities Services

Sign up to receive the latest insights from Citi.