Private markets regained some early momentum in 2026, but investors are now dealing with a dose of geopolitical turmoil and AI disruption. This uncertainty underscores the importance of a disciplined and established underwriting framework, and an investment team that is experienced in navigating and taking advantage of unpredictable market environments.
In more volatile markets, outcomes begin to diverge and tend to favor portfolios and management teams that have prioritized discipline, risk management, and that have deep relationships and information flow that support strong decision-making.
Hear from Apogem Capital’s investment professionals as they share their perspectives on what is driving results in the current market and where their teams are focusing efforts.
Co-Investing with Conviction
Bryan Pendleton, Managing Director, explores why strong relationships and access are crucial to co-investing today when tighter timelines and speed to insight are necessary for efficient decision-making.
Untapped Opportunity in Lower Middle Market Liquidity Solutions
Stanley Xu, Managing Director, discusses the increasing need for liquidity across private markets, and how a broad platform focused on the relationship-driven, lower middle market may provide advantages in accessing and carefully assessing opportunities.
Maintaining Discipline Amid a Competitive Lending Environment
Junaid Sozer, Managing Director, explores deal flow and capital deployment in the current environment and how Apogem maintains its edge amid competition and market noise, while staying focused on disciplined underwriting.
Modernizing Direct Lending Diligence & Monitoring
Patrick Koehl, Managing Director, discusses the different ways that Apogem is evolving its diligence process and portfolio oversight, and how the direct lending portfolio has held up under certain market stress points.
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Private markets remain a core and growing component of multi-asset portfolios.
In this overview video, Sarah Hirsch, Global Market Strategist at New York Life Investment Management, discusses how investors are re-engaging with renewed discipline, emphasizing selectivity and diversification, while increasingly turning to more complex or fragmented markets for differentiated sources of return.
Insights brought to you by Apogem Capital, a New York Life Investment Management Company.
Apogem Capital is a leading private markets investor focused on the North American middle market. Apogem manages a streamlined suite of strategies, including direct lending, primary fund investments, equity co-investments, secondary investments, GP stakes, and private real assets. Visit apogemcapital.com.
A Broad Range of Private Market Capabilities Across New York Life Investments
The benefit of our multi-boutique platform
At New York Life Investments, we offer a wide range of private market solutions tailored to meet client objectives. Our investment strategy is rooted in extensive experience and deep institutional knowledge, emphasizing thoughtful diversification and long-term growth. With a proven, repeatable process, our skilled teams expertly manage assets across key sectors such as private equity, private credit, real estate, and infrastructure.
Private Debt
Private Equity
Real Estate
A Broad Range of Private Market Capabilities Across New York Life Investments
The benefit of our multi-boutique platform
At New York Life Investments, we offer a wide range of private market solutions tailored to meet client objectives. Our investment strategy is rooted in extensive experience and deep institutional knowledge, emphasizing thoughtful diversification and long-term growth. With a proven, repeatable process, our skilled teams expertly manage assets across key sectors such as private equity, private credit, real estate, and infrastructure.