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Mike McCabe

Author

Sep 2, 2026

0:44
You sit at the intersection of portfolio construction, investment, advisory, as well as data and analytics.
0:53
StepStone sits at the center of a very powerful flywheel within the private markets ecosystem, globally speaking, with a total capital responsibility of just under a trillion dollars.
1:05
nearly $230 billion of assets under management with 1300 plus employees spread out across 31 different offices.
1:13
Our stated purpose is really to be the trusted partner of choice to asset owners who are allocating capital to the private markets.
1:21
and general partners who are using this capital to make direct investments in both the equity and debt of private companies.
1:29
As such, we're often described as an asset manager with a leading data and analytics platform across private equity, venture capital, private credit, real estate, and infrastructure.
1:41
What that means in practice is We see the market from a number of different angles, from the GP level, from the LP level, from the asset owner perspective, and increasingly the wealth and evergreen channel.

6 MINS LATER

7:55
And bringing that into real-life portfolio management with an environment that require much more dynamic portfolio allocation, how are data, portfolio analytics, real-time tools truly changing the way you are exercising your expertise? And also as the market expand into new client segment, Are things changing structurally from this risk analysis and framework?
35:24
Mm-hmm
35:25
... to get over on edge.
35:26
I wanna move that rocker transition back a bit in the tip, elevate the tip height so that you've got more of a planing sensation through that softer snow that's got that heavier, denser feel to it.
35:37
That's gonna allow you to get that thing on edge that much easier because you're not gonna be aiming for that tighter sweet spot that's intended to really be utilized on hardpack groomers like that Spar 88.
35:49
Same concept in the tail.
35:51
We're gonna loosen up that rocker in the tail and really just give you a ski that's got more versatility because this isn't designed with such a narrow scope in mind.
36:01
So that said, this is kind of I'll, I'll switch up the order that I do this, which is no big deal 'cause oftentimes I'm faced with that.

6 MINS LATER

42:02
Mm-hmm.
49:03
And what about from a fan perspective? What's really driving the interest in coming to attend? What's the fan experience like at this event?
49:12
So it's very different from my first experience in esports was probably 2005 in Korea.
49:19
And I struggled.
49:22
My friends in Korea were saying, come and watch somebody else play a game.
49:27
And I didn't get it.
49:29
I didn't understand it.
49:30
And at that moment, when you sit in an arena and you hear the fandom, it's the same as any other sporting event.
50:23
Can anybody get involved? I mean, if you are somebody who is a passionate gamer and you want to give it a try, how does one enter this field to become competitive or professional in this area?
10:22
Why the move and what did you learn about your organization by pulling this off, so to speak?
10:31
Yeah, well, obviously it's been a pretty turbulent few months here in the Middle East.
10:39
We've had a lot of disruption and we've been monitoring it.
10:43
And as with any organization, we always have contingencies.
10:47
We always know that things might go a different way and we need to build a plan for it.
10:52
But often you hope that you're not going to have to trigger those contingency plans.
10:58
what became clear to us was that the travel disruption and the travel advisories were gonna probably still be in effect at a time where players are starting to plan their travel and be able to come here to Riyadh.

34 MINS LATER

44:59
know i have an unfair advantage because i actually can talk to you right i'm like so let's say you're my esports world cup concierge i've hired you as my like where do i start so tell me where i should go how should i start the tournament and then like be my tour guide where do i go next if you were going to give me my first move my second and my third as a newbie where should i go

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