Claim OwnershipDry Powder: The Private Equity Podcast
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Hugh MacArthur, Chairman of Bain & Company's Global Private Equity practice, interviews leading experts on the trends and opportunities that will redefine the private equity industry.
133 Episodes
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[This episode originally aired on March 1, 2021] We consider a critical question from Bain & Company's Global Private Equity Report.
On April 24, I joined the Spotlight On podcast for a conversation about the future of private equity. Naturally, we talked about the game-changing promise of generative AI, but I also sounded a note of caution. While we’ve seen remarkable enthusiasm and activity in deal sourcing operations and portfolio management, what we haven’t yet seen is the kind of deep impact that many are talking about and predicting. There’s progress along many fronts but no silver bullet in sight just yet.What you’re about to hear is a lightly edited excerpt of our conversation, in which I offer my latest thinking on how to navigate this experimental phase, including how we’re using generative AI here at Bain. I’d like to thank my host, Nick Barton of the Barton Partnership, for such a thought-provoking exchange.
Amid a turbulent year, is the industry poised for more of the same or a sudden turnaround?Read Bain's 2025 Midyear Private Equity Report here. Register for Bain's Private Equity Midyear Report 2025 Webinar on July 16 here.
[This episode originally aired on December 7, 2023] Today on the show, I have a lively conversation with Ashby Monk, the executive director of the Stanford Research Initiative on Long Term Investing. Ashby studies the inner workings of pension funds, sovereign wealth funds, endowments and foundations — in short all of those LPs that sit somewhere in between the public and private sectors.“That means that they are optimizing for things that are not entirely evident to just the casual observer,” Ashby says.In this episode of Dry Powder, I ask Ashby to take us inside the $140 trillion universe of long-term investing and help us understand what exactly these organizations are optimizing for.If you'd like to stay up to date with my weekly series on LinkedIn, follow me here.
This past December, I joined the M&A Science Podcast for a wide ranging interview about my 30 year career at Bain and the evolution of the private equity industry. My host did a superb job of walking us through the pivotal moments when the industry was forced to reinvent itself. In this current moment of uncertainty, the interview serves as a timely reminder of how quickly the industry can change — and is often forced to. What you're about to hear are a few excerpts from that interview, lightly edited for brevity and clarity.I'd like to thank my host, Kison Patel, for the opportunity to share this timely conversation with our audience, and if you'd like to listen to the full interview, you can visit the M&A Science Podcast here.
A 30-year veteran shares why the secondary market’s growth continues to surprise him.
We ask a leading provider of NAV loans about the enthusiasm and the skepticism around a growing trend.
In the second of our two-part series, we ask the Co-CEO of Hamilton Lane how they’re building an analytics engine that can serve both institutional and individual investors.
Hamilton Lane's Co-CEO takes us inside the rapid buildout of private market infrastructure.
In part two of our infrastructure series, we take a closer look at which sub-sectors are heating up, and how opportunities across energy and tech are converging.
Infrastructure deals are evolving, and private capital could play a pivotal role in the space.
Today on Dry Powder, we’re sharing a live recording from this year’s NEXUS conference in Orlando, Florida. My guest is Brian Bernasek, Co-Head of Americas Corporate Private Equity at Carlyle. We had a wide-ranging discussion about his market outlook for 2025, how he thinks about sector expertise at scale, the rising cost of alpha, and, of course, AI. Our conversation touches on many of the key themes in Bain’s Global Private Equity Report, which we've linked to below, but Brian is one of those rare investors who can actually bring these themes to life. Read Bain's 2025 Global Private Equity Report, here.
We cover three overarching themes from this year’s report, including clear evidence of an industry recovery, continuing challenges for GP’s, and strategies for winning the future.Register for our Global Private Equity Report 2025 Webinar on March 13, here.Read the full 2025 Global Private Equity Report, here.
We asked the managing director of Insight Partners how they invest across venture capital, growth equities and buyouts.Register for our Global Private Equity Report 2025 Webinar on March 13, here.
Jim Coulter reflects on the legacy of his co-founder, David Bonderman, while asking whether the industry still makes room for unorthodox investors like him today.
In an industry where management change out rates hover around 50%, GTCR stands out as a remarkable exception.
From strawberry-picking to brick-laying, automation is revolutionizing unexpected corners of the workforce.
With inflation easing and public markets on the rise, the key questions are whether the Federal Reserve has overcorrected and how the new administration will impact the path to recovery.
A few big ticket deals have raised hopes of a rebound, but investors are still wondering when deal activity will return to normal, or what normative will even look like in the coming year.
In part two of our interview series, we explore how generative AI is prompting a radical reconsideration of how software is priced and deployed at scale.
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