Dry Powder: The Private Equity Podcast

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.

Macro Update: Navigating Inflation and Policy Shifts Under a New Administration

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.

01-07
23:53

Tech Sector Update: Waiting for a 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.

12-17
18:05

Game Changers in Generative AI w/ Hg’s David Toms

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.

12-10
13:36

Early Wins in Generative AI w/ Hg’s David Toms

Hg’s head of research shares some of the more remarkable use cases of generative AI and what they reveal about the future of work.

12-03
22:34

Where Tech Meets Patient Care

Healthcare IT has the potential to not only make the industry more efficient but also to revolutionize patient care.

11-05
26:32

Adapting to a Multipolar World w/ Bain Capital’s David Gross

In part two of our interview series, we explore how private equity can continue expanding its global footprint and what it will take to thrive in a multipolar world.

10-22
17:04

The Cross-Platform Playbook w/ Bain Capital’s David Gross

The co-managing partner of Bain Capital takes us inside of their remarkably diversified portfolio, where venture capital, private equity, real estate, and credit don't just coexist—they actively reinforce each other.If you'd like to stay up to date with my weekly series of posts on LinkedIn, you can follow me here.

10-15
16:55

A Deep Dive into Private Equity’s Future

Host Hugh MacArthur takes the hot seat in this special episode about the future of private equity.You can access the original, full-length interview here. If you'd like to stay up to date with Hugh's weekly posts on LinkedIn, follow him here.

09-26
21:31

The Case for ‘Guarded Optimism’ in the Healthcare Sector

2024 is shaping up to be a surprisingly robust year for private equity deal activity.

08-29
23:33

Buy-and-Build: Deal Breakers and Deal Makers

[This series originally aired on November 21, 2019] Absent certain market conditions, buyer beware.

08-22
19:22

The Renewed Urgency of Operational Due Diligence

[This episode originally aired on March 21, 2023] As margins shrink, private equity houses are rediscovering the vital importance of operational due diligence.

08-15
14:55

The Take-Private Playbook

A small, but growing cohort of investors are taking mid-sized  companies private and driving substantial margin improvements.

07-30
13:41

Bain’s 2024 Midyear Private Equity Report: Executive Summary

Deals and exits are flat, and fundraising is down, but the real story is the tension beneath the numbers.For a deeper discussion, join our live webinar on July 9. Read Bain's 2024 Midyear Private Equity Report, here.   

06-28
22:24

A Savvier Approach to Sovereign Wealth Funds

Karen Khalaf, one of Bain's leading experts in sovereign wealth funds, explains how a little knowledge can go a long way on the fundraising trail.

06-18
16:30

Dry Powder: Live from SuperReturn 2024

Jim Strang, chairman of HgCapital Trust, joins us for a wide-ranging conversation about the future of the private equity industry.If you'd like to stay up to date with my weekly series on LinkedIn, follow me here.

06-06
29:59

Rethinking Risk w/ Charlesbank’s Michael Choe

We explore a fresh approach to modeling and managing risk.

05-21
21:45

Exit Strategies w/ Thoma Bravo’s Holden Spaht

In part two of our series, Thoma Bravo’s leading enterprise software investor explains how they continue to find exit opportunities and source new deals.

05-07
11:57

When the Dam Breaks on Tech Deals w/ Thoma Bravo’s Holden Spaht

We ask one of Thoma Bravo’s leading enterprise software investors why 2023 could be a “significantly better” year for deal making.

04-30
22:31

Data-Driven Impact Investing w/ Bridgespan’s William Foster

Private equity firms are developing measures of success that go far beyond carbon footprints.

04-22
17:15

Macro Update: Calm, but Not Stable

We ask Bain’s leading macro expert about the “last mile” of rate cuts in the US, and whether Europe has miles to go.

04-04
20:14

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