Dry Powder: The Private Equity Podcast

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.

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 .

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 .

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

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

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

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

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 .     

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.

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 .

We explore a fresh approach to modeling and managing risk.

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.

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

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

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

We seem to have entered a period of eerie calm, but will it last? Read Bain & Company’s 2024 Global Private Equity Report here . View my webinar on March 19th here .  

In part two of our interview, we explore the principles and strategies that enable the industry’s top-performing GP’s to deliver persistent returns.

A pioneering investor talks to us about challenging the industry’s conventions.

Tom Callahan, CEO of NASDAQ Private Market, argues that today’s liquidity crisis could mark a turning point for secondaries markets.

Nigel Dawn, senior managing director at Evercore, explains how GPs and LPs are discovering new tools and techniques to finance deals.

We asked two of Bain’s leading experts on commercial excellence to take us to the cutting edge of investor relations.

As inflation trends downward, should investors plan for a lower interest rate environment in 2024 — and even the possibility of deflation?

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 n...

In part two of our interview series, we explore Vista’s approach to AI and how it connects to the company’s founding story.

We ask Vista’s CEO how he continues to do deals at an astonishing clip, despite the challenging conditions of today’s market. If you'd like to stay up to date with my weekly series on LinkedIn, follow me here .