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.
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.
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 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.
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