Dry Powder: The Private Equity Podcast

By Hugh MacArthur, Bain & Company

What's Dry Powder: The Private Equity Podcast about?

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.

Download our free app to listen on your phone

Dry Powder: The Private Equity Podcast episodes:

04.30.2024
When the Dam Breaks on Tech Deals w/ Thoma Bravo’s Holden Spaht
We ask a leading enterprise software investor why 2023 could be a “significantly better” year for deal making.
04.22.2024
Data-Driven Impact Investing w/ Bridgespan’s William Foster
Private equity firms are developing measures of success that go far beyond carbon footprints.
04.04.2024
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.
03.11.2024
Bain & Company’s 2024 Global Private Equity Report: Executive Summary
We seem to have entered a period of eerie calm, but will it last?
02.22.2024
The Key to Persistent Performance w/ TPG’s Jim Coulter
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.
02.15.2024
Breaking the Tablets w/ TPG’s Jim Coulter
A pioneering investor talks to us about challenging the industry’s conventions.
01.23.2024
The Evolution of the Secondaries Market: From Crisis to Opportunity
Tom Callahan, CEO of NASDAQ Private Market, argues that today’s liquidity crisis could mark a turning point for secondaries markets.
01.16.2024
The Rise of the Secondaries Market: From Backwater to Boomtown
Nigel Dawn, senior managing director at Evercore, explains how GPs and LPs are discovering new tools and techniques to finance deals.
01.09.2024
Inside the Modern Investor Relations Team
We asked two of Bain’s leading experts on commercial excellence to take us to the cutting edge of investor relations.
12.19.2023
Macro Update: The Flip Side of Inflation
As inflation trends downward, should investors plan for a lower interest rate environment in 2024 — and even the possibility of deflation?
12.07.2023
A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma
Stanford's Ashby Monk 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. Today on Dry Powder, I ask...
11.21.2023
Back to the Future w/ Vista’s Robert F. Smith
In part two of our interview series, we explore Vista’s approach to AI and how it connects to the company’s founding story.
11.14.2023
Defying the Down Market w/ Vista’s Robert F. Smith
We ask Vista’s CEO how he continues to do deals at an astonishing clip, despite the challenging conditions of today’s market.
10.26.2023
Fine-Tune Your Fund-Raising Game
In part two of our fund-raising series, we’ll dig into the tools, tactics, and technologies that enable general partners to tailor their pitches to key decision makers within institutions.
10.19.2023
Level Up Your Fund-Raising Game
As competition for capital intensifies, a one-size-fits-all approach to institutional investors will no longer suffice.
10.06.2023
One Small Step for Private Equity, One Giant Leap for Philanthropy
We ask the founding team at Greater Share about their intriguing new approach to philanthropic funding and how they’ve already garnered support from some of the world’s leading GPs.
09.21.2023
Macro Update: I'm From the Government and I'm Here to Invest
In part two of our macro series, we explore the risks and rewards of public-private partnerships.
09.14.2023
Macro Update: Are We Out of the Woods Yet?
We ask Karen Harris, the managing director of Bain’s Macro Trends Group, whether the economy could emerge from this period of rate hikes unscathed.
08.31.2023
How to Recruit and Retain a Team of All-Stars w/ Bain Capital’s Stephen Pagliuca
In part two of our interview series, we ask Steve how he recruits and retains a team of all-star players.
08.24.2023
Upward and Onward In an Uncertain Environment w/ Bain Capital’s Stephen Pagliuca
The longtime chairman and now senior advisor at Bain capital explains why he is “as excited” to be involved in the private equity industry today as he was 30 years ago.
08.15.2023
Dual Sector Expertise w/ Welsh, Carson, Anderson & Stowe
In the second part of our interview series with WCAS, we explore how they “co-cover” the healthcare and tech industries, together.
08.08.2023
A Tale of Leadership Transition w/ Welsh, Carson, Anderson & Stowe
We ask Welsh Carson how they identify the next generation of leaders within the firm and how they extend those practices to their wider ecosystem of partners and advisors.
07.24.2023
Put Fundraising on the Front Burner
In such a severely capital-constrained environment, you need to give your LP’s confidence that you’ll be able to deliver real results over the next five years.
07.17.2023
Bain’s Private Equity Midyear Report 2023: Executive Summary
Deal activity, exits and fundraising are all sharply down, but the fear of a recession is also subsiding. So what’s holding investors back?
07.12.2023
Alone on the Ice: A Conversation with Arctos' Ian Charles
In part two of our conversation with Ian Charles, we reflect on a career of consummate innovation in the secondaries market.
06.22.2023
In a League of His Own: A Conversation with Arctos' Ian Charles
Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing.
06.08.2023
Dry Powder: Live from SuperReturn
Christian Sinding, the CEO and managing partner of EQT Group, joins us for our first live recording. We explore when deal markets will finally stir to life and how EQT takes intelligent risks in a period of overwhelming of uncertainty.
06.01.2023
Preparing for a Post-Dollar Era
We asked Bain’s leading macro expert whether the dollar’s status as a global reserve currency is really under threat.
05.25.2023
Macro Update: A Strange Brew
Karen Harris, the head of Bain’s Macro Trends Group, returns to the show for a conversation on interest rates, bank runs and an unusual mix of economic indicators.
05.16.2023
Inside the Race to Tokenize Capital w/ HgCapital Trust’s Jim Strang
We consider whether the launch of a few tokenized funds amounts to an interesting experiment on the blockchain or the beginning of a powerful secular trend.
05.02.2023
Inside the Race to Retail Capital w/ Opto Investments’ Mark Machin
We asked the CEO of Opto Investments to take us inside their eye-opening series A round and why they’re pursuing Registered Investment Advisors with a laser-like focus.
04.25.2023
Inside the Race to Retail Capital w/ Moonfare's Steffen Pauls
We asked the CEO of Moonfare what it takes to get ordinary investors up to speed and investing in private equity with confidence.
04.18.2023
Visualize Profits With Precision, Not Platitudes
Too many business leaders lack a clear and granular understanding of profitability, but a few organizations are visualizing profits in startling detail.
03.21.2023
The Renewed Urgency of Operational Due Diligence
As margins shrink, private equity houses are rediscovering the vital importance of operational due diligence.
02.27.2023
The 2023 Global Private Equity Report: Executive Summary
Deal activity was on track for another record-setting year, until the wheels came off.
02.02.2023
Macro Update: Waiting to Exhale
Behind the scenes at Davos, attendees were coming to terms with a fracturing world, a cascade of risks and, despite it all, a silver lining.
12.16.2022
Where to Invest With Web3
Private equity firms are racing to build out their Web3 capabilities, from deal sourcing to diligence to the bleeding edge of tokenization fund management.
12.13.2022
Where to Begin With Web3
Investors have been funding a massive build out of Web3 infrastructure, despite the turmoil over the past year.
11.22.2022
The Long Road to the ‘Other Half’ of the Capital Market
In part two of our interview with the CEO of Titanbay, we discuss the regulatory and behavioral hurdles that have prevented private equity from accessing roughly half of the world's sources of capital — and to what extent digital platforms...
11.15.2022
Are Retail Investors Finally Within Reach?
We asked the CEO of Titanbay how digital platforms could open up private equity deals to a whole new class of investors.
10.25.2022
An Enduring Strategy for Just About Any Time
Hg’s Matthew Brockman describes the technological trends that could reshape the workplace for decades to come.
10.18.2022
A Resilient Strategy for Uncertain Times
Hg’s Matthew Brockman explains how sector specialization can deliver surprisingly stable returns.
09.23.2022
How ESG Could Reshape the Real Economy
A raft of new public policies will not only reshape portfolios, they could also transform the way private equity houses run and grow their businesses on the ground.
09.16.2022
How ESG Went from a Focal Point to a Flash Point
The debate around ESG is heating up, but it may shed light on the future of ESG investing.
09.13.2022
Macro Risks: Keep It Simple
Home in on the mission critical risks to your portfolio and don’t sweat the details.
09.06.2022
Macro Risks: Everything, Everywhere, All at Once
Faced with an unprecedented confluence of macro risks, we asked Bain’s leading macro expert to game out the possible outcomes for the global economy, from best to worst case scenarios.
07.29.2022
Is It the Worst of Times?
In Bain’s 2022 Midyear Private Equity Report, we encourage investors to plan for scenarios, not certainty.
07.15.2022
Tech Due Diligence: From Here On Out
The field is evolving fast. Here’s how investors can stay ahead.
07.05.2022
Tech Due Diligence: From Bits and Bytes to Dollars and Cents
Translate technical jargon into actionable recommendations.
06.28.2022
Tech Due Diligence: From the Outside, In
You don't need the keys to the source code to learn an awful lot about a business from the outside, in.

What's Dry Powder: The Private Equity Podcast about?

Download our free app to listen on your phone

Dry Powder: The Private Equity Podcast episodes:

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

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

Macro Update: Calm, but Not Stable

Bain & Company’s 2024 Global Private Equity Report: Executive Summary

The Key to Persistent Performance w/ TPG’s Jim Coulter

Breaking the Tablets w/ TPG’s Jim Coulter

The Evolution of the Secondaries Market: From Crisis to Opportunity

The Rise of the Secondaries Market: From Backwater to Boomtown

Inside the Modern Investor Relations Team

Macro Update: The Flip Side of Inflation

A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma

Back to the Future w/ Vista’s Robert F. Smith

Defying the Down Market w/ Vista’s Robert F. Smith

Fine-Tune Your Fund-Raising Game

Level Up Your Fund-Raising Game

One Small Step for Private Equity, One Giant Leap for Philanthropy

Macro Update: I'm From the Government and I'm Here to Invest

Macro Update: Are We Out of the Woods Yet?

How to Recruit and Retain a Team of All-Stars w/ Bain Capital’s Stephen Pagliuca

Upward and Onward In an Uncertain Environment w/ Bain Capital’s Stephen Pagliuca

Dual Sector Expertise w/ Welsh, Carson, Anderson & Stowe

A Tale of Leadership Transition w/ Welsh, Carson, Anderson & Stowe

Put Fundraising on the Front Burner

Bain’s Private Equity Midyear Report 2023: Executive Summary

Alone on the Ice: A Conversation with Arctos' Ian Charles

In a League of His Own: A Conversation with Arctos' Ian Charles

Dry Powder: Live from SuperReturn

Preparing for a Post-Dollar Era

Macro Update: A Strange Brew

Inside the Race to Tokenize Capital w/ HgCapital Trust’s Jim Strang

Inside the Race to Retail Capital w/ Opto Investments’ Mark Machin

Inside the Race to Retail Capital w/ Moonfare's Steffen Pauls

Visualize Profits With Precision, Not Platitudes

The Renewed Urgency of Operational Due Diligence

The 2023 Global Private Equity Report: Executive Summary

Macro Update: Waiting to Exhale

Where to Invest With Web3

Where to Begin With Web3

The Long Road to the ‘Other Half’ of the Capital Market

Are Retail Investors Finally Within Reach?

An Enduring Strategy for Just About Any Time

A Resilient Strategy for Uncertain Times

How ESG Could Reshape the Real Economy

How ESG Went from a Focal Point to a Flash Point

Macro Risks: Keep It Simple

Macro Risks: Everything, Everywhere, All at Once

Is It the Worst of Times?

Tech Due Diligence: From Here On Out

Tech Due Diligence: From Bits and Bytes to Dollars and Cents

Tech Due Diligence: From the Outside, In