Podcasts by Dry Powder: The Private Equity Podcast

Could Private Equity Accelerate DEI? from 2023-12-13T18:23:28.642379

An industry that has historically lagged on diversity may be poised to take the lead.

When Software Eats the World of Finance from 2023-12-13T18:23:28.637952

The worlds of fintech and financial services are merging into one.

The 2022 Global Private Equity Report: Market Overview from 2023-12-13T18:23:28.574535

By just about any measure, private equity set a remarkable new standard during 2021.

Read the full report here: bain.com/privateequit...

The 2022 Global Private Equity Report: Three Essential Trends from 2023-12-13T18:23:28.568163

We consider the intensifying competition for tech, the rise of growth equity investing and the critical importance of sector expertise.

Read the full report here: Listen

Tech Due Diligence: From Bits and Bytes to Dollars and Cents from 2023-12-13T18:23:28.550379

Translate technical jargon into actionable recommendations.

Learn more about Bain's Tech Insights Group here: Listen

Macro Risks: Everything, Everywhere, All at Once from 2023-12-13T18:23:28.535092

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.

Macro Update: Waiting to Exhale from 2023-12-13T18:23:28.383362

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.

Today on Dry Powder, Karen Harris, managing dir...

Inside the Race to Retail Capital w/ Opto Investments’ Mark Machin from 2023-12-13T18:23:28.360170

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.

If you haven’t hear...

Preparing for a Post-Dollar Era from 2023-12-13T18:23:28.349220

We asked Bain’s leading macro expert whether the dollar’s status as a global reserve currency is really under threat.

Dry Powder: Live from SuperReturn from 2023-12-13T18:23:28.346614

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 ...

A Tale of Leadership Transition w/ Welsh, Carson, Anderson&Stowe from 2023-12-13T18:23:28.336487

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.

I've also launch...

One Small Step for Private Equity, One Giant Leap for Philanthropy from 2023-12-13T18:23:28.266660

We ask the founding team at Greater Share about their intriguing new approach to philanthropic funding and how they’ve already garnered support from s...

A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma from 2023-12-13T18:23:28.249665

Today on the show, I have a lively conversation with Ashby Monk, the executive director of the Stanford Research Initiative on Long Term Investi...

Back to the Future w/ Vista’s Robert F. Smith from 2023-11-21T09:00

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

Defying the Down Market w/ Vista’s Robert F. Smith from 2023-11-14T09:00

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 Link...

Fine-Tune Your Fund-Raising Game from 2023-10-26T08:00

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.

Level Up Your Fund-Raising Game from 2023-10-19T08:00

As competition for capital intensifies, a one-size-fits-all approach to institutional investors will no longer suffice.

Macro Update: I'm From the Government and I'm Here to Invest from 2023-09-21T08:00

In part two of our macro series, we explore the risks and rewards of public-private partnerships.

Macro Update: Are We Out of the Woods Yet? from 2023-09-14T08:00

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.

If you'd like to stay up to date with my...

How to Recruit and Retain a Team of All-Stars w/ Bain Capital’s Stephen Pagliuca from 2023-08-31T08:00

In part two of our interview series, we ask Steve how he recruits and retains a team of all-star players.

If you'd like to stay up to date with my weekly series of posts on LinkedIn, you c...

Upward and Onward In an Uncertain Environment w/ Bain Capital’s Stephen Pagliuca from 2023-08-24T08:00

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.

If you'd like to st...

Dual Sector Expertise w/ Welsh, Carson, Anderson&Stowe from 2023-08-15T08:00

In the second part of our interview series with WCAS, we explore how they “co-cover” the healthcare and tech industries, together.

Put Fundraising on the Front Burner from 2023-07-24T08:00

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. 

Read our latest research o...

Bain’s Private Equity Midyear Report 2023: Executive Summary from 2023-07-17T12:36:23

Deal activity, exits and fundraising are all sharply down, but the fear of a recession is also subsiding. So what’s holding investors back?

Read Bain's Private Equity Midyear Report 2023, ...

Alone on the Ice: A Conversation with Arctos'Ian Charles from 2023-07-12T08:00

On the previous episode of Dry Powder, Ian Charles, managing partner at Arctos Sports Partners, took us inside his approach to sports investing. It was a master class in sector specialization an...

In a League of His Own: A Conversation with Arctos'Ian Charles from 2023-06-22T08:00

Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing.

Macro Update: A Strange Brew from 2023-05-25T08:00

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.

Inside the Race to Tokenize Capital w/ HgCapital Trust’s Jim Strang from 2023-05-16T08:00

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.

If you'd like to learn more abo...

Inside the Race to Retail Capital w/ Moonfare's Steffen Pauls from 2023-04-25T08:00

We asked the CEO of Moonfare what it takes to get ordinary investors up to speed and investing in private equity with confidence.

If you haven't heard my interview with another early mover...

Visualize Profits With Precision, Not Platitudes from 2023-04-18T08:00

Too many business leaders lack a clear and granular understanding of profitability, but a few organizations are visualizing profits in startling detail.

The Renewed Urgency of Operational Due Diligence from 2023-03-21T08:00

As margins shrink, private equity houses are rediscovering the vital importance of operational due diligence.

The 2023 Global Private Equity Report: Executive Summary from 2023-02-27T05:05

Deal activity was on track for another record-setting year, until the wheels came off.

Read the full 2023 Global Private Equity Report, below:

Listen

Where to Invest With Web3 from 2022-12-16T09:00

Private equity firms are racing to build out their Web3 capabilities, from deal sourcing to diligence to the bleeding edge of tokenization fund management.  

Further Reading: 

Listen

Where to Begin With Web3 from 2022-12-13T09:00

Investors have been funding a massive build out of Web3 infrastructure, despite the turmoil over the past year.

Further Reading

Listen

The Long Road to the ‘Other Half’ of the Capital Market from 2022-11-22T09:00

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 capi...

Are Retail Investors Finally Within Reach? from 2022-11-15T09:00

We asked the CEO of Titanbay how digital platforms could open up private equity deals to a whole new class of investors.

An Enduring Strategy for Just About Any Time from 2022-10-25T08:00

Hg’s Matthew Brockman describes the technological trends that could reshape the workplace for decades to come.

A Resilient Strategy for Uncertain Times from 2022-10-18T08:00

Hg’s Matthew Brockman explains how sector specialization can deliver surprisingly stable returns.

How ESG Could Reshape the Real Economy from 2022-09-23T08:00

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.

How ESG Went from a Focal Point to a Flash Point from 2022-09-16T08:00

The debate around ESG is heating up, but it may shed light on the future of ESG investing.

Further Reading

Listen

Macro Risks: Keep It Simple from 2022-09-13T08:00

Home in on the mission critical risks to your portfolio and don’t sweat the details.

Is It the Worst of Times? from 2022-07-29T14:00

In Bain’s 2022 Midyear Private Equity Report, we help you plan for scenarios, not certainty.

Read the full report here: Listen

Tech Due Diligence: From Here On Out from 2022-07-15T08:00

The field is evolving fast. Here’s how investors can stay ahead.

Tech Due Diligence: From the Outside, In from 2022-06-28T08:00

You don't need the keys to the source code to learn an awful lot about a business from the outside, in.

Learn more about Bain's Tech Insights Group here: Listen

ESG at the Tipping Point: From Measurement to Management from 2022-04-27T08:00

Discover how leading private equity firms are making their ESG agendas more measurable and ultimately more manageable.

ESG at the Tipping Point: From Awareness to Action from 2022-04-20T08:00

ESG awareness has gone global. Learn how leading private equity firms are now springing into action.

Don't Stop Thinking About Tomorrow from 2022-03-07T06:36:19.378327

Here's how to keep the deal pipeline flowing, despite it all.

Healthcare and Covid-19: The Earthquake from 2022-03-07T06:36:19.369493

Could the service models emerging today alter the course of healthcare permanently?

The $2.5 Trillion Question from 2022-03-07T06:36:19.364571

Dry powder is at a record high, but how will it be put to work?

The 2020 Tech Report: Get Used to High Multiples from 2022-03-07T06:36:19.344884

Bain’s inaugural report on the state of the industry examines how leading companies are investing in AI and automation, the hybrid cloud, the Internet of Things, flexible supply chains, virtual ...

Market Overview: Is the Rollercoaster Ride Over? from 2022-03-07T06:36:19.304443

We consider the rebound from a remarkably strange year.

Is the Classic Buyout Model Still Working? from 2022-03-07T06:36:19.301950

We consider a critical question from this year’s Global Private Equity Report. 

Read the full report here.

Healthcare as National Defense from 2022-03-07T06:36:19.297974

We consider a conceptual shift that has enormous implications for how the public and private sectors work together.

The Missing Link to Mission Critical Talent from 2022-03-07T06:36:19.295062

Your value creation plan is the key to building a strong team, setting clear goals and delivering results.

Read the full report here: https://www.bain.com/insights/talent-decisions-global-...

From Generalist to Sector Specialist: A Conversation with Hg’s Nic Humphries from 2022-03-07T06:36:19.292338

One of Europe’s leading tech investors describes how Hg drilled down from industry to sector to sub-sector, and discovered its “sweet spot” for investing.

Stay Ahead of Rising Prices from 2022-02-24T09:00

Track inflationary pressures across the portfolio and help management teams combat shared threats together.

Get Ahead of Rising Prices from 2022-02-17T09:00

Private equity firms must look beyond their cost cutting playbook and develop a pricing strategy that can weather an inflationary storm.

When Investors Eat the World of Fintech from 2021-12-16T09:00

You can’t be good at everything in such a vast and competitive deal space, but you can focus.

Bonus: Inside Bain's DEI Journey from 2021-09-21T08:00

There are no shortcuts, but there are breakthroughs.

From Analytics to Advanced Analytics: A Conversation with Hg’s Nic Humphries from 2021-07-15T08:00

One of Europe’s leading tech investors describes how Hg adopts the latest breakthroughs in advanced analytics, AI, and machine learning “as fast as we possibly can.”

Healthcare Heroics from 2021-04-28T08:00

We take stock of a remarkable year of changes to the healthcare sector, fueled by innumerable acts of “healthcare heroism.”

The 2020 Tech Report: Get on the Right Side of Creative Destruction from 2020-12-14T09:00

As close as we’ll ever get to a unified theory of tech investing.

The 2020 Tech Report: Get Your Head in the Clouds from 2020-12-10T09:00

Bain’s inaugural report on the state of the industry examines how leading companies are investing in AI and automation, the hybrid cloud, the Internet of Things, flexible supply chains, virtual ...

ESG Done Continuously with Bain’s Jenny Davis-Peccoud from 2020-10-30T08:00

Isolate the ESG indicators that really matter to your portfolio.

ESG Done Wholeheartedly with CVC’s Jean-Rémy Roussel from 2020-10-27T08:00

Use ESG to energize the entire workforce, from the C-suite to the frontline.

ESG Done Right with CVC’s Jean-Rémy Roussel from 2020-10-20T13:30

Embed ESG in a value creation plan and the rest will come naturally.

Faster, Better, Cheaper...and Greener? from 2020-09-15T08:00:27

Green technology is changing the calculus of investing.

The Midyear Private Equity Report in Brief from 2020-07-20T04:05:02

Covid-19 has forced the industry to contend with these three trends.

The Digital Question from 2020-07-14T08:00:11

Between video calls and advanced analytics, just how much of the deal pipeline can go digital?

Healthcare and Covid-19: The Aftershocks from 2020-06-11T08:00:01

How can investors gain a foothold, even as the ground shifts beneath their feet?

Lessons from China’s Reopening: The Micro View from 2020-05-21T08:00:10

What are the risks and rewards of investing after a lockdown?

Lessons from China’s Reopening: The Macro View from 2020-05-19T08:00:06

China is open for business, but it's hardly business as usual.

Plan Now from 2020-04-16T08:00:09

Prepare for six potential rebound scenarios, today.

Act Now from 2020-04-15T08:00:08

Take command and control of distressed assets across the portfolio.

All Over GP's, All the Time with Hamilton Lane's Jim Strang from 2020-03-31T09:00:12

What's your zone of competence? Inquiring LP's want to know.

Shock Absorbers with Hamilton Lane’s Jim Strang from 2020-03-24T08:00:08

The case for a curiously resilient industry

The Bain&Company Private Equity Report in Brief from 2020-02-24T05:00:12

Get the long story short.

A Glimpse Into the Holy Grail of Data Sets from 2020-01-28T09:05:30

Deal data — truly credible, granular deal data — will change the way the PE industry works.

Market Overview: Happy New Year? from 2020-01-28T09:00:06

Get the essential data and trends of 2019 to inform your 2020 strategy.

Sales Excellence: The Marathon from 2019-12-19T09:00:01

Build a sales team that can deliver top-line returns for years to come.

Sales Excellence: The Sprint from 2019-12-17T09:00:19

Learn how to spot opportunities for top-line growth from the outside, in.

Buy-and-Build: The Dealmakers from 2019-11-22T09:00:14

Spot real synergies — not imagined ones — and create a company that's built to last.

Buy-and-Build: The Dealbreakers from 2019-11-21T09:00:21

Absent these market conditions, buyer beware.

Integrated Due Diligence: The Mousetrap from 2019-10-29T05:00:15

Spot disruptive tech, before it snaps down on your deal.

Integrated Due Diligence: The Moving Picture from 2019-10-22T05:30:04

Learn about the tools — and power tools — that can help diligence teams model every moving part of a deal.

Integrated Due Diligence: The Big Picture from 2019-10-22T05:00:13

The margin equation keeps breaking down. Piece it back together again with integrated due diligence.

An Expert's Guide to Advanced Analytics from 2019-09-16T17:01:35

Go deeper, in part two of this series on advanced analytics. We'll explore the frontiers of the field, its technological breakthroughs and breakdowns.

A Novice's Guide to Advanced Analytics from 2019-09-16T12:00

The race to the cutting edge of advanced analytics has begun. Get up to speed, fast.