
Dry Powder: The Private Equity Podcast
165 episodes — Page 3 of 4
Ep 64The 2023 Global Private Equity Report: Executive Summary
Deal activity was on track for another record-setting year, until the wheels came off.Read the full 2023 Global Private Equity Report, below:https://www.bain.com/insights/topics/global-private-equity-report/
Ep 63Macro 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.Today on Dry Powder, Karen Harris, managing director of Bain's Macro Trends Group, shares her key insights from Davos and how private equity investors are dealing with the emergent risks and opportunities of a multipolar world.Listen to her previous appearances on Dry Powder, below:Macro Risks: Everything, Everywhere, All at Once Macro Risks: Keep It Simple
Ep 62Where 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. Further Reading: For Digital Assets, Private Markets Offer the Greatest Opportunities
Ep 61Where to Begin With Web3
Investors have been funding a massive build out of Web3 infrastructure, despite the turmoil over the past year.Further ReadingWeb3 Could Rewrite the Rules of User IdentitySnap Chart: How Much Is Web3 Disrupting Your Industry?
Ep 60The 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 can lower those barriers to entry.
Ep 59Are 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.
Ep 58An Enduring Strategy for Just About Any Time
Hg’s Matthew Brockman describes the technological trends that could reshape the workplace for decades to come.
Ep 57A Resilient Strategy for Uncertain Times
Hg’s Matthew Brockman explains how sector specialization can deliver surprisingly stable returns.
Ep 56How 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.
Ep 55How 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.Further ReadingClosing the ESG Measurement Gap in Private EquityDecarbonization: How Private Equity Can Make It WorkPrivate Equity Investors Debate the Best Path Forward on ESGBusinesses Urge SEC to Consider Mergers in Climate-Disclosure Rule
Ep 54Macro Risks: Keep It Simple
Home in on the mission critical risks to your portfolio and don’t sweat the details.
Ep 53Macro 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.
Ep 52Is It the Worst of Times?
In Bain’s 2022 Midyear Private Equity Report, we help you plan for scenarios, not certainty.Read the full report here: https://www.bain.com/insights/shifting-gears-private-equity-report-midyear-2022/
Ep 51Tech Due Diligence: From Here On Out
The field is evolving fast. Here’s how investors can stay ahead.
Ep 50Tech Due Diligence: From Bits and Bytes to Dollars and Cents
Translate technical jargon into actionable recommendations.Learn more about Bain's Tech Insights Group here: https://www.bain.com/industry-expertise/private-equity/tech-due-diligence/
Ep 49Tech 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.Learn more about Bain's Tech Insights Group here: https://www.bain.com/industry-expertise/private-equity/tech-due-diligence/
Ep 48ESG at the Tipping Point: From Measurement to Management
Discover how leading private equity firms are making their ESG agendas more measurable and ultimately more manageable.
Ep 47ESG at the Tipping Point: From Awareness to Action
ESG awareness has gone global. Learn how leading private equity firms are now springing into action.
Ep 46The 2022 Global Private Equity Report: Three Essential Trends
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: bain.com/privateequityreport
Ep 45The 2022 Global Private Equity Report: Market Overview
By just about any measure, private equity set a remarkable new standard during 2021.Read the full report here: bain.com/privateequityreport
Ep 44Stay Ahead of Rising Prices
Track inflationary pressures across the portfolio and help management teams combat shared threats together.
Ep 43Get Ahead of Rising Prices
Private equity firms must look beyond their cost cutting playbook and develop a pricing strategy that can weather an inflationary storm.
Ep 42When Investors Eat the World of Fintech
You can’t be good at everything in such a vast and competitive deal space, but you can focus.
Ep 41When Software Eats the World of Finance
The worlds of fintech and financial services are merging into one.
Bonus: Inside Bain's DEI Journey
bonusThere are no shortcuts, but there are breakthroughs.
Ep 40Could Private Equity Accelerate DEI?
An industry that has historically lagged on diversity may be poised to take the lead.
Ep 39The Midyear Private Equity Report in Brief
The industry has not only bounced back, it has tripled in size.Read the full report here: Private Equity’s Wild First-Half Ride
Ep 38From Analytics to Advanced Analytics: A Conversation with Hg’s Nic Humphries
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.”
Ep 37From Generalist to Sector Specialist: A Conversation with Hg’s Nic Humphries
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.
Ep 36The Missing Link to Mission Critical Talent
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-private-equity-report-2021/
Ep 35Healthcare as National Defense
We consider a conceptual shift that has enormous implications for how the public and private sectors work together.
Ep 34Healthcare Heroics
We take stock of a remarkable year of changes to the healthcare sector, fueled by innumerable acts of “healthcare heroism.”
Ep 33Is the Classic Buyout Model Still Working?
We consider a critical question from this year’s Global Private Equity Report. Read the full report here.
Ep 32Market Overview: Is the Rollercoaster Ride Over?
We consider the rebound from a remarkably strange year.
Ep 31The 2020 Tech Report: Get on the Right Side of Creative Destruction
As close as we’ll ever get to a unified theory of tech investing.
Ep 30The 2020 Tech Report: Get Your Head in the Clouds
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 sales and other tools to increase resilience and accelerate growth.Read the full 2020 tech report here: https://www.bain.com/insights/topics/technology-report/
Ep 29The 2020 Tech Report: Get Used to High Multiples
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 sales and other tools to increase resilience and accelerate growth.Read the full 2020 tech report here: https://www.bain.com/insights/topics/technology-report/
Ep 28ESG Done Continuously with Bain’s Jenny Davis-Peccoud
Isolate the ESG indicators that really matter to your portfolio.
Ep 27ESG Done Wholeheartedly with CVC’s Jean-Rémy Roussel
Use ESG to energize the entire workforce, from the C-suite to the frontline.
Ep 26ESG Done Right with CVC’s Jean-Rémy Roussel
Embed ESG in a value creation plan and the rest will come naturally.
Ep 25Faster, Better, Cheaper...and Greener?
Green technology is changing the calculus of investing.
Ep 24The Midyear Private Equity Report in Brief
Covid-19 has forced the industry to contend with these three trends.
Ep 23The Digital Question
Between video calls and advanced analytics, just how much of the deal pipeline can go digital?
Ep 22The $2.5 Trillion Question
Dry powder is at a record high, but how will it be put to work?
Ep 21Healthcare and Covid-19: The Aftershocks
How can investors gain a foothold, even as the ground shifts beneath their feet?
Ep 20Healthcare and Covid-19: The Earthquake
Could the service models emerging today alter the course of healthcare permanently?
Ep 19Lessons from China’s Reopening: The Micro View
What are the risks and rewards of investing after a lockdown?
Ep 18Lessons from China’s Reopening: The Macro View
China is open for business, but it's hardly business as usual.
Ep 17Plan Now
Prepare for six potential rebound scenarios, today.
Ep 16Act Now
Take command and control of distressed assets across the portfolio.