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

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

Dual Sector Expertise 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.I've also launched a weekly series of posts on LinkedIn, which you can follow  here.

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 launched a weekly series of posts on LinkedIn, which you can follow  <a href="https://www.linkedin.com/in/hugh-macarthur/" rel="nofollow" target="_blank">here</a>.

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

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 on the fundraising slowdown and how top private equity firms are learning to sell, here.I've also started a weekly series of posts on LinkedIn, which you can follow here.

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 on the fundraising slowdown and how top private equity firms are learning to sell, <a href="https://www.bain.com/insights/fund-raising-2023/" rel="nofollow" target="_blank">here</a>.I've also started a weekly series of posts on LinkedIn, which you can follow <a href="https://www.linkedin.com/in/hugh-macarthur/" rel="nofollow" target="_blank">here</a>.

Put Fundraising on the Front Burner

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, here.You can also find our latest research on the fundraising slowdown and how top private equity firms are learning to sell, here.I've also started a weekly series of posts on LinkedIn, which you can follow here.

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, <a href="https://www.bain.com/insights/stuck-in-place-private-equity-midyear-report-2023/" rel="nofollow" target="_blank">here</a>.You can also find our latest research on the fundraising slowdown and how top private equity firms are learning to sell, <a href="https://www.bain.com/insights/fund-raising-2023/" rel="nofollow" target="_blank">here</a>.I've also started a weekly series of posts on LinkedIn, which you can follow <a href="https://www.linkedin.com/in/hugh-macarthur/" rel="nofollow" target="_blank">here</a>.

Bain’s Private Equity Midyear Report 2023: Executive Summary

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 and value creation that you don’t want to miss, but Ian has always tended to go after nonobvious opportunities.“I grew up in a small town in Alaska,” he says. “One of the things that you always heard as a kid was if you go out on the frozen lake, make sure you’re not around too many of your friends. It’s actually safer to be all alone.”Today on the show, I ask Ian how he helped bring about a series of innovations in the secondaries market at Arctos, which launched a new strategy this week expanding into broader private markets. We’ll reflect on the creative transaction structures that have made secondaries more accessible and efficient.I've also started a series of weekly posts on LinkedIn, which you can follow here.

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 and value creation that you don’t want to miss, but Ian has always tended to go after nonobvious opportunities.“I grew up in a small town in Alaska,” he says. “One of the things that you always heard as a kid was if you go out on the frozen lake, make sure you’re not around too many of your friends. It’s actually safer to be all alone.”Today on the show, I ask Ian how he helped bring about a series of innovations in the secondaries market at <a href="https://www.arctospartners.com/" rel="nofollow" target="_blank">Arctos</a>, which <a href="https://www.businesswire.com/news/home/20230711038114/en/Arctos-Partners-Announces-Launch-of-New-Strategy-Arctos-Keystone" rel="nofollow" target="_blank">launched a new strategy this week</a> expanding into broader private markets. We’ll reflect on the creative transaction structures that have made secondaries more accessible and efficient.I've also started a series of weekly posts on LinkedIn, which you can follow <a href="https://www.linkedin.com/in/hugh-macarthur/" rel="nofollow" target="_blank">here</a>.

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

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

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

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

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.

Dry Powder: Live from SuperReturn

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

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

Preparing for a Post-Dollar Era

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.

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.

Macro Update: A Strange Brew

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.If you'd like to learn more about the democratization of private equity, I recommend you listen to our interviews with the CEOs of Titanbay, Moonfare and Opto Investments.I've also started a series of weekly posts on LinkedIn, which you can follow here.

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 about the democratization of private equity, I recommend you listen to our interviews with the CEOs of <a href="https://www.bain.com/insights/are-retail-investors-finally-within-reach-podcast/" rel="nofollow" target="_blank">Titanbay</a>, <a href="https://www.bain.com/insights/inside-the-race-to-retail-capital-with-moonfares-steffen-pauls-podcast/" rel="nofollow" target="_blank">Moonfare</a> and <a href="https://www.bain.com/insights/inside-the-race-to-retail-capital-with-opto-investments-mark-machin-podcast/" rel="nofollow" target="_blank">Opto Investments.</a>I've also started a series of weekly posts on LinkedIn, which you can follow <a href="https://www.linkedin.com/in/hugh-macarthur/" rel="nofollow" target="_blank">here.</a>

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

Hugh MacArthur, head of Bain &amp; Company's Global Private Equity practice, interviews leading experts on the trends and opportunities that will redefine the private equity industry.

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.If you haven’t heard our interviews with the CEOs of Moonfare and Titanbay, I highly recommend you go back and listen to those episodes as well.I've also started a series of weekly posts on LinkedIn. If you're interested in receiving those updates, follow my LinkedIn profile, here.

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 heard our interviews with the CEOs of Moonfare and Titanbay, I highly recommend you go back and listen to <a href="https://www.bain.com/insights/inside-the-race-to-retail-capital-with-moonfares-steffen-pauls-podcast/" rel="nofollow" target="_blank">those</a> <a href="https://www.bain.com/insights/are-retail-investors-finally-within-reach-podcast/" rel="nofollow" target="_blank">episodes</a> as well.I've also started a series of weekly posts on LinkedIn. If you're interested in receiving those updates, follow my LinkedIn profile, <a href="https://www.linkedin.com/in/hugh-macarthur/" rel="nofollow" target="_blank">here.</a>

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

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.If you haven't heard my interview with another early mover in this space, the CEO of Titanbay, I highly recommend you go back and listen to those episodes as well. I've also started a series of weekly posts on LinkedIn. If you're interested in receiving those updates, follow my LinkedIn profile, here.

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 in this space, the CEO of Titanbay, I highly recommend you go back and listen to <a href="https://www.bain.com/insights/are-retail-investors-finally-within-reach-podcast/" rel="nofollow" target="_blank">those episodes</a> as well. I've also started a series of weekly posts on LinkedIn. If you're interested in receiving those updates, follow my LinkedIn profile, <a href="https://www.linkedin.com/in/hugh-macarthur/" rel="nofollow" target="_blank">here.</a>

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

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

Visualize Profits With Precision, Not Platitudes

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

The Renewed Urgency of Operational Due Diligence

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/

Deal activity was on track for another record-setting year, until the wheels came off.Read the full 2023 Global Private Equity Report, below:<a href="https://www.bain.com/insights/topics/global-private-equity-report/" rel="nofollow" target="_blank">https://www.bain.com/insights/topics/global-private-equity-report/</a>

The 2023 Global Private Equity Report: Executive Summary

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

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:<a href="https://www.bain.com/insights/macro-risks-everything-everywhere-all-at-once-podcast/" rel="nofollow" target="_blank">Macro Risks: Everything, Everywhere, All at Once </a><a href="https://www.bain.com/insights/macro-risks-keep-it-simple-podcast/" rel="nofollow" target="_blank">Macro Risks: Keep It Simple</a>

Macro Update: Waiting to Exhale

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

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: <a href="https://www.bain.com/insights/for-digital-assets-private-markets-offer-the-greatest-opportunities/" rel="nofollow" target="_blank">For Digital Assets, Private Markets Offer the Greatest Opportunities</a>

Where to Invest 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?

Investors have been funding a massive build out of Web3 infrastructure, despite the turmoil over the past year.Further Reading<a href="https://www.bain.com/insights/web3-could-rewrite-user-identity-rules-tech-report-2022/" rel="nofollow" target="_blank">Web3 Could Rewrite the Rules of User Identity</a><a href="https://www.bain.com/insights/how-much-is-web3-disrupting-your-industry-snap-chart/" rel="nofollow" target="_blank">Snap Chart: How Much Is Web3 Disrupting Your Industry?</a>

Where to Begin With Web3

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.

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

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

Are Retail Investors Finally Within Reach?

Great insights and practical thoughts on how to up the game in using AA

Insightful

Hugh MacArthur is a great moderator, learn from the master and compelling guests about PE.

Great insights into the world of PE

Dry Powder: The Private Equity Podcast

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

Integrated Due Diligence: The Big Picture

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

Buy-and-Build: The Dealmakers

Absent these market conditions, buyer beware.

Buy-and-Build: The Dealbreakers

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

Integrated Due Diligence: The Mousetrap

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

Integrated Due Diligence: The Moving Picture

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

Sales Excellence: The Sprint

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

Sales Excellence: The Marathon

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

A Glimpse Into the Holy Grail of Data Sets

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

Market Overview: Happy New Year?

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

Lessons from China’s Reopening: The Macro View

Prepare for six potential rebound scenarios, today.

Plan Now

Take command and control of distressed assets across the portfolio.

Act Now

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

Don't Stop Thinking About Tomorrow

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

All Over GP's, All the Time with Hamilton Lane's Jim Strang

The case for a curiously resilient industry

Shock Absorbers with Hamilton Lane’s Jim Strang

What is this?
1 quote, 3 ideas & 1 question from a carefully curated podcast episode.
Every Monday & Wednesday.

Want a 3rd insight and episode every week? Email me at curation@owltail.com.

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