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- Dry Powder: The Private Equity Podcast
11 episodes
Dry Powder: The Private Equity Podcast
by Hugh MacArthur, Bain & Company · English
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.
Latest episodes
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When Fund Selection Is No Longer Enough w/ HarbourVest’s John Toomey
HarborVest CEO John Toomey discusses how private equity investing is evolving beyond fund selection toward portfolio construction, liquidity management, and “next great unbundling” of analytics; he…
10 Nov 2026 · 27m · 10 chaptersRelationships First w/ Inflexion’s Flor Kassai
Flor Kassai, managing partner and head of buyout at Inflection (European mid-market PE firm), explains why Inflection prioritizes “class A” management teams, long relationship-building before…
3 Nov 2026 · 22m · 11 chaptersThe AI Tailwind Nobody Expected w/ Brookfield’s Anuj Ranjan
Brookfield’s view of how AI demand is reshaping the “physical economy,” creating investment opportunities beyond data centers—plus themes in supply-chain reshoring, private equity fundraising, and…
27 Oct 2026 · 19m · 8 chaptersThe AI Opportunity in 'Boring' Businesses w/ Brookfield’s Anuj Ranjan
Brookfield CEO Anuj Ranjan explains why “boring” heavy, under-digitized industrial businesses are prime AI opportunities, arguing the real bottleneck is enterprise-scale deployment, not AI technology.
20 Oct 2026 · 21m · 8 chaptersThe Infrastructure Opportunities Hiding in Plain Sight w/ NOVA Infrastructure’s Allison Kingsley and Chris Beall
NOVA Infrastructure’s value-add strategy in middle-market infrastructure, arguing that under-institutionalized, underdeveloped businesses create “infrastructure opportunities hiding in plain sight,”…
6 Oct 2026 · 21m · 7 chaptersBuilding the New Economy w/ Ares' Kipp deVeer
Ares co-president Kipp deVeer explains how private credit and real estate should be positioned for the “new economy,” emphasizing scale, defensive industry selection, and targeted real estate bets…
16 Sep 2026 · 11m · 4 chaptersLooking Beneath the Private Credit Headlines w/ Ares' Kipp deVeer
Kipp deVeer (Ares Management) discusses private credit beyond negative headlines, arguing markets remain fundamentally healthy; explains how Ares uses scale and industry expertise to generate…
9 Sep 2026 · 18m · 6 chaptersWhere AI Is (and Isn’t) Creating Value
Where AI is creating value in private equity today—and where it isn’t yet—plus how leading GPs are moving from experimentation to scaled, reliable impact.
1 Sep 2026 · 19m · 9 chaptersExits, AI and Asking 'What’s Next?' w/ Advent International's John Maldonado
Advent International’s approach to longer holding periods, tougher exits, liquidity, LP alignment, and using AI for value creation and internal investment committee processes.
18 Aug 2026 · 16m · 10 chaptersPond Skipping w/ Advent International's John Maldonado
Advent International’s “pond skipping” approach to global private equity—how it combines sector specialization at scale with cross-region execution to pursue breakout returns (3+ times money) via…
11 Aug 2026 · 19m · 9 chaptersLooking Over the Horizon w/ CVC's Rob Lucas
CVC CEO Rob Lucas discusses the future of private equity, how CVC is navigating a difficult buyout fundraising market, why trust and performance drive the LPGP model, Europe’s buyout opportunity set,…
29 Jul 2026 · 19m · 8 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy