Afleveringen
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2024 is shaping up to be a surprisingly robust year for private equity deal activity.
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[This series originally aired on November 21, 2019] Absent certain market conditions, buyer beware.
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Zijn er afleveringen die ontbreken?
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[This episode originally aired on March 21, 2023] As margins shrink, private equity houses are rediscovering the vital importance of operational due diligence.
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A small, but growing cohort of investors are taking mid-sized companies private and driving substantial margin improvements.
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Karen Khalaf, one of Bain's leading experts in sovereign wealth funds, explains how a little knowledge can go a long way on the fundraising trail.
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Jim Strang, chairman of HgCapital Trust, joins us for a wide-ranging conversation about the future of the private equity industry.
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We explore a fresh approach to modeling and managing risk.
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In part two of our series, Thoma Bravo’s leading enterprise software investor explains how they continue to find exit opportunities and source new deals.
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We ask Bain’s leading macro expert about the “last mile” of rate cuts in the US, and whether Europe has miles to go.
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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.
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A pioneering investor talks to us about challenging the industry’s conventions.
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We asked two of Bain’s leading experts on commercial excellence to take us to the cutting edge of investor relations.
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As inflation trends downward, should investors plan for a lower interest rate environment in 2024 — and even the possibility of deflation?
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Today on the show, I have a lively conversation with Ashby Monk, the executive director of the Stanford Research Initiative on Long Term Investing. Ashby 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.
“That means that they are optimizing for things that are not entirely evident to just the casual observer,” Ashby says.
In this episode of Dry Powder, I ask Ashby to take us inside the $140 trillion universe of long-term investing and help us understand what exactly these organizations are optimizing for.
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