Dry Powder: The Private Equity Podcast

In part two of our infrastructure series, the Stonepeak CEO explains how he’s zeroing in on investment opportunities across the energy sector and why logistics infrastructure could see surging demand in an era of deglobalization.

We ask a pioneer of modern infrastructure how to invest across booms, busts, and technological revolutions.

Jennifer Choi, CEO of ILPA, joins us for a wide-ranging conversation on the current mood among LPs, the mainstreaming of continuation vehicles, and the accelerating race to retail capital.

A glance at the top-line numbers would suggest the industry is gaining traction, but is it?

In part two of our interview with Gryphon’s co-CEO, we discover why his $11 billion firm built a 40-person ops team—something most middle-market firms wouldn’t even contemplate.

We ask the co-CEO of Gryphon Investors how he foresaw one of the harshest cycles in the industry’s history and when he thinks it may finally break.

The question for investors is not whether AI will boom or bust, but who may be unwittingly subsidizing the buildout.

Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities.

Host Hugh MacArthur reflects on an emotionally turbulent year, the data underlying the noise, and the potential for a turnaround in 2026.

In part two of our interview series, we explore how TA hits the ground running on value creation.

How does TA find the time — and the manpower — to sift through 40,000 companies a year?

In part two of our interview series with Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs, we consider how Goldman Sachs is positioning itself for scale and just how far the industry is from truly democratizing private markets.

Kristin Olson, global head of alternatives for wealth at Goldman Sachs, explains how her team is preparing for more than 30% yearly growth in the individual investor space.

Permira’s Co-CEO reveals how a sector-embedded, operator-led value creation team drives revenue growth across their portfolio.

Permira’s Co-CEO explains how his firm has successfully scaled across Europe and the U.S. in equal measure.

In part two of our interview series, we explore how the impact lens can enhance carve-outs — from deal sourcing to execution.

A pioneer in the realm of impact investing explains how The Rise Funds have scaled over the last decade—and why they're hitting “escape velocity.”

Host Hugh MacArthur unpacks the industry's unprecedented liquidity bottleneck and what it means for LPs and GPs.

[This episode originally aired on July 12, 2023] In part two of our conversation with Ian Charles, we reflect on a career of consummate innovation in the secondaries market.

[This episode originally aired on June 22, 2023] Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing.