Published by Hugh MacArthur, Bain & Company
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.
Listen on Apple Podcasts18 min
In part two of our interview series with the CEO of CVC, we explore how they’re navigating one of the toughest fundraising markets in decades, their firm-wide embrace of AI and why he considers Europe one of the world’s most compelling markets for generating alpha.
26 min
CVC CEO Rob Lucas explains how climbing the world's highest mountains—from the Seven Summits to K2—has helped shape the leadership philosophy behind one of the world's leading private equity firms.
17 min
In part two of our interview series, Pete Stavros shares how KKR has scaled employee ownership to 85 companies and 200,000 frontline workers — and why it can be a powerful performance lever when done right.
26 min
KKR's Co-Head of Global Private Equity and Partner reveals the rigorous, long-term discipline required to drive real operational improvements.
12 min
Private equity is not in a crisis — rather, it’s stuck. The issue isn’t capital; it’s confidence. Read Bain’s 2026 Midyear Private Equity Report here . Register for our live webinar here .
33 min
The CEO of Vista Equity Partners explains what it will take to win the “agentic revolution.”
19 min
In part two of our interview series, the Co-Head of Private Equity at Apollo shares how they return capital well ahead of schedule and how they’re applying “clean sheet thinking” to AI.
23 min
We ask the Co-Head of Private Equity at Apollo how he scours “less trafficked” parts of the market and how his team spreads ideas across a disparate set of industries, from casinos to airlines to auto-parts.
14 min
In part two of our interview series, we ask the CEO of Triton how higher interest rates, constrained leverage, and rising macro uncertainty are creating fresh opportunities for disciplined investors.
27 min
We ask the founding CEO of Triton how he invests in areas “before they become themes," and how he has built an organization that is both deeply entrepreneurial and strictly disciplined.
15 min
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.
23 min
We ask a pioneer of modern infrastructure how to invest across booms, busts, and technological revolutions.
28 min
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.
16 min
A glance at the top-line numbers would suggest the industry is gaining traction, but is it? Read the full 2026 Global Private Equity Report, here . Register for our webinar on March 5, here .
11 min
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.
14 min
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.
13 min
The question for investors is not whether AI will boom or bust, but who may be unwittingly subsidizing the buildout.
22 min
Bain’s leading macroeconomic expert examines the cracks beneath the surface of the US market and how investors should prepare for post-globalization realities.
5 min
If you follow me on LinkedIn , you’ve probably seen some of my weekly musings on the state of the private equity industry. One post from earlier this year struck a particular nerve. Titled “It’s Time to Clean Out the PE Attic,” it began with this observation: “There’s a musty corner in every LP’s private equity portfolio—a collection of tail-end buyout funds that quietly aged past their prime.” That post went somewhat viral nearly five months ago, and the question I’d ask today is whether the attic has gotten any cleaner. Today on Dry Powder , we’ll strip away the emotions around tariffs and examine the underlying market data. I’ll also discuss whether 2026 could mark a return to exits and dealmaking at scale.
13 min
In part two of our interview series, we explore how TA hits the ground running on value creation.
Apple Podcasts rankings supplied by Mato Topic Intelligence Platform.
Observed August 5, 2026.
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