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.
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.
Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing.
We asked Bain’s leading macro expert whether the dollar’s status as a global reserve currency is really under threat.
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.
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 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 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.
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/
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:
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
Investors have been funding a massive build out of Web3 infrastructure, despite the turmoil over the past year.
Further Reading
Web3 Could Rewrite the Rules of User Identity
Snap Chart: How Much Is Web3 Disrupting Your Industry?
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