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.
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Hugh MacArthur Podcasts
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Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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The Barton Partnership's Spotlight On podcast brings together global executives, entrepreneurs and experts, sharing inspiring stories and shining a light on some of the most pressing issues facing businesses today.
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Hugh MacArthur – Private Equity’s Challenges and Opportunities (EP.453)
1:08:33
1:08:33
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Hugh MacArthur is the Chairman of Bain & Company’s Global Private Equity Practice, which he helped found more than thirty years ago. Hugh’s consulting team works on around 5,000 investment opportunities every year and comprises the largest practice area at Bain. He also hosts the “Dry Powder” podcast, my favorite in the private equity space. Our co…
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Eighteen years ago, I made a bet with Warren Buffett that pitted hedge funds against the S&P 500. The bet took on a life of its own, and I benefited from it far differently than I imagined at its inception. Almost two decades later, I have an idea for another bet with similar intrigue. Read WTT: A New Twist on an Old Bet with Buffett…
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[This episode originally aired on March 1, 2021] We consider a critical question from Bain & Company's Global Private Equity Report.By Bain & Company
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Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
1:10:12
1:10:12
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Michael Ovitz is the legendary co-founder of Creative Artists Agency, where he transformed Hollywood’s talent business and built the most powerful force in entertainment. In his time at CAA, Michael shaped the trajectories of artists, filmmakers, and companies, including actors Tom Cruise, Kevin Costner, Bill Murray, Sylvester Stallone, and Barbra …
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[REPLAY] Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
53:58
53:58
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Ali Hamed is the Founder of CoVenture a $2 billion investor across the capital stack of technology start-ups reinventing the economy of the future. Ali first appeared on the show three years ago when CoVenture’s assets were around $100 million. That conversation is replayed in the feed. Our second conversation starts with an update on CoVenture’s g…
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[REPLAY] Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
1:02:57
1:02:57
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Ali Hamed is the co-founder of CoVenture and Managing Partner of the CoVenture VC Fund. CoVenture is an innovative company that identifies and invests in novel assets formed by the intersection of technology and finance. The firm manages an early stage venture capital fund, direct lending fund, and crypto asset index fund, with each taking a creati…
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Spotlight On with Carl Evander, Partner & Global Head of Private Equity at OC&C Strategy Consultants
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36:19
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In this episode of Spotlight On, TBP's Founder, Nicholas Barton, sits down with Carl Evander, OC&C's Global Head of Private Equity, who offers an insider's view off the back of a trip to Superreturn Berlin. Carl discusses how private equity is navigating today's tough economic climate, including rising interest rates and tech disruption. Carl visit…
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Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
57:55
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Today’s episode brings together four of my oldest friends in the allocator business for the third time for an unscripted conversation on markets, portfolios, and life. My guests are Brett Barth of BBR Partners, Meredith Jenkins of Trinity Wall Street, Jon Harris of AIM, and Casey Whalen of Lazard Wealth. Over two decades, our dinner crew has shared…
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Gen AI in Private Equity: Game Changer or Work in Progress?
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On April 24, I joined the Spotlight On podcast for a conversation about the future of private equity. Naturally, we talked about the game-changing promise of generative AI, but I also sounded a note of caution. While we’ve seen remarkable enthusiasm and activity in deal sourcing operations and portfolio management, what we haven’t yet seen is the …
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Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
53:55
53:55
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Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019. During the last six years, he oversaw fifty acquisitions of …
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Josh Koplewicz – Flexible Capital and Creative Structures at Thayer Street (EP.451)
55:42
55:42
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Josh Koplewicz is the Managing Partner of Thayer Street Partners, a boutique private equity firm he founded in 2012 that provides flexible growth capital to lower middle market companies in financial and business services. Our conversation traces Josh’s journey from his early fascination with business and real estate to building Thayer Street into …
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Bain’s 2025 Midyear Private Equity Report: Executive Summary
15:21
15:21
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Amid a turbulent year, is the industry poised for more of the same or a sudden turnaround? Read Bain's 2025 Midyear Private Equity Report here. Register for Bain's Private Equity Midyear Report 2025 Webinar on July 16 here.By Bain & Company
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David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
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41:38
David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental in helping manage its rapid growth. Robert Smith, Vista’s founder, was a past guest on the s…
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[REPLAY] Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
58:33
58:33
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Robert F. Smith is the Founder, Chairman and CEO, Vista Equity Partners. Vista is a private investment firm that focuses entirely on enterprise software companies and manages $75 billion in assets across private equity, permanent capital, credit and public vehicles. Taken together, Vista’s current portfolio companies are about 70 in number and hous…
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Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
40:08
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Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed. Our conversation covers Ares’ credit-centric approac…
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[REPLAY] Kipp deVeer – The World of Private Credit at Ares (EP.329)
1:05:55
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Kipp deVeer is a Director and Partner of Ares Management, the $30 billon market cap public company (ARES) that manages $360 billion in assets, including $250 billion in credit. Kipp joined Ares twenty years ago and serves as the Head of Ares Credit Group, CEO of the public BDC Ares Capital Corporation (ARCC), and a member of the Executive Managemen…
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Jon Madorsky – Navigating the Evolution of Private Equity Secondaries (EP.448)
56:53
56:53
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Jon Madorsky is Managing Partner and Co-Portfolio manager of the secondaries strategy at RCP Advisors, one of the largest managers focused exclusively on North American lower middle market buyouts. Jon joined the firm 21 years ago and has participated in the growth of the secondaries business from its earliest stages. His partner, Alex Abell, joine…
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[REPLAY] Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
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Alex Abell is a Managing Partner at RCP Advisors, which at $14 billion of committed capital, is one of the largest firms focused exclusively on lower-middle market buyouts. Alex has spent twenty-three years in the business, starting on the LP side, building Atlas Diligence – a research and advisory platform focused on advanced analytics, and then m…
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Spotlight On with Bridget Walsh, Global Head of Private Equity at EY
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24:43
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24:43
In this episode of Spotlight On, we sit down with Bridget Walsh, EY's Global Head of Private Equity (PE), who takes us through PE's remarkable journey, drawing on her vast experience leading PE professionals across 45 countries. Bridget reveals insights about the current state of private equity, highlighting that 78% of firms are holding assets bey…
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A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma
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[This episode originally aired on December 7, 2023] 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 i…
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Kristin Kallergis Rowland – Alts at J.P. Morgan’s Private Bank (Private Wealth 4, EP.447)
50:18
50:18
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Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan’s $3 trillion private bank. The Private Bank’s investment approach resembles that of many institutions, with centralized research, manage…
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WTT: The Hardest Day to Invest is Always Today
5:22
5:22
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In offering a rare take on the current market, I come back to one of my investment truths: the hardest day to invest is always today. Allocators can register for our next cohort of Capital Allocators University here, July 7th in New York City. Read Ted’s blog here.
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Eric Mogelof – KKR’s Pivot to Private Wealth (Private Wealth 3, EP.446)
47:14
47:14
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Eric Mogelof is the head of Global Client Solutions at KKR, one of the world’s leading alternative asset firms with roots in private equity dating back to 1976. KKR currently manages $640 billion in assets, across approximately $250 billion in credit, $200 billion in private equity, and $160 billion in real assets. The firm’s objective in private w…
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James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
57:15
57:15
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James Clarke is the Global Head of Institutional Capital at Blue Owl, a leading public alternative asset manager with $270 billion in assets under management. James joined Doug Ostrover and Mark Lipschultz shortly after the firm’s launch and has been instrumental in its explosive growth over the last eight years. Doug was a past guest on the show, …
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[REPLAY] Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
57:42
57:42
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Doug Ostrover is the Co-Founder and CEO of Blue Owl Capital, a public company borne out of a merger combining Owl Rock Capital and Dyal Capital. Doug is also the CEO and Co-CIO of Owl Rock Capital Partners, a direct lender to middle-market companies that he co-founded in 2016 and today manages $30 billion in permanent capital assets. The combined B…
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Navigating the Evolution of Private Equity: An Interview with Hugh MacArthur
25:11
25:11
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25:11
This past December, I joined the M&A Science Podcast for a wide ranging interview about my 30 year career at Bain and the evolution of the private equity industry. My host did a superb job of walking us through the pivotal moments when the industry was forced to reinvent itself. In this current moment of uncertainty, the interview serves as a tim…
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John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
54:40
54:40
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54:40
John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world’s largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly 230 teams and 661 financial advisors. Our conversation explores how the largest wirehouse empowers its…
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Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
51:06
51:06
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51:06
Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building businesses in fintech and asset management, and investing across the priv…
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The Rise and Rise of the Secondary Market w/ Lexington Partners’ Wilson Warren
26:07
26:07
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A 30-year veteran shares why the secondary market’s growth continues to surprise him.By Bain & Company
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