logo
episode-header-image
Aug 19
22m 5s

Private Equity’s Liquidity Wake-Up Call

HUGH MACARTHUR, BAIN & COMPANY
About this episode

On June 23, I joined the Capital Allocators podcast to discuss some of the pressing challenges facing the private equity industry today, with a particular focus on the ongoing liquidity crisis. This is an unprecedented and, I would argue, an underappreciated problem for the industry. We should be talking about it more, and that’s why we’re sharing this excerpt with you today. 

I’d like to thank the host of Capital Allocators, Ted Seides, for the opportunity to dive deeper into the data on exits and fundraising and also to explore some of the tools the industry might use to navigate this impasse. You can also listen to our full conversation on the Capital Allocators podcast here.

.

Up next
Sep 30
Scaling Across the Pond w/ Permira’s Dipan Patel
Permira’s Co-CEO explains how his firm has successfully scaled across Europe and the U.S. in equal measure. 
18m 35s
Sep 16
Competitive Advantages and Carve-Outs w/ TPG’s Steve Ellis
In part two of our interview series, we explore how the impact lens can enhance carve-outs — from deal sourcing to execution. 
15m 14s
Sep 2
When Impact Investing Reaches Critical Mass w/ TPG’s Steve Ellis
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.” 
18m 28s
Recommended Episodes
Aug 2022
Welcome to Private Equity Deals with Capital Allocators
Hello, I’m Ted Seides, the host of the Capital Allocators podcast, and it’s my pleasure to bring you Private Equity Deals. This show dives into deals in the private markets through conversations with private equity managers. Much like Capital Allocators, we’ll share conversations ... Show More
53s
Feb 2025
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY]
Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked ... Show More
43m 56s
Aug 24
Private Equity in a Changing World
Investing in private markets has the potential to create long-term value in portfolios. But how can qualified and professional investors navigate the current marketplace? What does the private equity market look like today? Which factors are driving potential opportunities? And w ... Show More
19m 16s
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1 h
Jun 2025
INDUSTRY S3E1 | IPOs, VCs and Founders Cashing Out, ESG and More!
Send us a textIn this episode we delve into the intricate world of finance depicted in the Season 3 premiere, "Il Mattino Ha L’Oro in Bocca" breaking down the complexities behind the IPO process, how pricing works and setting "price talk", the IPO discount and more. We also touch ... Show More
2h 23m
Aug 26
177. The Potential Financial Crisis No One is Talking About: Repocalypse 2.0?
Send us a textIn this episode of The Wall Street Skinny, Jen unpacks an overlooked risk brewing beneath the surface of financial markets. Why did Jerome Powell, head of the Fed, deliver such a surprisingly “dovish” speech at Jackson Hole? Jen suggests it may be because he sees th ... Show More
44m 26s
Sep 17
SPI 891: What's Working as a Paid Speaker Right Now
#891 I went from a terrified first-time speaker in 2011 to standing on over 350 stages. I've also earned more than half a million dollars in speaking fees and had priceless networking opportunities at these events. With live talks being more lucrative than ever in 2025, how do yo ... Show More
39m 45s
May 2025
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
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 bus ... Show More
51m 6s
Apr 2025
Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58]
My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the ... Show More
1h 10m
Apr 2023
How hard was it to raise venture capital in Q1?
Alex filled in for Natasha as host this week, and to celebrate the end of Q1 2023 and the start of another earnings cycle, we invited PitchBook Senior Analyst Kyle Stanford onto the show. Stanford and his company are key providers of data concerning the domestic and global ventur ... Show More
29m 26s