logo
episode-header-image
Aug 2025
22m 5s

Private Equity’s Liquidity Wake-Up Call

HUGH MACARTHUR, BAIN & COMPANY
About this episode
Host Hugh MacArthur unpacks the industry's unprecedented liquidity bottleneck and what it means for LPs and GPs. 
Up next
Jul 1
Employee Ownership at Scale w/ KKR's Pete Stavros
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. 
17m 9s
Jun 23
The Hard Truth About Operational Excellence w/ KKR's Pete Stavros
KKR's Co-Head of Global Private Equity and Partner reveals the rigorous, long-term discipline required to drive real operational improvements. 
26m 28s
Jun 8
Bain's Private Equity Midyear Report 2026: Executive Summary
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. 
12m 58s
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
Sep 2025
Private equity’s public reckoning
With interest rates high, private equity has had a harder time finding investors … and making money. To solve this problem, the industry has found novel ways to avoid closing their funds. But time may be running out. Today on the show, Katie Martin and Rob Armstrong talk to the F ... Show More
23m 13s
Aug 2025
Private Equity in a Changing World
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ... Show More
19m 16s
Oct 2023
Public problems for private equity
<p>For years, low interest rates let private equity deliver huge returns to investors. But now rates are up, and private equity is struggling. Many PE firms are turning to financial engineering to boost results. Today on the show, we wonder how that’s going to turn out. Also we g ... Show More
16m 26s
Aug 2024
95. Private Equity Deals with Ted Seides, Host of Capital Allocators
Send us Fan Mail Today’s episode is for all of you buy side and private markets junkies. We are joined by Ted Seides, who is the host of the Capital Allocators and Private Equity Deals podcasts, soon to be thrice-published author, and expert in the Alts — the world of hedge funds ... Show More
50m 39s
May 2023
Opportunities in private equity
What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Morgan Asset Management's Global ... Show More
27m 16s
Apr 2024
A New Perspective for Credit Investors
Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More
18m 29s
Sep 2024
TIP663: The Truth About Private Equity w/ Ted Seides
On today’s episode, Clay is joined by Ted Seides to discuss his new book — Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals. Over the past 20 years, the private equity industry has gone from a cottage industry to a powerful ... Show More
59m 27s
Sep 2025
How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction
In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline ... Show More
20m 49s
Jun 2023
The hidden problem in Indian startups
<p>In today’s episode for 21st June 2023, we look at how the era of easy money in startups may have created a problem in the world of angel investing.</p> <p>Also, a quick sidenote. If you&#39;re someone who&#39;s great with communication and are enthusiastic to join our team, Di ... Show More
7m 16s