Alone on the Ice: A Conversation with Arctos' Ian Charles
Dry Powder: The Private Equity Podcast
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How to Drive Innovation and Harvest Repeatable Alpha Around the Industrialized Complex
Hugh McArthur: There is this industrialized complex that takes these kind of plain vanilla situations, an LP needs liquidity, a GP wants to monetize this asset. They wrap them up in a pretty book, they run a process, the process gets bid out and then it gets consumed. But can you find situations where that industrialized complex is not well served to solve the problem? Can you find a common thread that is a new opportunity, an unmet need, an issue, a constraint,. And through pattern recognition or theme slicing, get in front of enough people that are thinking through that next most important thing. That's what I want people to think of when they hear the word artist.
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