Dry Powder: The Private Equity Podcast cover image

Alone on the Ice: A Conversation with Arctos' Ian Charles

Dry Powder: The Private Equity Podcast

00:00

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.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Get the app