Dry Powder: The Private Equity Podcast

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

Jul 12, 2023

14:29

Creator website

Episode guests

Ian Charles

AI Summary

Highlights

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Exploring non-obvious ideas and going off the beaten path can lead to valuable innovations and opportunities.

The secondary market in alternatives requires constant innovation and creating bespoke solutions to stay ahead of the competition.

Deep dives

The value of going off the beaten path

Ian Charles emphasizes the importance of exploring non-obvious ideas and going off the beaten path. He believes that being alone in exploring areas that others haven't trampled over can lead to valuable innovations and opportunities. He shares examples from his career, such as starting Cogen Partners despite skepticism, and emphasizes the importance of curiosity and courage in pursuing unique ideas.

Building a Thought Partner Process for Decision Makers

02:00

Introduction

3min

How to Win Over Skeptics When Innovating

3min

The Evolution of the Secondaries Market

3min

How to Drive Innovation and Harvest Repeatable Alpha Around the Industrialized Complex

5min

On the previous episode of Dry Powder, Ian Charles, managing partner at Arctos Sports Partners, took us inside his approach to sports investing. It was a master class in sector specialization and value creation that you don’t want to miss, but Ian has always tended to go after nonobvious opportunities.

“I grew up in a small town in Alaska,” he says. “One of the things that you always heard as a kid was if you go out on the frozen lake, make sure you’re not around too many of your friends. It’s actually safer to be all alone.”

Today on the show, I ask Ian how he helped bring about a series of innovations in the secondaries market at Arctos, which launched a new strategy this week expanding into broader private markets. We’ll reflect on the creative transaction structures that have made secondaries more accessible and efficient.

I've also started a series of weekly posts on LinkedIn, which you can follow here.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Dry Powder: The Private Equity Podcast

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

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The value of going off the beaten path

Innovation in the secondary market

The process of innovation and staying ahead

Building a Thought Partner Process for Decision Makers

Remember Everything You Learn from Podcasts