Goldman Sachs Exchanges Bain Capital’s David Gross on global opportunities and private equity’s evolution
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Apr 1, 2025 David Gross, co-managing partner of Bain Capital, shares insights from his extensive career in private equity. He discusses the evolving landscape of global investments, revealing Japan's emergence as a key buyout market. Gross highlights the importance of macroeconomic analysis in making investment decisions, emphasizing tech-driven strategies for value creation. He reflects on his personal growth and overcoming biases that aided his success. With a passion for innovation in fields like robotics and life sciences, he addresses how these advancements shape investment opportunities.
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Global Macro Outlook
- The US economy is well-positioned due to significant savings, government stimulus, and a strong technology sector.
- Japan and Germany also present attractive investment opportunities.
Globalization of Private Equity
- Private equity's globalization required demonstrating its value in corporate governance and long-term focus.
- Cultural acceptance and building trust were crucial for success in new markets.
Investment Appeal of Japan
- Japan's market offers attractive value, skilled workforce, and room for improved efficiency.
- Bain Capital's hands-on approach and value creation model are well-suited to this market.