
Hosted by Hugh MacArthur, Bain & Company · EN

Infrastructure deals are evolving, and private capital could play a pivotal role in the space.

Today on Dry Powder, we’re sharing a live recording from this year’s NEXUS conference in Orlando, Florida. My guest is Brian Bernasek, Co-Head of Americas Corporate Private Equity at Carlyle. We had a wide-ranging discussion about his market outlook for 2025, how he thinks about sector expertise at scale, the rising cost of alpha, and, of course, AI. Our conversation touches on many of the key themes in Bain’s Global Private Equity Report, which we've linked to below, but Brian is one of those rare investors who can actually bring these themes to life. Read Bain's 2025 Global Private Equity Report, here.

We cover three overarching themes from this year’s report, including clear evidence of an industry recovery, continuing challenges for GP’s, and strategies for winning the future.Register for our Global Private Equity Report 2025 Webinar on March 13, here.Read the full 2025 Global Private Equity Report, here.

We asked the managing director of Insight Partners how they invest across venture capital, growth equities and buyouts.Register for our Global Private Equity Report 2025 Webinar on March 13, here.