Dry Powder: The Private Equity Podcast

Dry Powder: The Private Equity Podcast

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The AI Tailwind Nobody Expected w/ Brookfield’s Anuj Ranjan

In the second part of our conversation, we ask the CEO of Brookfield’s Private Equity Group why the world may be underestimating the demand for power and computing capacity—and which industrial businesses are already benefiting. 

The AI Opportunity in 'Boring' Businesses w/ Brookfield’s Anuj Ranjan

The CEO of Brookfield's Private Equity Group shares why some of the most exciting AI opportunities may be hiding in industrial businesses that still barely use Excel. 

The Infrastructure Opportunities Hiding in Plain Sight w/ NOVA Infrastructure’s Allison Kingsley and Chris Beall

We ask the co-founders of NOVA Infrastructure about the investment opportunities flying beneath the radar of large infrastructure investors, and the value that can be created by professionalizing smaller businesses. 

Building the New Economy w/ Ares' Kipp deVeer

In part two of our interview series, Ares Co-President Kipp deVeer explains where the firm sees the strongest opportunities in the “new economy," and why it’s moving from financing data centers to building them.