What’s next for tech

In this episode, our host talks about investing in the tech space with David Humphrey, Partner in TMT Vertical and Co-Head of Bain Capital’s North American Private Equity business.

Software has been a powerful theme for Private Equity investors for much of the last decade, representing between one-quarter and one-third of total PE deployment. David Humphrey, Partner in the Technology, Media & Telecommunications Vertical and Co-Head of Bain Capital’s North American Private Equity business, shares the philosophy into investing in the tech space.

Key takeaways:

  • It’s a good time to be invested in technology today
  • The persistent growth of technology and innovation is happening
  • There’s a lot of investment opportunities in technology from the healthcare, industrial, consumer sectors and business services
  • Learn how to apply Generative AI as you look at investments today

For your convenience, full text transcript of this podcast is also available. Read the transcript.

You can also listen to this podcast on Apple and Spotify.

Presenters

Bridget Walsh
EY Global Private Equity Industry Market Leader

Podcast

Episode 61

Duration 13m 56s

In this series

Series overview
(Event List - Manual)

What’s next for tech

In this episode, our host talks about investing in the tech space with David Humphrey, Partner in TMT Vertical and Co-Head of Bain Capital’s North American Private Equity business.
Podcast

Episode 61

Duration
13m 56s

Presenters

Bridget Walsh

EY Global Private Equity Industry Market Leader

PE Pulse: five takeaways from 3Q 2023

In this episode of the NextWave Private Equity podcast, Pete Witte reviews PE deal activity, which continues to accelerate while visibility into interest rate trajectories and macro volatility recede.
Podcast

Episode 60

Duration
08m 56s

Presenters

Pete Witte

EY Global Private Equity Lead Analyst

PE Pulse: five takeaways from 1Q 2023

In this episode of the NextWave Private Equity podcast, Pete Witte explores the key themes and market dynamics from 1Q 2023 that are top of mind for PE investors.
Podcast

Episode 57

Duration
09m 38s

How the private equity secondaries market is coming of age

In this episode, Bridget Walsh, EY Global Private Equity Leader, will be discussing the role of secondaries in the private equity market with Mark Benedetti, Co-Head of Ardian US.
Podcast

Episode 56

Duration
19m 37s

PE Pulse: Five takeaways from 2Q 2022

In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2022 that are top of mind for PE investors.
Podcast

Episode 53

Duration
10m 00s

Presenters

Pete Witte

EY Global Private Equity Lead Analyst

How Brightstar balances value and values when implementing ESG

In this episode of EY NextWave Private Equity podcast, the speakers explore how operating executives can effectively communicate the value prop of ESG at the portco level.
Podcast

Episode 52

Duration
24m 00s

Presenters

Maha Eltobgy

Chief Sustainability Officer and Managing Director, Brightstar Capital Partners

How geopolitical power shifts will affect investment opportunities

In this episode of EY Next Wave Private Equity Podcast, the speakers discuss how shifts in geopolitical power will affect growth and investment opportunities.
Podcast

Episode 51

Duration
24m 00s

Presenters

Famke Krumbmüller

EY EMEIA Activation Leader, Geostrategic Business Group

What ESG means to KKR

In this episode, the speakers discuss why KKR views ESG as a business opportunity that both creates and protects value over time.
Podcast

Episode 50

Duration
24m 00s

Presenters

Elizabeth Seeger

Managing Director, Sustainable Investing, KKR