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.
Presenters
Bridget Walsh
EY Global Private Equity Industry Market LeaderPodcast
Episode 61
Duration 13m 56s
In this series
Series overviewWhat’s next for tech
Episode 61
Presenters
EY Global Private Equity Industry Market Leader
PE Pulse: five takeaways from 3Q 2023
Episode 60
Presenters
EY Global Private Equity Lead Analyst
PE Pulse: five takeaways from 1Q 2023
Episode 57
Presenters
How the private equity secondaries market is coming of age
Episode 56
Presenters
PE Pulse: Five takeaways from 2Q 2022
Episode 53
Presenters
EY Global Private Equity Lead Analyst
How Brightstar balances value and values when implementing ESG
Episode 52
Presenters
Chief Sustainability Officer and Managing Director, Brightstar Capital Partners
How geopolitical power shifts will affect investment opportunities
Episode 51
Presenters
EY EMEIA Activation Leader, Geostrategic Business Group
What ESG means to KKR
Episode 50
Presenters
Managing Director, Sustainable Investing, KKR
