Alone on the Ice: A Conversation with Arctos' Ian Charles

Alone on the Ice: A Conversation with Arctos' Ian Charles

On the previous episode of Dry Powder, Ian Charles, managing partner at Arctos Sports Partners, took us inside his approach to sports investing. It was a master class in sector specialization and value creation that you don’t want to miss, but Ian has always tended to go after nonobvious opportunities.

“I grew up in a small town in Alaska,” he says. “One of the things that you always heard as a kid was if you go out on the frozen lake, make sure you’re not around too many of your friends. It’s actually safer to be all alone.”

Today on the show, I ask Ian how he helped bring about a series of innovations in the secondaries market at Arctos, which launched a new strategy this week expanding into broader private markets. We’ll reflect on the creative transaction structures that have made secondaries more accessible and efficient.

I've also started a series of weekly posts on LinkedIn, which you can follow here.

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Employee Ownership at Scale w/ KKR's Pete Stavros

Employee Ownership at Scale w/ KKR's Pete Stavros

In part two of our interview series, Pete Stavros shares how KKR has scaled employee ownership to 85 companies and 200,000 frontline workers — and why it can be a powerful performance lever when done ...

1 Heinä 17min

The Hard Truth About Operational Excellence w/ KKR's Pete Stavros

The Hard Truth About Operational Excellence w/ KKR's Pete Stavros

KKR's Co-Head of Global Private Equity and Partner reveals the rigorous, long-term discipline required to drive real operational improvements.

23 Kesä 26min

Bain's Private Equity Midyear Report 2026: Executive Summary

Bain's Private Equity Midyear Report 2026: Executive Summary

Private equity is not in a crisis — rather, it’s stuck. The issue isn’t capital; it’s confidence. Read Bain’s 2026 Midyear Private Equity Report here. Register for our live webinar here.

8 Kesä 12min

Software as a Coworker w/ Vista's Robert Smith

Software as a Coworker w/ Vista's Robert Smith

The CEO of Vista Equity Partners explains what it will take to win the “agentic revolution.”

2 Kesä 33min

Exiting Well in Tough Markets w/ Apollo’s David Sambur

Exiting Well in Tough Markets w/ Apollo’s David Sambur

In part two of our interview series, the Co-Head of Private Equity at Apollo shares how they return capital well ahead of schedule and how they’re applying “clean sheet thinking” to AI.

26 Touko 19min

Buying Well at Scale w/ Apollo’s David Sambur

Buying Well at Scale w/ Apollo’s David Sambur

We ask the Co-Head of Private Equity at Apollo how he scours “less trafficked” parts of the market and how his team spreads ideas across a disparate set of industries, from casinos to airlines to auto...

19 Touko 23min

New Normal, New Opportunities w/ Triton’s Peder Prahl

New Normal, New Opportunities w/ Triton’s Peder Prahl

In part two of our interview series, we ask the CEO of Triton how higher interest rates, constrained leverage, and rising macro uncertainty are creating fresh opportunities for disciplined  investors.

21 Huhti 14min

Buying Before the Theme w/ Triton’s Peder Prahl

Buying Before the Theme w/ Triton’s Peder Prahl

We ask the founding CEO of Triton how he invests in areas “before they become themes," and how he has built an organization that is both deeply entrepreneurial and strictly disciplined.

7 Huhti 27min

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