Bain Capital’s David Gross on global opportunities and private equity’s evolution

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• 00:00

  Welcome to another episode of Goldman Sachs Exchanges, Great Investors.

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  I'm Allison Mas, Chairman of Investment Banking in Goldman Sachs' Global Banking & Markets,

• 00:09

  and your host for today's episode.

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  I'm thrilled to be joined by David Gross, co-managing partner of Bain Capital.

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  Bain Capital is one of the most prominent private investment firms in existence,

• 00:21

  with about $185 billion in assets under management.

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  David is a founding member of Bain Capital's Asia business,

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  and he's been the driving force behind some of the largest and most consequential private investments in Asia.

• 00:37

  I'm excited to hear David's views about the global market for private investment, so David, thank you for joining us.

• 00:44

  Great to be here.

• 00:45

  Thanks for having me, Allison.

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  So, we are picking a very interesting time to record this podcast.

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  There are real questions about the outlook for the global economy, which provides an investment firm like yours,

• 00:57

  like Bain Capital, which has a global portfolio, a unique perspective.

• 01:02

  So, before we get into that, I'd love to spend some time on your views about the macro landscape, globally,

• 01:09

  and I'll put you on the spot and ask you,

• 01:11

  are there countries or asset classes that you think are particularly well-situated or particularly at risk in this very moment?

• 01:19

  Sure.

• 01:20

  I mean, the answer is yes.

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  We continue to think a lot of sectors in the United States are going to have significant tailwinds

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