Investing in US Private Equity: Navigating Inflation & Capitalizing on Dry Powder episode artwork

EPISODE · Nov 24, 2025 · 29 MIN

Investing in US Private Equity: Navigating Inflation & Capitalizing on Dry Powder

from CapLink Group · host CapLink Group

With record levels of dry powder in the market and economic uncertainties including inflation and rising interest rates, private equity investors face both challenges and opportunities in today's environment.In this conversation from the New York Private Capital Summit, Andy Thompson, Founder and CEO of Notch Partners, speaks with Drew Schardt, Managing Director and Co-Head of Direct Equity Investments at Hamilton Lane, about navigating the current US private equity landscape.They explore sectors with the potential to deliver higher returns, discuss how geopolitical risks are shaping investment decisions, and examine the role of digital transformation in driving value creation. Essential insights for investors looking to deploy capital strategically in uncertain times.Featured: Andy Thompson - Founder and CEO, Notch Partners Drew Schardt - Managing Director, Co-Head of Direct Equity Investments, Hamilton LaneLearn more about CapLink Group events: www.caplink-group.com

With record levels of dry powder in the market and economic uncertainties including inflation and rising interest rates, private equity investors face both challenges and opportunities in today's environment.In this conversation from the New York Private Capital Summit, Andy Thompson, Founder and CEO of Notch Partners, speaks with Drew Schardt, Managing Director and Co-Head of Direct Equity Investments at Hamilton Lane, about navigating the current US private equity landscape.They explore sectors with the potential to deliver higher returns, discuss how geopolitical risks are shaping investment decisions, and examine the role of digital transformation in driving value creation. Essential insights for investors looking to deploy capital strategically in uncertain times.Featured: Andy Thompson - Founder and CEO, Notch Partners Drew Schardt - Managing Director, Co-Head of Direct Equity Investments, Hamilton LaneLearn more about CapLink Group events: www.caplink-group.com

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Investing in US Private Equity: Navigating Inflation & Capitalizing on Dry Powder

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This episode was published on November 24, 2025.

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With record levels of dry powder in the market and economic uncertainties including inflation and rising interest rates, private equity investors face both challenges and opportunities in today's environment.In this conversation from the New York...

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