Private Equity Myths vs Reality: Jobs, Housing and 401(k)s | Will Dunham American Investment Council

Will Dunham, President and CEO of the American Investment Council, joins Fund Shack to unpack one of the most misunderstood debates in modern finance: the real economic impact of private equity and private credit in the United States.

We explore how private capital supports 13 million American jobs, why online narratives around housing and healthcare often diverge from the data, and how private equity is funding manufacturing reshoring, AI infrastructure and national security. We also examine the policy shift opening 401(k) retirement plans to alternative investments, the controversy around private credit and systemic risk, and the broader question of whether private capital remains aligned with everyday Americans.

Topics include:

🔹private equity in US housing

🔹build-to-rent supply

🔹rent-to-own models 🔹healthcare access and innovation

🔹 the growth of private credit

🔹Federal Reserve research on systemic risk

🔹the shrinking US public markets

🔹pension fund returns

🔹the diversification challenge for retirement savers

🔹the SEC private fund adviser rule

🔹the political dynamics shaping private capital's licence to operate.

For investors, advisers, policymakers and allocators seeking a clear view of how private markets actually function on Main Street, this episode offers grounded analysis rather than headlines.

🔹🔹🔹🔹🔹🔹Thank you to our episode partnerBrookfield’s Private Equity Group: A Global leader in acquiring and driving operational transformation in industrials and essential business services.For more information, visit: www.brookfield.com/it-takes-industry🔹🔹🔹🔹🔹🔹💼 Learn more at: Will Dunham President and Chief Executive Officer🌐 www.investmentcouncil.orgCONNECT on LinkedIn www.linkedin.com/in/dunhamwill/ Ross ButlerFounder and Host Fund Shack 🌐 www.fund-shack.comCONNECT on LinkedIn www.linkedin.com/in/rossbutler1/🔹🔹🔹🔹🔹🔹📘 Pre-order Ross Butler’s book 👉 Invest Like a Barbarian: Share in the spoils of the Private Markets revolution ♾️ http://q-r.to/Invest-Like-A-Barbarian#investlikeabarbarian 🔹🔹🔹🔹🔹🔹Fund Shack is the private equity podcast with in-depth conversations with investors, founders, and thought leaders shaping the future of private markets.🔗 More episodes www.fund-shack.com 📩 Subscribe to our Substack: https://privateequitypodcastfundshack.substack.com/Suggest a guest: katie@linearB.media🔹🔹🔹🔹🔹🔹