Latest Interviews
Showing 1–3 of 3 transcripts.
Clear all filters- Goldman Sachs47 min
Wellington’s Jean Hynes on the Art of Investing and Finding New Markets
Gene Hines, who recently celebrated 35 years at Wellington Management, reflects on leading the firm's transformation from a 300-person value equity specialist into a $1.3 trillion global powerhouse while managing over $50 billion in alternative assets. Drawing on decades of biotechnology investing and crisis management lessons, she highlights the firm's strategic evolution through globalization, private partnership governance, and a pioneering integration of artificial intelligence to enhance decision-making. As one of only five female CEOs among the world's largest asset managers, Hines attributes the firm's enduring success to diverse leadership perspectives and a disciplined focus on long-term stewardship over short-term market regimes.
- Goldman Sachs54 min
KKR's Henry Kravis on private equity, culture, and global markets
In an October 2023 interview, KKR co-founder Henry Kravis outlines the firm's evolution from a $120,000 startup to a $520 billion alternative investment manager while detailing its transition to a co-CEO leadership model under Joe Bae and Scott Nuttall. The discussion highlights KKR's distinct value creation philosophy that aligns management and shareholder interests through owner-operator capital requirements, alongside a strategic "lean in" approach to market downturns focused on operational efficiency. Kravis further addresses the firm's broader macroeconomic outlook regarding sustained inflation and geopolitical risks, while emphasizing its internal "Ownership Works" culture and philanthropic commitment to education and social mobility.
- Milken Institute58 min
Global Capital Markets 2019
Alison Mass, Mark Attanasio, Elif Bilgi Zapparoli, Sir Michael Hintze, Mark Machin, Joseph Naggar
A panel of financial experts analyzes how geopolitical populism driven by intergenerational debt disparities creates policy vacuums that favor China's expanding market share and capital inflows. Experts identify rising structural risks in credit markets, including declining covenant protections and demographic headwinds, while debating the shifting landscape of public-to-private capital migration and the distortion of valuation logic by passive investing. The discussion concludes with specific strategic recommendations, favoring distressed debt and private equity for the short to medium term, alongside warnings about US dollar strength and potential pandemic impacts on global GDP.