Latest Interviews
Showing 16–18 of 18 transcripts.
Clear all filters- Goldman Sachs29 min
Joe Bae, Co-CEO of KKR and Founder of The Asian American Foundation
KKR Co-CEO Joe Bae outlines the firm's expansive Asian strategy, which now accounts for a quarter of the company's business through diversified infrastructure and private credit investments targeting a millennial demographic. Amidst macroeconomic headwinds like inflation and geopolitical shifts, Bae emphasizes supply chain resiliency and a balanced energy transition while leveraging KKR's localized workforce to navigate global risks. Beyond finance, he details the establishment of the Asian American Foundation to dismantle the model minority myth and drive systemic community support through corporate advocacy and educational initiatives.
- 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.
- Goldman Sachs45 min
Stephen Pagliuca: Leadership in Business and Basketball
Steve Pelyuka leverages his background as a Duke basketball scholarship athlete turned accounting professional to co-found Bain Capital and drive its evolution from a mid-market buyout firm into a global leader emphasizing digital transformation and the "Double Impact Fund." As co-owner of the Boston Celtics since 2002, he orchestrated a championship turnaround by pioneering data analytics in player acquisition and establishing the Shamrock Foundation to generate over $1 million annually for local charities. Pelyuka also warns of impending fiscal crises driven by state-level healthcare costs while advocating for diversified investment strategies to navigate potential market instability.