Alison Mast
Showing 1–6 of 6 transcripts.
- Goldman Sachs41 min
Apollo's Jim Zelter on the Future of Private Credit
Apollo Global Management, led by Jim Zelter, is strategically expanding its $970 billion asset base to finance a projected $5 trillion to $6 trillion capital expenditure surge driven by AI infrastructure and industrial reshoring. By leveraging its integrated insurance subsidiary Athene and $150 billion in recent investment-grade capital, the firm aims to dominate the $40 trillion private credit market with a focus on large-scale projects like the Intel semiconductor venture and Japanese corporate carve-outs. This approach seeks to capitalize on the shift from non-investment grade lending to massive investment-grade financing needs while maintaining disciplined risk management that prioritizes fundamental value over market noise.
- Goldman Sachs40 min
Private equity investing with Blackstone’s Joe Baratta
Joe Baratta, Alison Mast, Leslie Kendrick
Joe Baratta, the global head of private equity at Blackstone since 2012, has guided the $1 trillion asset manager through strategic pivots from value investing to high-growth sectors like software and critical infrastructure. Under his leadership, the firm pioneered the integration of its own debt capital markets and expanded into Europe prior to the Euro's introduction, while simultaneously addressing industry opportunity gaps through expanded recruitment initiatives. Baratta emphasizes strict valuation discipline and long-term relationship building to navigate macroeconomic shifts, citing artificial intelligence and energy demand as key structural drivers for future capital deployment.
- Goldman Sachs44 min
TPG CEO Jon Winkelried on the evolution of private equity and alternative markets
TPG co-president John Winkelried outlines the firm's strategic expansion to $224 billion in assets under management through the acquisition of Angelo Gordon, a move designed to re-enter private credit while addressing industry consolidation and a looming maturity wall in leveraged loans. Drawing on decades of leadership experience from Goldman Sachs and the alternative asset sector, Winkelried emphasizes the convergence of capital bases with permanent structures to navigate macroeconomic compression and generational transitions. The discussion further highlights how shifting investor preferences and the democratization of alternatives are driving a cultural shift toward treating all stakeholders with equal respect to secure long-term resilience in an increasingly complex market.
- Goldman Sachs25 min
George Roberts, Co-Chairman and Co-CEO of KKR
KKR co-founder George Roberts discusses the firm's unprecedented $18 billion deployment during the pandemic while highlighting a strategic pivot toward diversity mandates and venture philanthropy for reentry populations. Drawing on a 40-year partnership built on equal economics and shared values, Roberts emphasizes that investing success relies on interpersonal judgment and long-term adaptability rather than mere financial analysis. He further outlines KKR's ESG integration and investment philosophy, which aims to transform social enterprises into for-profit entities and encourages competitors to adopt sustainable practices for broader industry benefit.
- Goldman Sachs21 min
From “The Way Forward" Conference: Adena Friedman, President and CEO, Nasdaq
Adina Friedman outlines how capital markets and cooperative capitalism sustained the economy during the pandemic, enabling resilient IPO growth in the biotech and technology sectors while facilitating critical corporate adjustments. Goldman Sachs and market leaders have simultaneously accelerated diversity mandates and governance reforms, driven by investor pressure and social movements like Black Lives Matter to ensure boards reflect broader societal values. The crisis further transformed leadership expectations, shifting organizational cultures toward transparent, vulnerable communication to foster collective problem-solving and long-term stakeholder alignment.
- Goldman Sachs23 min
Ken Mehlman, KKR’s Global Head of Public Affairs and Co-Head of Global Impact
Ken Melman, a former National Field Director for the 2000 Bush campaign and Chairman of the Republican National Committee, led the George W. Bush re-election effort by negotiating authority that superseded senior advisors and later spearheaded a historic apology to the NAACP to address racial divisiveness. Currently directing KKR's Global Impact Fund, Melman manages a $1.3 billion investment vehicle targeting sustainable development sectors like clean water and workforce development to align financial returns with United Nations goals. He further analyzes the current populist political climate by advising candidates to prioritize engagement metrics and volatile suburban voters in key states rather than traditional fundraising totals.