Jim Coulter
Showing 1–2 of 2 transcripts.
- Milken Institute21 min
Building Markets of Tomorrow | Middle East and Africa Summit 2024
Jim outlines a paradigm shift where investment success depends on selecting differentiated business models with long-term tailwinds rather than relying on broad public indexing or predicting short-term economic transitions. As private markets expand to house 32,000 companies and capital flows converge with intellectual assets in regions like the GCC, the strategy must address evolving risks from interest rate volatility to the $120–150 trillion opportunity within the global energy transition. This approach emphasizes that future returns are determined by where investors begin and end, particularly as sovereign debt cycles and fragmentation drive a fundamental restructuring of global capital allocation.
- Milken Institute58 min
Private Equity: Rotation and Valuation
Robert Smith, Steve Schwarzman, Jonathan Nelson, Jim Coulter, Leon Black, Maria
Leading private equity executives including Steve Schwarzman, Leon Black, and Jim Coulter discuss the industry's evolution from traditional buyouts to a diversified alternative asset class driven by post-2008 regulatory shifts and public market passive flows. Despite valuations at historic highs and rising interest rates compressing returns, panelists identify specific alpha opportunities in distressed energy credit, cybersecurity, and healthcare innovation while capitalizing on the exit of banks from proprietary trading. The sector is strategically bifurcating between large generalists managing sovereign capital and specialists focusing on deep vertical transformations to navigate a market shifting from passive macro bets to active operational value creation.