Jonathan Coslet
Showing 1–2 of 2 transcripts.
- Milken Institute59 min
Common Sense from Uncommon Investors
Michael Milken, Jonathan Coslet, John Danhakl, Mitchell Julis, Brian Sheth, Steven Tananbaum, Mike Milken
Industry leaders from Leonard Green & Partners, Canyon Partners, Vista Equity Partners, GoldenTree Asset Management, and TPG convened to discuss evolving strategies in private equity, corporate debt, and technology investing. These executives detailed critical shifts in their operational frameworks, ranging from Canyon's resistance to AI in bespoke financial structuring to Vista's data-driven talent acquisition and GoldenTree's transformation of CLOs into fund structures. The dialogue further examined the necessity of aligning investor and management interests through diverse ownership models and the strategic preference for absolute value over relative metrics in a shifting macroeconomic environment.
- Milken Institute1h 1m
Is There Mojo in M&A?
Robert Rankin, Jonathan Coslet, DA, Ray, Steven, Nick, Rosie Greer
A resurgence in global M&A volumes, projected to reach $3.5 trillion this year, is driven by robust financing liquidity and a strategic shift by corporate boards from balance sheet repair to growth-focused acquisitions. While Private Equity participation remains normalized at 5% of total volume, heavy consolidation is occurring in pharmaceuticals, banking, and real estate sectors as firms navigate regulatory constraints and activist investor pressures. This market activity is further shaped by a bifurcated cost of capital that favors investment-grade borrowers and small private credit funds, forcing large deals to rely on alternative capital structures.