Jonathan Coslet

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.