Episode 69
69: PE, Private Credit and $160 Billion in Multi-Assets - A Conversation with Jonathan Lavine, Co-Managing Partner at Bain Capital
July 14, 202250m 45s
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Show Notes
Today, Bain Capital is one of the world’s largest private multi-asset investing firms. In this conversation we have the opportunity to explore their investment approach and dig down into the important factors in private credit and special situations.
Jonathan dissects why he believes investing is not a game of predictions, and elaborates on the importance of “pricing risk versus understanding uncertainty”.
He talks about the example of investing in Virgin Australia and analyses their wider approach to the capital structure of a firm. He also explains how they are organised, the value of the partnership, and why top-down overvaluation of a market like the US does not mean there is a shortage of global investment opportunities.
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The Money Maze Podcast is sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.
Jonathan dissects why he believes investing is not a game of predictions, and elaborates on the importance of “pricing risk versus understanding uncertainty”.
He talks about the example of investing in Virgin Australia and analyses their wider approach to the capital structure of a firm. He also explains how they are organised, the value of the partnership, and why top-down overvaluation of a market like the US does not mean there is a shortage of global investment opportunities.
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn
The Money Maze Podcast is sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.