69: PE, Private Credit and $160 Billion in Multi-Assets - A Conversation with Jonathan Lavine, Co-Managing Partner at Bain Capital

Money Maze Podcast

Business, Investing, Management, News, Business News

4.8 • 216 Ratings

🗓️ 14 July 2022

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

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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Transcript

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0:00.0	Welcome to the Money Maze podcast. I'm Simon Brewer and Will Campion and I have created this show to explore and unravel some of the mysteries surrounding the investment business.
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1:01.1	We're delighted to have Schroeder's as a sponsor and corporate partner.
1:05.6	Schroeder is a global investment manager
1:07.6	whose purpose is to provide excellent investment performance through active
1:11.9	decision-making. For more than two centuries, Schroeder's has evolved their understanding of
1:16.4	markets, offering investment solutions across fixed income, equities, multi-asset, as well as private
1:22.5	markets through Schroeder's capital. Shroder's actively invests in companies with
1:27.1	responsible and durable business models.
1:29.3	They're also a leading specialist in impact investing for clients who want to maximize
1:33.7	positive change. Capital is at risk with investing.
1:38.1	Vermont is also a sponsor of the Money Maze podcast.
1:41.7	Bromont is a British company based in Henley that was established 20 years ago by two young
1:46.8	brothers whose dream was to design and engineer beautiful chronometers.
	...

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