Best Michael W. Coulter Podcasts (2024)

1
Bain’s 2024 Midyear Private Equity Report: Executive Summary 22:24

4h ago22:24

22:24

Deals and exits are flat, and fundraising is down, but the real story is the tension beneath the numbers. For a deeper discussion, join our live webinar on July 9. Read Bain's 2024 Midyear Private Equity Report, here.By Bain & Company

1
A Savvier Approach to Sovereign Wealth Funds 16:30

10d ago16:30

16:30

Karen Khalaf, one of Bain's leading experts in sovereign wealth funds, explains how a little knowledge can go a long way on the fundraising trail.By Karen Khalaf

1
Dry Powder: Live from SuperReturn 2024 29:59

23d ago29:59

29:59

Jim Strang, chairman of HgCapital Trust, joins us for a wide-ranging conversation about the future of the private equity industry. If you'd like to stay up to date with my weekly series on LinkedIn, follow me here.By Bain & Company

1
Rethinking Risk w/ Charlesbank’s Michael Choe 21:45

1M ago21:45

21:45

We explore a fresh approach to modeling and managing risk.By Bain & Company

1
Exit Strategies w/ Thoma Bravo’s Holden Spaht 11:57

2M ago11:57

11:57

In part two of our series, Thoma Bravo’s leading enterprise software investor explains how they continue to find exit opportunities and source new deals.By Bain & Company

1
When the Dam Breaks on Tech Deals w/ Thoma Bravo’s Holden Spaht 22:31

2M ago22:31

22:31

We ask one of Thoma Bravo’s leading enterprise software investors why 2023 could be a “significantly better” year for deal making.By Bain & Company

1
Data-Driven Impact Investing w/ Bridgespan’s William Foster 17:15

2M ago17:15

17:15

Private equity firms are developing measures of success that go far beyond carbon footprints.By Bain & Company

1
Macro Update: Calm, but Not Stable 20:14

3M ago20:14

20:14

We ask Bain’s leading macro expert about the “last mile” of rate cuts in the US, and whether Europe has miles to go.By Bain & Company

1
Bain & Company’s 2024 Global Private Equity Report: Executive Summary 19:28

4M ago19:28

19:28

We seem to have entered a period of eerie calm, but will it last? Read Bain & Company’s 2024 Global Private Equity Report here. View my webinar on March 19th here.By Hugh MacArthur

1
The Key to Persistent Performance w/ TPG’s Jim Coulter 20:30

4M ago20:30

20:30

In part two of our interview, we explore the principles and strategies that enable the industry’s top-performing GP’s to deliver persistent returns.By Bain & Company

1
Breaking the Tablets w/ TPG’s Jim Coulter 28:06

5M ago28:06

28:06

A pioneering investor talks to us about challenging the industry’s conventions.By Bain & Company

1
The Evolution of the Secondaries Market: From Crisis to Opportunity 17:24

5M ago17:24

17:24

Tom Callahan, CEO of NASDAQ Private Market, argues that today’s liquidity crisis could mark a turning point for secondaries markets.By Bain & Company

1
The Rise of the Secondaries Market: From Backwater to Boomtown 25:03

6M ago25:03

25:03

Nigel Dawn, senior managing director at Evercore, explains how GPs and LPs are discovering new tools and techniques to finance deals.By Bain & Company

1
Inside the Modern Investor Relations Team 19:16

6M ago19:16

19:16

We asked two of Bain’s leading experts on commercial excellence to take us to the cutting edge of investor relations.By Bain & Company

1
Macro Update: The Flip Side of Inflation 22:09

6M ago22:09

22:09

As inflation trends downward, should investors plan for a lower interest rate environment in 2024 — and even the possibility of deflation?By Bain & Company

1
A $140 Trillion Riddle, Wrapped in a Mystery, Inside of an Enigma 18:35

7M ago18:35

18:35

Today on the show, I have a lively conversation with Ashby Monk, the executive director of the Stanford Research Initiative on Long Term Investing. Ashby studies the inner workings of pension funds, sovereign wealth funds, endowments and foundations — in short all of those LPs that sit somewhere in between the public and private sectors. “That mean…

1
Back to the Future w/ Vista’s Robert F. Smith 17:18

7M ago17:18

17:18

In part two of our interview series, we explore Vista’s approach to AI and how it connects to the company’s founding story.By Bain & Company

1
Defying the Down Market w/ Vista’s Robert F. Smith 24:33

8M ago24:33

24:33

We ask Vista’s CEO how he continues to do deals at an astonishing clip, despite the challenging conditions of today’s market. If you'd like to stay up to date with my weekly series on LinkedIn, follow me here.By Robert F. Smith

1
Fine-Tune Your Fund-Raising Game 17:00

8M ago17:00

17:00

In part two of our fund-raising series, we’ll dig into the tools, tactics, and technologies that enable general partners to tailor their pitches to key decision makers within institutions.By Bain & Company

1
Level Up Your Fund-Raising Game 13:41

8M ago13:41

13:41

As competition for capital intensifies, a one-size-fits-all approach to institutional investors will no longer suffice.By Bain & Company

1
One Small Step for Private Equity, One Giant Leap for Philanthropy 15:58

9M ago15:58

15:58

We ask the founding team at Greater Share about their intriguing new approach to philanthropic funding and how they’ve already garnered support from some of the world’s leading GPs.By Bain & Company

1
Macro Update: I'm From the Government and I'm Here to Invest 15:03

9M ago15:03

15:03

In part two of our macro series, we explore the risks and rewards of public-private partnerships.By Bain & Company

1
Macro Update: Are We Out of the Woods Yet? 17:20

10M ago17:20

17:20

We ask Karen Harris, the managing director of Bain’s Macro Trends Group, whether the economy could emerge from this period of rate hikes unscathed. If you'd like to stay up to date with my weekly series on LinkedIn, follow me here.By Bain & Company

1
How to Recruit and Retain a Team of All-Stars w/ Bain Capital’s Stephen Pagliuca 15:43

10M ago15:43

15:43

In part two of our interview series, we ask Steve how he recruits and retains a team of all-star players. If you'd like to stay up to date with my weekly series of posts on LinkedIn, you can follow me here.By Bain & Company

1
Upward and Onward In an Uncertain Environment w/ Bain Capital’s Stephen Pagliuca 20:22

10M ago20:22

20:22

The longtime chairman and now senior advisor at Bain capital explains why he is “as excited” to be involved in the private equity industry today as he was 30 years ago. If you'd like to stay up to date with my weekly series of posts on LinkedIn, you can follow me here.By Bain & Company

1
Dual Sector Expertise w/ Welsh, Carson, Anderson & Stowe 10:20

11M ago10:20

10:20

In the second part of our interview series with WCAS, we explore how they “co-cover” the healthcare and tech industries, together.By Bain & Company

1
A Tale of Leadership Transition w/ Welsh, Carson, Anderson & Stowe 17:45

11M ago17:45

17:45

We ask Welsh Carson how they identify the next generation of leaders within the firm and how they extend those practices to their wider ecosystem of partners and advisors. I've also launched a weekly series of posts on LinkedIn, which you can follow here.By Bain & Company

1
Put Fundraising on the Front Burner 5:17

11M ago5:17

5:17

In such a severely capital-constrained environment, you need to give your LP’s confidence that you’ll be able to deliver real results over the next five years. Read our latest research on the fundraising slowdown and how top private equity firms are learning to sell, here. I've also started a weekly series of posts on LinkedIn, which you can follow…

1
Bain’s Private Equity Midyear Report 2023: Executive Summary 13:46

12M ago13:46

13:46

Deal activity, exits and fundraising are all sharply down, but the fear of a recession is also subsiding. So what’s holding investors back? Read Bain's Private Equity Midyear Report 2023, here. You can also find our latest research on the fundraising slowdown and how top private equity firms are learning to sell, here. I've also started a weekly se…

1
Alone on the Ice: A Conversation with Arctos' Ian Charles 14:29

12M ago14:29

14:29

On the previous episode of Dry Powder, Ian Charles, managing partner at Arctos Sports Partners, took us inside his approach to sports investing. It was a master class in sector specialization and value creation that you don’t want to miss, but Ian has always tended to go after nonobvious opportunities. “I grew up in a small town in Alaska,” he says…

1
In a League of His Own: A Conversation with Arctos' Ian Charles 27:30

1y ago27:30

27:30

Ian Charles, the managing partner of Arctos’ Sports Partners, takes us inside the world of sports investing.By Bain & Company

1
Dry Powder: Live from SuperReturn 29:07

1y ago29:07

29:07

Christian Sinding, the CEO and managing partner of EQT Group, joins us for our first live recording. We explore when deal markets will finally stir to life and how EQT takes intelligent risks in a period of overwhelming of uncertainty.By Bain & Company

1
Preparing for a Post-Dollar Era 13:02

1y ago13:02

13:02

We asked Bain’s leading macro expert whether the dollar’s status as a global reserve currency is really under threat.By Bain & Company

1
Macro Update: A Strange Brew 17:57

1y ago17:57

17:57

Karen Harris, the head of Bain’s Macro Trends Group, returns to the show for a conversation on interest rates, bank runs and an unusual mix of economic indicators.By Bain & Company

1
Inside the Race to Tokenize Capital w/ HgCapital Trust’s Jim Strang 21:02

1y ago21:02

21:02

We consider whether the launch of a few tokenized funds amounts to an interesting experiment on the blockchain or the beginning of a powerful secular trend. If you'd like to learn more about the democratization of private equity, I recommend you listen to our interviews with the CEOs of Titanbay, Moonfare and Opto Investments. I've also started a s…

1
Inside the Race to Retail Capital w/ Opto Investments’ Mark Machin 19:36

1y ago19:36

19:36

We asked the CEO of Opto Investments to take us inside their eye-opening series A round and why they’re pursuing Registered Investment Advisors with a laser-like focus. If you haven’t heard our interviews with the CEOs of Moonfare and Titanbay, I highly recommend you go back and listen to those episodes as well. I've also started a series of weekly…

1
Inside the Race to Retail Capital w/ Moonfare's Steffen Pauls 25:32

1y ago25:32

25:32

We asked the CEO of Moonfare what it takes to get ordinary investors up to speed and investing in private equity with confidence. If you haven't heard my interview with another early mover in this space, the CEO of Titanbay, I highly recommend you go back and listen to those episodes as well. I've also started a series of weekly posts on LinkedIn. …

1
Visualize Profits With Precision, Not Platitudes 14:22

1y ago14:22

14:22

Too many business leaders lack a clear and granular understanding of profitability, but a few organizations are visualizing profits in startling detail.By Bain & Company

1
The Renewed Urgency of Operational Due Diligence 14:41

1+ y ago14:41

14:41

As margins shrink, private equity houses are rediscovering the vital importance of operational due diligence.By Bain & Company

1
The 2023 Global Private Equity Report: Executive Summary 11:31

1+ y ago11:31

11:31

Deal activity was on track for another record-setting year, until the wheels came off. Read the full 2023 Global Private Equity Report, below: https://www.bain.com/insights/topics/global-private-equity-report/By Bain & Company

1
Macro Update: Waiting to Exhale 20:44

1+ y ago20:44

20:44

Behind the scenes at Davos, attendees were coming to terms with a fracturing world, a cascade of risks and, despite it all, a silver lining. Today on Dry Powder, Karen Harris, managing director of Bain's Macro Trends Group, shares her key insights from Davos and how private equity investors are dealing with the emergent risks and opportunities of a…

1
Where to Invest With Web3 15:31

1+ y ago15:31

15:31

Private equity firms are racing to build out their Web3 capabilities, from deal sourcing to diligence to the bleeding edge of tokenization fund management. Further Reading: For Digital Assets, Private Markets Offer the Greatest OpportunitiesBy Bain & Company

1
Where to Begin With Web3 11:07

1+ y ago11:07

11:07

Investors have been funding a massive build out of Web3 infrastructure, despite the turmoil over the past year. Further Reading Web3 Could Rewrite the Rules of User Identity Snap Chart: How Much Is Web3 Disrupting Your Industry?By Bain & Company

1
The Long Road to the ‘Other Half’ of the Capital Market 13:14

1+ y ago13:14

13:14

In part two of our interview with the CEO of Titanbay, we discuss the regulatory and behavioral hurdles that have prevented private equity from accessing roughly half of the world's sources of capital — and to what extent digital platforms can lower those barriers to entry.By Bain & Company

1
Are Retail Investors Finally Within Reach? 10:22

1+ y ago10:22

10:22

We asked the CEO of Titanbay how digital platforms could open up private equity deals to a whole new class of investors.By Bain & Company

1
An Enduring Strategy for Just About Any Time 10:07

1+ y ago10:07

10:07

Hg’s Matthew Brockman describes the technological trends that could reshape the workplace for decades to come.By Bain & Company

1
A Resilient Strategy for Uncertain Times 15:11

1+ y ago15:11

15:11

Hg’s Matthew Brockman explains how sector specialization can deliver surprisingly stable returns.By Matthew Brockman, Hugh MacArthur

1
How ESG Could Reshape the Real Economy 13:07

2y ago13:07

13:07

A raft of new public policies will not only reshape portfolios, they could also transform the way private equity houses run and grow their businesses on the ground.By Bain & Company

1
How ESG Went from a Focal Point to a Flash Point 13:27

2y ago13:27

13:27

The debate around ESG is heating up, but it may shed light on the future of ESG investing. Further Reading Closing the ESG Measurement Gap in Private Equity Decarbonization: How Private Equity Can Make It Work Private Equity Investors Debate the Best Path Forward on ESG Businesses Urge SEC to Consider Mergers in Climate-Disclosure Rule…