Afleveringen
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To close out Season 12 of The HPScast, host Colbert Cannon revisits some of this season's most memorable moments. We brought on some heavy hitters from across industries, and the country, including: a former President of the Federal Reserve Bank of Dallas, a Chief Investment Officer of a South Carolina retirement system, a CNBC reporter extraordinaire, and colleagues from across HPS.
The HPScast team thanks our guests and listeners for another great run. Weâre taking a short break, but weâll return soon with all-new conversations in Season 13.
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Each season, we devote one episode to a discussion of current credit market trends. This week, host Colbert Cannon is joined by Purnima Puri, an HPS Governing Partner and Head of Public Credit, and Mike Patterson, an HPS Governing Partner and Co-Head of Private Credit. With the magnitude of market volatility currently, the discussion focuses on what they are seeing from a macro perspective and how credit markets could be affected.
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Zijn er afleveringen die ontbreken?
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This week, host Colbert Cannon sits down with Geoffrey Berg, Chief Investment Officer of the South Carolina Retirement System Investment Commission, to discuss his strategic leadership of the system's approximately $50 billion investment portfolio and share insights into private credit as an early adopter of the asset class among peers. Then, we find out what's next for the Southern stateâs retirement system.
Read Geoffreyâs Best Idea, Unreasonable Hospitality, by Will Guidara, hereâand listen to Colbertâs earlier conversation with Danny Meyer here. Learn more about Charleston, South Carolina, Colbertâs Best Idea for this week, here.
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Host Colbert Cannon sits down with Madelaine O'Connell, a leader in HPS's private high-grade business to discuss the evolution of the private placement market and the nuances of private versus public high grade debt. She also talks about her transition from leading the private placements business at Goldman Sachs to joining HPS, and shares her vision for scaling the private high-grade market within HPS.
Learn more about Madelaine and her work at HPS here. Find a local SoulCycle class near youâColbertâs Best Idea for this weekâhere.
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This week, host Colbert Cannon sits down with Robert Kaplan, former President of the Federal Reserve Bank of Dallas and Vice Chairman of Goldman Sachs, to discuss his career spanning finance and public service. Kaplan reflects on the evolution of Goldman Sachs, his transition from deal-making to management, and the valuable lessons he learned from both Wall Street and academia. He also shares his insights on the interplay between public and private markets, headwinds to fiscal policy, and his outlook on the Fedâs interest rates.
Learn more about Robert Kaplan and his work at Goldman Sachs, here. Read All The Pretty Horses, a novel by Cormac McCarthyâColbertâs Best Idea for this weekâhere.
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This week, we are looking at trends in the US real estate market, where the delta between debt and equity returns is as small as itâs been in 15 years. Mike Van Konynenburg, President of Eastdil Secured, oversees large, real estate transactions including financings, capital raises, sales, and investment banking transactions for institutional real estate owners and lenders. He joins David Lehman, Head of Real Estate Strategies at HPS, as they discuss the property market, the impacts of current policy, and how data centers could fit into investorsâ allocations.
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On this weekâs episode, host Colbert Cannon sits down with Shawn Ury, Executive Director and Head of Alternatives at USAA, a financial services company providing insurance and banking products to members of the military, veterans, and their families. Shawnâs team oversees 13 different asset portfolios and two charitable foundations. We discuss Shawnâs time serving as a medic in the Army, and later, as the Police Captain of San Antonio. He shares how this background of service led him to USAA, his current perspective on private credit as an asset class, and whatâs on the horizon for USAA.
Learn more about the Love and Logic program, Shawnâs Best Idea for this week, here. Visit Colbertâs Best Idea for this week, Armando's Boot Co., in Raymondville, TX, here.
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Welcome to Season 12 of The HPScast. Join host Colbert Cannon for a conversation with Sara Eisen, co-anchor of CNBCâs âSquawk on the Streetâ & âMoney Moversâ. She shares how preparation met opportunity on her path to national televisionâand how taking a chance on forex market coverage gave her a competitive edge in her early days as a financial reporter. She also shares insights into the future of CNBC, including its growing focus on coverage for retail investors.
Tune into Saraâs latest reporting on CNBC hereâand learn more about Room to Read, the financial literacy non-profit she serves on the board of, here. Find out where to catch the artist Lorde on tourâColbertâs Best Idea for this weekâhere.
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To wrap up Season 11 of the HPScast, host Colbert Cannon revisits some of his favorite moments. We heard from mavericks across a range of industries: from Hollywood, to brick-and-mortar retail, to bankruptcy and restructurings. We also featured deep dives into the private and public credit markets with esteemed colleagues in finance.
The HPScast team thanks our guests and listeners for making this an unforgettable season. Weâre taking a brief hiatus, but weâll return in the new year for Season 12.
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On this weekâs episode, host Colbert Cannon sits down with Bradley Beman, Head of Fixed Income Asset Management at Nationwide, one of the nation's largest insurance and financial services companies. We discuss Bradleyâs transition from the investing side to managing portfoliosâand how private credit fits into Nationwideâs portfolio.
Learn more about Bradley Beman and his work at Nationwide here. You can watch the classic sports movie Field of Dreams, Colbertâs Best Idea this week, here. -
On this weekâs episode, host Colbert Cannon sits down with Johnny Chow, Chief Investment Officer for Legal & General Institutional Retirement Division, one of the UK's largest insurance and asset management businesses. We discuss his decision to join L&G after an eight-year tenure at J.P. Morgan, working across a range of credit trading businesses. Johnny discusses how his passion for mathematics and assessing risk has shaped his careerâand how he views private credit as part of that equation in the coming years.
Learn more about Johnny and his work at L&G, here. Watch Colbertâs Best Idea for this week, the television series, Drops of God, here.
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This weekâs podcast focuses on current trends in the private and public credit markets. We discuss interest rates, credit spreads, M&A activity, and sectors that have our attention. Host Colbert Cannon sits down with two of HPSâs senior investment leaders: Vikas Keswani, a Managing Director and Head of North American Specialty Direct Lending, and Scott Crocombe, a Managing Director and Head of Research on the HPS Liquid Credit team.
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On this weekâs episode, host Colbert Cannon sits down with James âJamieâ Sprayregen, Vice Chairman at Hilco Global, a financial services firm focused on asset valuations, monetization, and disposition services. We discuss Jamieâs 31-year tenure growing Kirkland & Ellisâ restructuring and bankruptcy law practices globally. He shares insights on some of the most complicated bankruptcies in history. Then, we pivot to learn about his transition to Hilco Global.
Learn more about James and his work at Hilco Global, here. Find out where to watch Colbertâs Best Idea for this week, the play, The Lehman Trilogy, here.
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On this weekâs episode, host Colbert Cannon sits down with Steven Silverstein, Chief Executive Officer at Spencer Spirit Holdings, Inc, which operates two distinct experiential lifestyle brands, Spencerâs and Spirit Halloween. We discuss what pushed Steven to pursue a career in brick-and-mortar retail, his foundational lessons in crafting memorable in-person shopping experiences in the digital age, and how these early learnings helped him scale Spirit Halloweenâs one-of-a-kind pop-up retail business model.
Learn more about The Heart Of Spirit Halloween: Spirit Of Children charity and how to donate, Stevenâs Best Idea for this week, here. -
This week, we welcome Lotfi Karoui, Chief Credit Strategist and Head of Credit and Mortgage Strategy Research at Goldman Sachs. Lotfi shares his macro and credit market outlook on the HPScast with host Colbert Cannon.
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Welcome to Season 11 of the HPScast. To kick us off, host Colbert Cannon sits down with Franklin Leonard, the founder & CEO of The Black List, an online marketplace that connects writers and their scripts to television & filmmakers looking to develop their next project. We discuss how Franklin navigated the âwhisper networkâ to break into Hollywood â and how heâs now using his platform to reshape the entire television & film industry by broadening access to diverse talent to create a more robust and profitable creative space for all to play in.
Learn more about Franklin Leonard and The Black List, here. You can watch the movie They Cloned Tyrone, Colbertâs Best Idea this week, here. -
Today marks the end of Season 10 of The HPScast. Join host Colbert Cannon for a listen back to some of our best moments this season. We had the great pleasure of hearing from insightful voices across health care, law, media and finance â including some of our own colleagues here at HPS.
The HPScast team is grateful to all of our guests for taking the time to share their knowledge and stories with us. And thanks to you, dear listener, for tuning in. Weâre taking a quick break, but Season 11 is coming soon.
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This week, host Colbert Cannon sits down with Robert Carlock, Emmy Award-winning writer and producer best known for his work as showrunner on Tina Fey's acclaimed sitcom, 30 Rock. We hear how Robert cut his teeth producing Saturday Night Liveâs âWeekend Updateâ and first met Tina. Robert discusses the professional partnership and friendship that he and Tina have built over nearly three decades. We also talk about his transition from being a writer to running a show. And Robert shares his insights on the future of the making and business of television.
Learn more about Robertâs work here. Watch Colbertâs Best Idea for this week, the television series SAS Rogue Heroes here. -
This week, host Colbert Cannon sits down with Chris Stainton, a Managing Director in HPSâ London office focused on direct lending and special situations investing. We talk about Chrisâs early career at Bain Capital and how sitting across the negotiation table with HPS led to his eventual decision to join the firm. We also do a deep dive into the evolution of the global distressed credit market to today.
Watch Chrisâs Best Idea for this week, the television series Night Manager here. Read Colbertâs Best Idea for this week, the fantasy novel trilogy His Dark Materials by Philip Pullman here. -
On this weekâs episode, host Colbert Cannon sits down with Gareth Mee, Chief Investment Officer of Private Markets at Legal & General Capital, the investing arm of one of the UK's largest insurance and asset management businesses. We talk about Garethâs early career working as a consultant and eventual partner at Ernst & Young and his transition to join Legal & General Capitalâs executive team. We also discuss his perspective on private credit and how it fits into Legal & General Capitalâs portfolio.
Learn more about Gareth and his firm here. Find out more about Bootcamp Marbella, Garethâs Best Idea for this week, here. Watch Colbertâs Best Idea for this week, the television series,The Gold, here.
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