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.
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.
Jonathan Lavine is the Chief Investment Officer of Bain Capital Credit and Co-Managing Partner of Bain Capital, a leading global private investment firm with approximately $160 billion in assets under management. He joined Bain Capital in 1993 with the firm’s private equity business, and co-founded Bain Capital Credit, formerly known as Sankaty Advisors, in 1998. Before joining Bain Capital, Mr. Lavine was a consultant at McKinsey & Company, and worked in mergers and acquisitions at Drexel Burnham Lambert. He graduated from Columbia College, Phi Beta Kappa and magna cum laude, and holds an M.B.A with Distinction from Harvard Business School.
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