TPG's Coulter: Investments Focused on 'Disruptions'

The video discusses the evolution of private equity over the past 30 years, highlighting the increased complexity and the shift from questioning its relevance to focusing on strategies and opportunities. It explores market changes, investment strategies, and the importance of identifying growth opportunities in a stock picker's market. The integration of technology with traditional economies is emphasized, using examples like Uber and Airbnb. The video also covers the evolution of asset management, noting the shift from buyouts to alternatives and the importance of finding differentiated opportunities for investors.

How do you define the current landscape of private equity and alternatives?

What are the key factors that differentiate successful investments in today's market?