The HPScast – Details, episodes & analysis

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.

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 “whisper network” to break into Hollywood — and how he’s 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, Colbert’s Best Idea this week, here.

The HPScast is on a midseason break, but we’ll be back with all new episodes starting Wednesday, May 1st. We encourage you to take a listen back to any conversations you might have missed. Or, check out our Best Ideas shared so far. You'll find links to books, podcasts, movies and TV shows in our show notes.

In our Season 1 finale, Colbert talks with one of the country’s leading litigators and corporate advisors, Brad Karp, Chairman of Paul Weiss. We’ll hear about the importance of good workplace culture, the mentors that shaped him both personally and professionally, and what it’s like working for a company that prioritizes public service and pro bono work.

Paul Weiss website: https://www.paulweiss.com/

Best Idea - The Supremes’ Greatest Hits by Michael Trachtman: https://amzn.to/3cSNGwe

Carl Icahn clip: https://bit.ly/33GtxFx

Join host, Colbert Cannon, as he speaks with investment banker extraordinaire, Dan Aronson, who is the Senior Managing Director of the Restructuring and Debt Advisory Group at Evercore. We’ll hear about the value of emotional intelligence in business, why the most important person in your office is not your boss, and the unexpected lifestyle tip that keeps him effective both at the office and at home.

Best Idea - Lou Malnati’s Pizzeria: https://www.loumalnatis.com

Best Idea - Transcendental Meditation: https://www.tm.org/

In this episode, Colbert speaks with one of HPS’s own Governing Partners, Michael Patterson. We’ll hear how an earthquake in the Middle East upended international smuggling routes, the costly hiring mistakes that most managers are making, a business plan that didn’t go as expected, and how he navigated safely through it all.

HPS Bio page: https://www.hpspartners.com/en/team/michael-patterson/

Best Idea - The Power of the Dog by Don Winslow: https://amzn.to/2TSSWat

Join host, Colbert Cannon, as he speaks with Robert Thompson, who invests capital to provide retirement benefits to over 400,000 plan participants as Senior Portfolio Manager at UPS Group Trust. We’ll take a deep dive into the evolution of the credit landscape over the last decade, get an inside look into the typical day of an allocator, and hear the lessons learned while investing in the midst of the most volatile markets during the global financial crisis. 

Best Idea - Call Sign Chaos by Jim Mattis: https://amzn.to/3ca1r9x

Best Idea - Atlanta's Mercedes-Benz Stadium: https://mercedesbenzstadium.com/

In this episode, Colbert talks with Todd Siegel, CEO of cxLoyalty. We’ll hear about the operations behind the scenes when you cash in on credit card rewards points, why the carrot-and-stick approach to management is outdated, and what it’s like to serve as the General Counsel, CFO, and CEO of one of the world’s top travel agencies that you’ve never heard of.  

cxLoyalty website: https://www.cxloyalty.com/

Best Idea - Drive by Daniel Pink: https://amzn.to/2P2UGMw

Best Idea - Thinking In Bets by Annie Duke: https://amzn.to/324xD9w

Join host, Colbert Cannon, as he speaks with cable and media legend, Leo Hindery, to discuss his newly-formed SPAC, Trine Acquisition Corp. We’ll hear his take on the macro challenges of today’s streaming platforms, why politics and philanthropy are integral to his lifestyle, and how he managed to win his class racing at the legendary 24 hours of Le Mans.

Trine website: http://trineacquisitioncorp.com/

Leo’s op-ed for The Hill: https://thehill.com/opinion/finance/437464-the-nation-is-ready-for-a-third-bill-of-rights

Best Idea - Room To Grow NYC: https://www.roomtogrow.org/

In this episode, Colbert speaks with one of HPS’s own Governing Partners, Purnima Puri. We’ll hear about how struggling in organic chemistry led to a BA in Math at Northwestern, the best takeaways from Harvard Business School, and what made her drop everything to join CEO Scott Kapnick in building HPS into the leading global investment firm it is today.

HPS Bio page: https://www.hpspartners.com/en/team/purnima-puri/

Best Idea - Oura Ring: https://ouraring.com/

Best Idea - Context Tours: https://www.contexttravel.com/