Bain Capital's Connaughton Reflects on his Time at Harvard Business School

The transcript reflects on the speaker's experiences at Harvard Business School (HBS) 25 years ago, emphasizing the global diversity and leadership skills developed through the case method. It transitions into a discussion on the current global investment climate, highlighting the impact of geopolitics and economic policies. The speaker explores investment strategies, particularly in healthcare and life sciences, and addresses market valuations and risks.

What factors did the speaker identify as complicating the current investment landscape?

What specific areas of investment does the speaker highlight as opportunities?

How does the speaker view the relationship between central banks and market valuations?