How will the US economy and markets unfold in 2021 and 2022 as we move towards the light at the end of the COVID tunnel? What will the impact be of the new Biden administration and Congress on fiscal policies? Will the Fed alter its stance? How can we make sense of the exuberant equity markets in this Black Swan environment? Are we in a tech bubble? How will business and society change after COVID? These are the issues and questions we would like to discuss in the Associates Meeting on January 21, 2021.
Jonathan Coslet is the Chief Investment Officer of TPG Global and a member of the TPG Holdings Executive Committee. Mr. Coslet joined TPG at its inception in 1993. Prior to joining TPG, Mr. Coslet worked at Donaldson, Lufkin & Jenrette from 1991 to 1993 and at Drexel Burnham Lambert from 1987 to 1989 where he specialized in leveraged acquisitions. Mr. Coslet received his MBA from Harvard Graduate School of Business Administration in 1991, where he was a Baker Scholar and a Loeb Fellow. Mr. Coslet received his B.S.E. in Economics (Finance) from the University of Pennsylvania Wharton School, where he was Valedictorian, summa cum laude, a Gordon Fellow and a Steur Fellow. Mr. Coslet currently serves on the Boards of Directors of Life Time Fitness, and Cushman & Wakefield. He previously served on the Boards of Directors of IQVIA, Petco, Biomet, Burger King, J.Crew, Fidelity National Information Services, Endurance Specialty, Oxford Health Plans, Iasis Healthcare, Neiman Marcus and several others. Mr. Coslet also serves on the Board of Stanford Children’s Hospital, the Stanford Institute for Economic Policy Research Advisory Board, the Investment Committee for Eastside Preparatory School and as a Trustee for Menlo School. He also has previously served on the Harvard Business School Board of Advisors, the Stanford Medicine Advisory Council, the Federal Reserve Bank of San Francisco Economic Advisory Council and the Hamilton Project.