Issue No. 40Week ending Sunday, October 4, 2026485 episodes · 2075 articles
The Throughline ↓
The Podcast Summary.

10+ hours of podcasts, in 5 minutes.

Guest

Michael Bruun

Michael Bruun appears in 1 full episode we cover on How I Invest. Below is what each conversation covered, with a key takeaway per article. Every quote in the articles is verbatim and timestamped to the source video.

1 episodecovered
5 articleswith timestamped quotes

Quoted on: Hiring and talent, Private equity

Private EquityHow I Invest

Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent

Michael Bruun, Partner and Global Co-Head of Private Equity at Goldman Sachs Asset Management, breaks down the core middle-market investment playbook in a normalized interest rate environment. He discusses how Goldman Sachs leverages over 110 operating partners to execute operational talent arbitrage, why PE firms must return to EBITDA compounding rather than relying on multiple expansion, and how portfolio companies are operationalizing AI across revenue scaling and margin optimization. Weisburd and Bruun also explore why rapid technological change amplifies the value of agile leadership and culture over raw tooling.

  • Michael Bruun oversees private equity at Goldman Sachs Asset Management, where a bench of over 110 operating partners drives operational talent arbitrage across portfolio companies. Read →
  • Goldman Sachs Asset Management targets the core middle market ($500 million to $2 billion deals) by importing mega-buyout operating playbooks. Read →
  • Michael Bruun manages private equity investing at Goldman Sachs Asset Management, backed by a bench of over 110 operating partners. Read →
  • Goldman Sachs Asset Management deploys a network of 110 operating partners to execute operational improvements and talent upgrades across middle-market companies. Read →
  • Goldman Sachs Asset Management hedges base rates, foreign exchange, and supply chain exposures three to five years forward to isolate business execution from macro fluctuations. Read →
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