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Join Doug McCormick from HCI Equity Partners, Lloyd Metz from ICV Partners, and Sean Mooney from BluWave as they explore timely private equity topics and offer their seasoned perspectives on crucial areas of focus within the industry. Gain valuable insights from these industry experts in this engaging podcast tailored for PE professionals.
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Film Roundtable

Film Roundtable

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Film Roundtable was to created as space for artists in the industry to talk openly and freely about what is present for them at this unprecedented moment in time. Most of us have found ourselves, until just recently, in a sort of worldwide, collective pause. We have had an abundance of time to be quiet, to go inside ourselves, to listen, but most importantly to imagine the change we want to see in our own lives and careers as well as for the collective as a whole. A quality of life greater n ...
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On CNN’s State of the Union, Jake Tapper sits down with Treasury Secretary Scott Bessent to discuss Trump’s tariff policy, efforts to negotiate trade deals, and plans for the US to accept a luxury jet from Qatar. Then, Jake presses Democratic Rep. James Clyburn over his past support for Joe Biden’s re-election campaign amid new reporting about Bide…
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Private equity is evolving rapidly, and staying ahead requires innovation in both diligence and value creation. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick explore the latest tools, trends, and strategies that are reshaping the private equity landscape in 2025. The conversation dives into cutting-edge approaches to due diligence, i…
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On CNN’s State of the Union, Dana Bash presses Commerce Secretary Howard Lutnick for details on Trump’s trade negotiations with China and the impact tariffs are having on Americans. Then, Democratic Reps. Bonnie Watson Coleman, LaMonica McIver, and Rob Menendez join Dana to respond to the Trump administration’s threat that they could be arrested af…
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On CNN’s State of the Union, Jake sits down with Democratic Sen. Mark Warner to discuss Trump’s shake-up of his national security team. Then, Jake asks Republican Sen. Ron Johnson about a growing lead crisis in Milwaukee, as well as Americans’ unease over Trump’s handling of the economy. Next, Stephen A. Smith joins Jake to discuss whether he is co…
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In today’s episode of the podcast, brought to you by the National Strip-Tillage Conference, listen to a conversation with Lisa Kubik, an Iowa grower who grazes cattle and grows corn, soybeans and cover crops, while also working with growers through Agoro Carbon Alliance. Hear Lisa discuss her own farm operation, a recent Agoro Carbon cover crop cas…
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Tariffs are at the center of a rapidly changing global trade landscape, creating both challenges and opportunities for businesses. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick are joined by Michael Allen, co-founder of Beacon Global Strategies, to explore the state of U.S. trade policy, its impact on private equity, and how business…
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On CNN’s State of the Union, Senate Minority Leader Chuck Schumer joins Dana Bash for a wide-ranging interview on Ukraine peace talks, Trump’s handling of immigration and the economy, Schumer’s future as a leader in his party, and rising antisemitism in America. Next, Agriculture Secretary Brooke Rollins joins Dana to discuss the continued economic…
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On CNN’s State of the Union, Democratic Sen. Chris Van Hollen joins Dana Bash to discuss his trip to El Salvador to meet with deported migrant Kilmar Abrego Garcia. Then, Dana presses House GOP Whip Rep. Tom Emmer on Trump’s standoff with the courts over his immigration policies. After, Democratic Sen. Amy Klobuchar tells Dana that she believes the…
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Merger integration is a critical component of private equity strategies, especially in buy-and-build models. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick break down what it takes to successfully integrate acquisitions, why careful planning is essential, and the risks that come with getting it wrong. From cultural alignment and chang…
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On CNN’s State of the Union, Jake Tapper presses National Economic Council Director Kevin Hassett over the confusion and turmoil caused by Trump’s tariff rollout. Then, Democratic Sen. Elizabeth Warren joins Jake to discuss how Democrats should respond to Trump’s economic chaos. Finally, CNN Political Commentators Brad Todd and Ashley Allison, Repu…
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On CNN’s State of the Union, Jake Tapper presses Agriculture Secretary Brooke Rollins for clarity on Trump’s sweeping tariffs as the economic fallout grows. Then, Democratic Gov. Tim Walz joins Jake to respond and to weigh in on what he thinks Democrats’ strategy needs to be to counter Trump. Finally, CNN Senior Political Commentator David Urban, C…
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In this featured episode, we’re excited to share a conversation from Thoma Bravo’s Behind the Deal podcast. Join managing partner Holden Spaht as he sits down with Leagh Turner, CEO of Coupa, to explore how Thoma Bravo and Coupa are revolutionizing business spend management, leveraging AI, and driving innovation post-acquisition. Hear how Coupa is …
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On CNN’s State of the Union, Republican Sen. James Lankford joins Dana Bash to discuss the fallout from the Trump administration’s Signal chat leak, as well as the impact from President Trump’s escalating trade war. Then, Dana asks Democratic Governor and potential 2028 candidate Wes Moore about Democrats struggle to find a path forward under the T…
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In this episode, Sean Mooney, Doug McCormick, and Lloyd Metz are joined by Carl Press of Thoma Bravo and Kevin MacDonald, CEO of Bluesight, to share a behind-the-scenes look at scaling a software company from a bootstrap startup to a private equity-backed category leader. Kevin reflects on his fourteen-year journey, from self-funding and navigating…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a conversation with John Cussans, a UK based weed biology and management specialist with an organization called ADAS. Cussans addresses multiple confirmed cases of glyphosate resistance in the United Kingdom and how these cases differ and relate to confirmed cases of …
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On CNN’s State of the Union, Secretary of Education Linda McMahon joins Dana Bash exclusively to discuss what the future looks like for the Department of Education as President Donald Trump pushes to dismantle it. Next, Dana asks Democratic Congressman Ro Khanna if a new Tea Party is forming among Democrats. Then, Democratic Rep. Jason Crow, CNN Se…
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On CNN’s State of the Union, Special Envoy Steve Witkoff joins Jake Tapper to discuss his hours-long meeting with Vladimir Putin and the prospects for a ceasefire in Ukraine. Next, Jake asks Democratic Congresswoman Jasmine Crockett about the finger-pointing in her party after Congress’ shutdown showdown and the frustration with Sen. Chuck Schumer.…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a conversation between Rockwell City, Iowa grower James Hepp and Carlisle County, Ky., grower Joel Reddick, as they discuss their on-farm cover crop strategies during the Young Farmer Panel at the 2025 National No-Tillage Conference.…
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On CNN’s State of the Union, Jake Tapper presses Republican Sen. Rick Scott over Elon Musk’s approach to slashing government, as well as President Trump’s whiplash-inducing tariff policies. Then, with Democrats facing a do-or-die moment this week on a potential government shutdown, Jake asks Democratic Sen. Andy Kim how he plans to vote. After, US …
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In this insightful conversation, Doug McCormick, Lloyd Metz, and Sean Mooney tackle the transformative role of artificial intelligence (AI) in private equity and beyond. Sean shares how his company, BluWave, has leveraged AI to streamline operations, enhance decision-making, and create proprietary competitive advantages. The discussion explores act…
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On CNN’s State of the Union, Speaker Johnson joins Dana Bash to discuss the stunning Trump-Zelensky blowup, as well as his strategy for preventing a government shutdown in less than two weeks. Then, Dana presses National Security Adviser Mike Waltz on the future of US-Ukraine relations and if it’s possible to repair the damage from that Oval Office…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a conversation with Rob Myers, director for the Center for Regenerative Agriculture at University of Missouri. Myers discusses timely cover crop considerations for spring such as species selection, termination timing, grazing options and much more.…
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On CNN’s State of the Union, Jake Tapper speaks with President Trump’s point person leading negotiations to end the wars in the Mideast and Ukraine, Special Envoy Steve Witkoff. Witkoff says he’s optimistic that negotiations over phase two of the Gaza ceasefire will move forward. Jake also presses him over Trump’s attacks on Ukrainian President Zel…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a conversation with Doug Fifer, Virginia no-tiller and president of the Virginia No-Till Alliance (VANTAGE). Fifer reflects on how his soil has changed for the better since implementing cover crops and no-till into his operation back in 2011 and what types of cover cr…
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Film Roundtable is thrilled to welcome Cinematographer, Phedon Papamichael (Ford v Ferrari, Nebraska) and 1st Assistant Director, and Film Roundtable Co-Founder, Doug Torres (Mr.+ Mrs. Smith, 12 Years a Slave). Together, they discuss their collaboration on James Mangold’s upcoming film, A Complete Unknown, the highly anticipated project exploring a…
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This special replay highlights an essential episode on how private equity firms identify where to invest and how to strategically source opportunities. Doug McCormick and Lloyd Metz join Sean Mooney to explore the art of specialization, building investment theses, and balancing focus with innovation. They share insights into why focus matters for b…
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On CNN’s State of the Union, Dana Bash presses White House border czar Tom Homan over allegations that the Trump administration dropped corruption charges against New York City Mayor Eric Adams in exchange for his cooperation on immigration enforcement. Then, with Trump pushing the limits of presidential power, Democratic Sen. Amy Klobuchar joins D…
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On CNN’s State of the Union, Dana Bash sits down with Homeland Security Secretary Kristi Noem to discuss her recent trip to Guantanamo Bay. Dana presses Noem for specifics on Trump’s plan to house tens of thousands of migrants at Guantanamo, as well as questions over his legal authority to do so. Dana also challenges Noem over Elon Musk accessing A…
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On our latest roundtable, we host a conversation between Nosferatu director Robert Eggers and the film's cinematographer, Jarin Blaschke. Moderated by one of our fav's, Rodrigo Prieto. The three begin by discussing their approach to visual storytelling, focusing on blocking, shot design, and the level of precision required to craft Nosferatu’s haun…
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Kicking off a new series on emerging investment themes, Lloyd Metz, Doug McCormick, and Sean Mooney examine the profound effects of geopolitical complexity on private equity. This episode explores the growing trend of supply chain reshoring, the rise of infrastructure services, and how enterprises are grappling with heightened risks in today’s dyna…
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On CNN's State of the Union, new Transportation Secretary Sean Duffy joins Jake Tapper to discuss the latest in the investigation into the deadly midair collision in Washington, DC. Jake also challenges Duffy over President Trump's claims that diversity initiatives were to blame for the accident. Then, Virginia Sen. Tim Kaine joins Jake to voice hi…
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In today’s episode of the podcast, brought to you by Sound Agriculture, listen to a panel discussion from the 2025 National No-Tillage Conference. This discussion, centered on cover crops and extreme weather conditions, features 4 growers from 4 different states who all have a wealth of experience using cover crops. Listen as No-Till Legend and for…
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On CNN’s State of the Union, Republican Sen. Lindsey Graham sits down with Dana to discuss Trump’s controversial decisions to pardon violent January 6 rioters and fire independent inspectors general, as well as Trump’s plans for the future of Gaza. Next, Gov. JB Pritzker joins Dana to react to the Trump administration’s planned immigration raids in…
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In this episode, Golub Capital’s Senior Managing Director, Greg Cashman, joins Lloyd Metz, Doug McCormick, and Sean Mooney to uncover the critical role of direct lenders in private equity. Greg shares Golub’s transition from private equity to direct lending, the importance of alignment between lenders and PE sponsors, and their underwriting strateg…
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On CNN’s State of the Union, Dana Bash sits down with incoming National Security Adviser Michael Waltz to discuss the ceasefire in Gaza and the future of TikTok in the United States. Then, Dana discusses Trump’s plans to take aggressive immigration action as soon as he takes office. Next, former Ambassador and Obama White House Chief of Staff Rahm …
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Film Roundtable is thrilled to welcome Co-Directors Angela Patton and Natalie Rae (Daughters). Their poignant Netflix documentary, which premiered at Sundance last year, won the Audience Award in the Documentary Competition and was named the festival’s overall Festival Favorite. Daughters is also nominated for a BAFTA and is currently on the shortl…
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For this episode of the Cover Crop Strategies Podcast, brought to you by Sound Agriculture, we hear from Olivia Caillouet. She’s the soil health program manager at the University of Missouri’s Center for Regenerative Agriculture and she’s here to discuss some of the newest and most exciting cover crop related projects she’s been working on as of la…
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On this week’s State of the Union, FEMA Administrator Deanne Criswell joins CNN’s Jake Tapper to discuss the response to the devastating California wildfires. Then, Republican Sen. Katie Britt joins Jake to discuss her immigration bill, as well as concerns over Trump’s nominee for Attorney General. Next, Jake sits down with National Security Advise…
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Hosts Lloyd Metz, Doug McCormick, and Sean Mooney review the major themes shaping private equity in 2024, including liquidity challenges, market shifts, and investor dynamics. They discuss strategies to prepare for 2025 amid potential changes in interest rates, inflation, and emerging opportunities in industrials, food, and infrastructure services.…
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Happy New Year!! Film Roundtable is thrilled to welcome Cinematographer, Jomo Fray (The Nickel Boys, All Dirt Roads Taste of Salt). Jomo’s latest film, The Nickel Boys, directed by RaMell Ross, is an adaptation of Colson Whitehead’s Pulitzer Prize-winning novel and recently won the New York Film Critics Award for Best Cinematography. He is also nom…
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On CNN’s State of the Union, Democratic Sen. Amy Klobuchar joins Jake to discuss the certification of Trump’s election win and the legacy of January 6. Then, Republican Sen. Jim Banks joins Jake to discuss how Republicans will get Trump’s agenda through Congress. Next, Democratic Sen. Mark Kelly joins Jake to discuss the New Orleans terror attack a…
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On CNN’s State of the Union, Dana Bash sits down with new Democratic Sen. Andy Kim to discuss becoming the first Korean American elected to the Senate, how he plans to navigate a second Trump presidency, and his concerns over the legacy of January 6. Then, outgoing Republican New Hampshire Gov. Chris Sununu join Dana to reflect on his time in offic…
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On CNN’s State of the Union, Dana Bash presses Republican Sen. Bill Hagerty over Trump and Elon Musk’s decision to torpedo a bipartisan spending deal and nearly cause a government shutdown. Then, Dana asks Republican Rep. Tim Burchett about Mike Johnson’s future as House Speaker after his handling of the government funding fight. Then, Dana sits do…
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This week on a special edition of CNN’s State of the Union, Jake Tapper sits down with former presidential candidate and Republican Senator Mitt Romney as he prepares to leave Washington after nearly two decades in politics. First, Romney reacts to Trump’s reelection and his controversial cabinet nominees, as well as concerns Trump could target him…
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In this episode, hosts Lloyd Metz, Doug McCormick, and Sean Mooney are joined by Paul Ryan, former Speaker of the House, now a partner at Solamere Capital. Speaker Ryan delves into his transition from a distinguished career in public service to the private equity sector, highlighting his enduring passion for economics and his strategic choice to fo…
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On CNN's State of the Union, CNN Chief International Security Correspondent Nick Paton Walsh joins Jake Tapper to bring the latest updates in Syria after rebels toppled the Assad regime. Then, former Trump Defense Secretary Mark Esper talks with Jake about the future of Syria and the Middle East after the stunning developments in Syria. Next, Jake …
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On CNN's State of the Union, White House National Security Advisor Jake Sullivan sits down with Kasie Hunt to talk about the recent Syrian rebel offensive and the newly brokered cease-fire between Israel and Hezbollah. Then, Republican Congressman Mike Lawler joins Kasie to discuss Trump's FBI director pick, Kash Patel, and House Republican’s slim …
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In this encore presentation from February 20th, Lloyd Metz, Doug McCormick, and Sean Mooney discuss the strategic considerations behind exiting a private equity investment. With an anticipated wave of deals in the coming year, understanding when to sell and how to do it effectively is crucial. This episode covers the importance of exit timing, vari…
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On CNN's State of The Union, Oklahoma Senator James Lankford joins Dana Bash to discuss Trump's controversial cabinet picks, as well as the next steps on immigration in the Senate. Then, Illinois Senator Tammy Duckworth talks with Dana about Secretary of Defense nominee Pete Hegseth's qualifications, as well as concerns over Trump’s nominee for Dir…
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On CNN's State of the Union, House Speaker Mike Johnson joins Jake Tapper to talk about Trump's plans for the border and the House Ethics Committee investigation into Congressman Matt Gaetz, Trump's pick for Attorney General. Then, California Senator-Elect Adam Schiff sits down with Jake to discuss Trump's potential plans for retribution against hi…
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