

Day Two Part Two from the Milken Institute Global Conference
May 8, 2024

Guest
Ali Rezai

Guest
Mike Gitlin

Guest
Victor Khosla

Guest
Raymond McGuire

Guest
Andy Sieg

Guest
Steve Klinsky
Guest
Katie Koch

Guest
Kipp DeVeer
A diverse panel at the Milken Institute Global Conference discusses economic outlook, investment trends, and strategies. Topics include returning capital, ETFs in AI, private equity in mid-market companies, wealth management investments, and navigating economic headwinds. Dr. Ali Rezai discusses cutting-edge technology for brain health, emphasizing collaboration in healthcare innovation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
Economic Outlook, Investment Trends, and Growth Strategies
01:36 • 10min
Returning Capital to LPs and Partnership Expansion
11:31 • 6min
Conversion to ETFs in AI Space and Market Environment Analysis
17:05 • 5min
Evolution of Private Equity Towards Building Businesses
22:28 • 2min
Elevating Mid-Market Companies Through Strategic Acquisitions
24:45 • 4min
Strategic Sector Growth and Market Sentiment Discussion
28:21 • 2min
Exploring Wealth Management Investments and Healthcare Innovations
29:57 • 2min
Strategies to Improve Wealth Business Performance
32:16 • 4min
Navigating Economic Headwinds and Tailwinds
36:32 • 4min
Strategic Deal Activity Expectations and Stock Transactions
40:51 • 2min
Navigating Distressed Debt in Commercial Real Estate
42:31 • 5min
Exploring the Success and Growth of a Los Angeles-Based Company in Bond Fund Management
47:52 • 2min
Optimism and Opportunities in Bond Markets
49:40 • 4min
Broadening Investment Horizons in Equities
53:21 • 2min
Revolutionizing Brain Health with Cutting-Edge Technology
55:14 • 8min
Advancing Brain Health and Collaboration in Healthcare Innovation
01:02:49 • 3min