Afsaneh Beschloss
Showing 1–5 of 5 transcripts.
- Milken Institute58 min
Common Sense in Uncommon Times
Michael Milken, Afsaneh Beschloss, George G. Hicks, Jonathan Sokoloff, Neal Wilson
The Milken Institute Global Conference convened investors, policymakers, and corporate leaders to address the pandemic's economic disruption under the theme of "Common Sense for Uncommon Investors," emphasizing the integration of public health and social equity into financial strategy. Key figures including representatives from Leonard Green, Rock Creek, and Vardy Capital detailed adaptive measures such as liquidity tracking, shifts toward private distressed assets, and support for minority depository institutions to navigate volatile markets. The discussion concluded with projections of a K-shaped recovery, anticipated defaults in high-yield bonds, and a permanent acceleration in digital adoption and hybrid work models.
- Milken Institute1h 2m
Developing Capital Markets: Financing the Future in Frontier and Emerging Markets
John Schellhase, Hedi Ben Mlouka, Afsaneh Beschloss, Claver Gatete, Megan McDonald, Stephanie von Friedeburg, Eden Mabilana, Leah Kusensela, Zane
The Milken Institute, IFC, and developing nation governments convened a panel featuring leaders from Rwanda, Standard Bank, and major asset managers to address capital markets as a primary constraint on economic growth in frontier and emerging markets. The discussion highlighted Rwanda's successful sovereign bond issuance and regional integration strategy alongside the IFC's shift toward creating market infrastructure to mobilize $7 billion in local currency financing. Despite persistent challenges regarding liquidity and corporate supply, the panelists advocated for regulatory reforms and mobile technology adoption to unlock the high-growth potential of African and other frontier economies.
- Milken Institute58 min
Macroeconomic Outlook: The Search for Value
Joseph L. Hooley, Afsaneh Beschloss, Bjarne Graven Larsen, Joshua Harris, Hamilton "Tony" James
Leading institutional investors and asset managers convened to analyze a global recovery driven by divergent regional performances, from the US Federal Reserve's tightening cycle to stabilizing Emerging Markets despite persistent geopolitical tensions. The discussion highlighted a structural shift away from traditional public equities and bank lending toward illiquid private credit, infrastructure, and hard assets as investors seek to capture valuations undistorted by central bank liquidity. Strategic recommendations emphasized adopting active, risk-based approaches for pension funds while addressing regulatory barriers to unlock significant capital in under-capitalized physical assets and high-yield emerging market sectors.
- Milken Institute1h 4m
Widening Access to Capital in Developing Markets
Staci Warden, Afsaneh Beschloss, Ermias Eshetu, Claver Gatete, Hua Jingdong, Jingdong Hua, Ruben Brigadier, Miguel, Matthew Reese
The Milken Institute's Center for Financial Markets convened with IFC leaders and East African officials to analyze how regional integration and local currency bond issuance can bridge the capital access gap in developing economies. Case studies from Rwanda and Ethiopia highlighted how structural reforms, such as harmonized regulations and mandatory commodity exchanges, are mobilizing domestic savings and enabling large-scale infrastructure financing. The dialogue concluded with the announcement of a joint IFC and George Washington University program designed to train African capital market officials in implementing these critical financial infrastructure reforms.
- Milken Institute1h 8m
Global Capital Markets: Deflation or Stabilization?
Thomas Finke, Afsaneh Beschloss, Mohamed El-Erian, David Harding, Joseph Hooley, Steven Tananbaum, Tom Fink, Jay Holey
Panelists including Jay Holey, Mohammed Al-Arain, and Steve Tannenbaum analyzed the global economy's structural slowdown and the divergent trajectories of advanced and emerging markets, noting that while central banks face policy limits, emerging economies retain fiscal capacity for growth. The discussion highlighted China's critical transition from an export-led model to a consumption-driven one, alongside the disruptive impact of fintech and digital platforms on traditional productivity metrics and banking infrastructure. Despite near-term political uncertainties like Brexit and anti-establishment movements, experts identified specific investment opportunities in distressed credit, quasi-sovereign bonds, and sectors combining digital innovation with unique content.