Brian Kessler
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- Milken Institute1h 0m
Accessing China's Markets
Lucy Colback, Robert Petty, Edwin Wong, Larry Zhang, Patrick Zhong, David Freeman, Rob Hanson, Hong Liu, Brian Kessler, Myron Scholes, FEMALE SPEAKER 1
A panel of financial experts analyzed China's evolving landscape, highlighting regulatory reforms that expanded offshore capital access and the structural shift from heavy industry toward a consumption-driven economy led by a middle class exceeding 100 million people. Speakers distinguished between long-term financial liberalization and tactical management challenges, noting a natural currency hedge from a seven trillion RMB bond market and emerging opportunities in healthcare and distressed assets. The discussion concluded with strategic advice for investors to adopt a five-year horizon, leveraging the gap between domestic and foreign capital managers while navigating communication risks and lease uncertainties.
- Milken Institute1h 1m
The Future of Aerospace in California
George Whitesides, Jacob Anziel, Kelly Johnson, Jen Simpson, Brian Kessler
California's aerospace sector, which commands 25% of the U.S. market and concentrates billions in defense spending, faces a critical juncture defined by a aging workforce, high regulatory costs, and the need to retain its supply chain ecosystem. Key players like Virgin Galactic, JPL, and Aerojet Rocketdyne are advancing commercial space tourism, Mars exploration, and additive manufacturing technologies to drive innovation despite a 17% structural cost disadvantage against global competitors. The industry's future growth hinges on legislative reforms to reduce liability burdens and the successful integration of private-sector agility with established government research capabilities to counter emerging geopolitical threats.