newsfilter.io

Brian Sheth

Showing 1–4 of 4 transcripts.

  1. Milken Institute1h 2m

    The Next Decade: How to Manage Disruption

    Scarlet Fu, Beth Ferreira, Gregg Lemkau, Brian Sheth, Chris Stadler

    Leading investment experts discuss how the pandemic has accelerated the commoditization of technology and triggered a 28-year high rate of operational disruption, forcing a permanent shift toward hybrid work models and virtual deal-making. The panel highlights unprecedented capital deployment creating a valuation barbell that distorts traditional buying opportunities, while specific sectors like biotech, digital health, and software modernization drive innovation amidst concerns over social cohesion and inequality. Future market dynamics are expected to evolve into a hybrid public exit strategy combining IPOs, SPACs, and direct listings, with management resiliency and ESG integration serving as the primary metrics for long-term investment viability.

  2. Milken Institute59 min

    Common Sense from Uncommon Investors

    Michael Milken, Jonathan Coslet, John Danhakl, Mitchell Julis, Brian Sheth, Steven Tananbaum, Mike Milken

    Industry leaders from Leonard Green & Partners, Canyon Partners, Vista Equity Partners, GoldenTree Asset Management, and TPG convened to discuss evolving strategies in private equity, corporate debt, and technology investing. These executives detailed critical shifts in their operational frameworks, ranging from Canyon's resistance to AI in bespoke financial structuring to Vista's data-driven talent acquisition and GoldenTree's transformation of CLOs into fund structures. The dialogue further examined the necessity of aligning investor and management interests through diverse ownership models and the strategic preference for absolute value over relative metrics in a shifting macroeconomic environment.

  3. Milken Institute1h 2m

    Money Never Sleeps: Global Investment Outlook

    Steve Krouskos, David Bonderman, Michael Carmen, Brian Sheth

    Panelists in this investment forum assert that technology-driven productivity gains and the digitalization of industries significantly outweigh current geopolitical risks, citing a 700% ROI for software and a critical shortage of IT talent. The discussion highlights a structural shift where companies remain private longer due to regulatory burdens, while private capital increasingly fills credit gaps for high-growth software firms. Looking forward, experts recommend focusing on long-term AI adoption and emerging markets like India over short-term volatility, while warning of potential near-term recessions triggered by premature Federal Reserve rate hikes.

  4. Milken Institute1h 0m

    A Conversation With Jane Goodall

    Jane Goodall, Brian Sheth, Melissa Stevens

    Jane Goodall and Brian Sheth discuss the convergence of private equity capital and global conservation through Goodall's Jane Goodall Institute and Sheth's leadership of Global Wildlife Conservation. They detail the expansion of Goodall's Roots & Shoots program to 150,000 youth groups and the institute's use of satellite technology to protect chimpanzee populations in Gombe and the Republic of Congo. The dialogue concludes with a strategic emphasis on integrating scientific rigor into policy-making and leveraging financial markets to sustain long-term environmental resilience.