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Caitlin MacLean

Showing 1–5 of 5 transcripts.

  1. Milken Institute50 min

    Aligning Investment and Opportunity in Health | Global Conference 2026

    Caitlin MacLean, Peter Kolchinsky, Pablo Legorreta, Philip Ross, Amy Schulman

    Capital Markets and M&A activity have accelerated since 2025, driven by $140 billion in public company acquisitions and a rebound in fundraising averages to $400 million, while large pharmaceutical firms divest non-core assets to pursue $70 billion in new acquisitions needed for growth. U.S. reimbursement dynamics, heavily influenced by the Inflation Reduction Act, are forcing a strategic pivot away from small molecules toward antibodies and orphan drugs, with billing volume signals now driving insurer coverage decisions. Meanwhile, global competition intensifies as U.S. firms increasingly license Chinese innovations and conduct early-stage trials abroad to leverage speed, even as artificial intelligence transitions from discovery hype to operational cost reduction in clinical recruitment and regulatory processes.

  2. Milken Institute45 min

    Real Estate in a Repriced World | Middle East & Africa Summit 2025

    Caitlin MacLean, Ian Livingstone, Yasseen Mansour, Sue Nickason, Yassine

    This event analyzed divergent real estate trajectories across key jurisdictions, highlighting the UAE's rise as a tax-efficient migration hub while detailing how Egyptian developers are countering inflation through premium branding and mixed-use revenue streams. Attendees examined strategic adaptations to global volatility, including Panama's fast-track privatization laws, Cayman Islands' self-sufficient infrastructure models, and the specific risks of surging data center debt and hospitality distress in the US. The discussion concluded that long-term success now requires rigorous due diligence on climate resilience and legal stability to navigate a market where speculative gains have given way to sustainable, experience-driven asset management.

  3. Milken Institute37 min

    Sovereign Wealth Funds: Lessons for the US | Finance Forum 2025

    Caitlin MacLean, Victoria Barbary, Angela Rodell, Tarek Shoukri, Kaitlyn McLean

    The U.S. Treasury Department is currently soliciting private sector input to design a national Sovereign Wealth Fund using a blank-slate approach for capitalization and investment mandates. Drawing on global best practices and case studies like the Alaska Permanent Fund, the proposed framework emphasizes independent governance to insulate decisions from political cycles while targeting strategic sectors such as critical minerals and AI. With further concept papers expected in the spring, the initiative aims to establish a bipartisan structure that catalyzes high-cost infrastructure deployment without crowding out private commercial activity.

  4. Milken Institute36 min

    Equity and ESG for Munis: Risks, Disclosure, and Adoption

    Caitlin MacLean, Olivia Albrecht, Lourdes Germán, Gary Hall, Mark Kim, Zoila Jennings

    The municipal ESG bond market currently lacks a consistent pricing premium despite $43 billion in outstanding labels, driven by challenges in quantifying social metrics and a reliance on self-verification by 61% of issuers. To address these data gaps and standardization issues, the Municipal Securities Rulemaking Board is launching the Emma Labs analytics platform while seeking enhanced disclosures, and a new $4 million consortium is developing unified racial equity frameworks for municipal financing. Consequently, market participants are being urged to align with international standards and demand greater transparency from asset managers to harmonize taxonomies and improve access for smaller communities.

  5. Milken Institute1h 2m

    I'm Not an Impact Investor, or Am I?

    Caitlin MacLean, Janet Cowell, Sharon Hendricks, William Lee, Shawn Wischmeier, Bill Lee

    Representatives from Cargill Philanthropies, North Carolina State Treasurer, CalSTRS, and Kaiser Foundation convened to discuss managing a combined $400 billion in assets through tailored frameworks ranging from mission investing to long-term risk mitigation. The panel highlighted strong financial performance, including a 20% internal rate of return for North Carolina's in-state program, while identifying critical operational hurdles such as standardized data gaps and a scarcity of sophisticated managers. Moving forward, the institutions plan to establish common metrics, integrate ESG checklists into daily research, and shift from divestment strategies toward active engagement to balance fiduciary duty with environmental and social goals over multi-decade horizons.