Christopher Lee
Showing 1–2 of 2 transcripts.
- Milken Institute1h 2m
The Impact Investing Continuum: Alternatives for Engagement
Christopher Lee, David Bohigian, John Buley, Ann-Marie Griffith, Jim Sorenson, John Streur
Impact investing has matured into a $24 trillion global sector characterized by the shift from philanthropy to disciplined, data-driven strategies that integrate environmental and social goals into mainstream financial portfolios. Leading institutions like Calvert and APG demonstrate the viability of this approach through rigorous shareholder engagement and pension fund integration, while government bodies utilize blended finance tools such as the BUILD Act to catalyze private capital in emerging markets. Driven by a demographic shift toward millennial and female investors who prioritize purpose alongside profit, the industry is now focused on overcoming infrastructure gaps by establishing standardized impact metrics and legal frameworks to ensure scalability and transparency.
- Milken Institute1h 0m
Credit Market Outlook
Oriel Morrison, Paul Horvath, Christopher Lee, Shyam Maheshwari, Robert Petty
A panel of financial experts identifies a global economic inflection point driven by "Japanification" and stagnant growth, prompting a strategic shift away from overvalued Western assets toward Asia's emerging credit markets. Despite significant risks from shadow banking, high non-performing loan ratios, and regulatory fragmentation, the consensus highlights a massive $37 trillion debt expansion and a pivot to non-bank lending as the primary source of alpha in the region. While navigating complex legal environments and a climbing default cycle, institutional investors are increasingly deploying capital into distressed Asian debt through specialized private platforms and creditor-friendly partnerships to capture substantial recovery returns.