Colin le Duc
Showing 1–3 of 3 transcripts.
- Milken Institute58 min
How Will Technology Trends Impact Your Portfolio?
Dan Primack, Jason Greenberg, Colin Le Duc, Morris Mark, Nicole Musicco, Jeff Schumacher
Representatives from BCG Digital Ventures, Ontario Teachers, and Generation Investment Management discuss the embedded nature of technology across sectors, highlighting a structural shift where non-technology firms dominate M&A activity. The panel identifies blockchain protocols, sustainable mobility, and AI as key investment themes while warning that regulatory uncertainty and cultural mismatches between startups and traditional industries pose significant integration risks. Ultimately, the group concludes that exponential technological change requires asset managers to adopt long-term talent strategies and adapt to a landscape where value increasingly shifts to users and decentralized systems.
- Milken Institute1h 2m
Framework for Investing for the Long Term
Colin le Duc, Brian Gildea, Steven Goulart, Jingdong Hua, Jean Hynes, Arif Naqvi
A diverse panel of institutional investors from firms including MetLife, Generation, and the IFC identified a critical misalignment between long-term asset requirements and current quarterly measurement frameworks that hinders sustainable capital deployment. To address these structural barriers, participants detailed innovative incentive models and de-risking strategies, such as IFC first-loss provisions and Wellington Management's decoupled compensation structures, designed to unlock the $30 trillion opportunity within the Sustainable Development Goals. The group concluded that overcoming regulatory bottlenecks and standardizing impact metrics is essential for mobilizing idle capital into emerging markets and infrastructure projects while shifting asset allocation toward holistic value creation.
- Milken Institute1h 0m
Trends Shaping Technology, Business and Society
Rory Cellan-Jones, Jo Bertram, Brent Hoberman, Colin le Duc, Ed Vaizey, Vojtek, Robert Jurkowski, Hania Sadat
Panelists at this event analyzed critical shifts in technology and policy, ranging from Uber's transition to integrated mobility and the ethical risks of semi-autonomous vehicles to the economic drivers pushing corporations toward renewable energy. Significant concerns were raised regarding automation's impact on employment, the structural disadvantages facing European startups, and the threat of Brexit to UK talent acquisition, prompting calls for inclusive growth initiatives like rural broadband expansion. Future outlooks focused on specific breakthroughs including the end of aging, the obsolescence of private car ownership, and the application of data analytics in healthcare, all while navigating a global regulatory environment demanding greater accountability from tech giants.