newsfilter.io

Dan Ivascyn

Showing 11 of 1 transcripts.

  1. Milken Institute1h 0m

    Common Sense from Uncommon Investors | Milken Institute Global Conference 2024

    Michael Milken, Joshua Friedman, Dan Ivascyn, Steven Tananbaum, Anne Walsh, Tony Yoseloff

    Panelists from PIMCO, Guggenheim, and GoldenTree analyze the current fixed income advantage over equities while warning of rising defaults in the oversaturated private credit market and systemic leverage risks in real estate and regional banks. The discussion highlights specific opportunities in liability management exercises, single-family mortgages, and pension risk transfers, even as regulatory changes accelerate banking consolidation. Strategic insights from leaders like Tony Blair and Dan Ivascenko further outline robust investment committee protocols designed to mitigate behavioral biases during volatile market cycles.