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Dan Primack

Showing 1–5 of 5 transcripts.

  1. Milken Institute57 min

    The Future of Decision Intelligence | Global Conference 2026

    Dan Primack, Stephanie Guild, Paul Liberman, Brian Quintenz

    Former CFTC Commissioner Brian Quintenz, Robinhood CIO Steph Gild, and DraftKings President Paul Lieberman discussed how regulated prediction markets like Kalshi aggregate disaggregated information into high-frequency sentiment signals that surpass traditional polling and institutional research. The panelists distinguished these federally licensed derivatives from unregulated gambling by highlighting their role in price discovery, the use of real capital to reduce emotional bias, and robust surveillance systems that deter insider trading. Looking ahead, the speakers anticipate expanding contract categories into corporate earnings and geopolitical events while maintaining that these tools serve as complementary data points for investment portfolios rather than sole decision-making authorities.

  2. Milken Institute59 min

    Public Market Paradigm: Strategies in a Volatile | Global Conference 2025

    Dan Primack, Ryan Israel, Jimmy Levin, Stephen McLennan, Alyssa Rieder, Alexander Roepers, Alex Rupert, Alyssa Reuter, Steve McLennan

    Moderated by Dan Primack, five prominent CIOs and asset managers discussed navigating recent market volatility driven by tariff uncertainty while debating whether US large-cap stocks and the AI sector are in a bubble. The panelists outlined divergent strategies, ranging from Atlantic Investment's defensive positioning to Pershing Square's creation of a permanent capital vehicle, while emphasizing that human judgment remains superior to AI for identifying structural market inflection points. Despite consensus on near-term dislocation risks, the group highlighted the enduring advantages of concentrated active management and the increasing importance of aligning fiduciary returns with specific mission goals.

  3. Milken Institute1h 2m

    The New Age of Private Equity | Global Conference 2025

    Dan Primack, Per Franzén, David Gross, Julia Kahr, Pete Stavros, Eric Wilmes

    Leading global investors including GIC, Bain Capital, and EQT discussed a market defined by regional divergence, where US activity paused due to policy uncertainty while European and Asian deals accelerated. Panelists characterized the current environment as a buyer-seller dislocation rather than a collapse, highlighting the strategic shift toward AI integration, continuation funds, and diversified platforms to navigate valuation misalignments. Despite macroeconomic headwinds like potential tariffs and tax policy changes, the consensus views the present low activity as a strategic buying opportunity supported by record dry powder and resilient portfolio fundamentals.

  4. 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.

  5. Milken Institute59 min

    Shaping Digital Finance

    Dan Primack, Corrie Elston, Paul Hamill, Julie Monaco, Alfred Spector, Michael Tannenbaum

    Executives from SoFi, Citigroup, Two Sigma, and Google Cloud convened to analyze the accelerating digitization of finance, contrasting the rapid speed of fintech disruption with the slower, scale-driven transformation of legacy banks. The panel highlighted how artificial intelligence and machine learning are now driving critical efficiencies in underwriting and compliance, while legacy institutions are reclassifying startups as strategic partners through open API frameworks and venture arms. Despite these technological advances, participants noted that regulatory barriers and cybersecurity concerns remain significant hurdles, even as emerging markets demonstrate the transformative potential of digital payments for financial inclusion and anti-corruption efforts.