David Elia
Showing 1–3 of 3 transcripts.
- Milken Institute56 min
Asia-Pacific Overtures: Investment Returns Through Diversification | Global Conference 2026
Laura Deal Lacey, Michael DeSombre, David Elia, Jacqueline Poh, Pandu Sjahrir, Lu Yin
The event convened U.S. policymakers, Singaporean ecosystem builders, and major sovereign wealth managers from Australia and Indonesia to align trade, infrastructure, and artificial intelligence strategies across the Indo-Pacific. Participants detailed a coordinated shift toward removing non-tariff barriers, deploying over $2 billion in targeted foreign assistance, and establishing regional AI stacks to counter Chinese technological dominance. Discussions highlighted a broader trend where pension funds and state actors are bifurcating portfolios between traditional commodities and frontier technologies while accelerating cross-border energy and digital infrastructure projects to sustain long-term regional growth.
- Milken Institute1h 2m
Investing in a Shifting Economic Climate: The Asia-Pacific Outlook | Global Conference 2025
Sarah Williamson, Mohamed Albadr, David Elia, Kate Galvin, Vasyl Nair, Pandu Sjahrir, David Allier
Global institutional investors from Mubadala, Host Plus, Victorian FMC, Danantara, and TeamSuper convened to discuss diverging portfolio strategies amid US political uncertainty and a strategic pivot toward Asia-Pacific growth. Key participants outlined shifts ranging from Mubadala's 25% target for Asia exposure and Danantara's $1 trillion consolidation to Victorian FMC's active hedging of dollar risk against geopolitical fragility. The panel ultimately advised maintaining multi-decade horizons while prioritizing valuation discipline and geographic diversification to navigate a market defined by sector rotation and enduring reserve currency dynamics.
- Milken Institute43 min
Long-term Investing: Adapting Investment Portfolios Amid Global Uncertainty | Asia Summit 2024
Manisha Tank, Edoardo Collevecchio, Aaron Costello, David Elia, Don Guo, Lee Ming San
The event was a corrupted and incoherent transmission intended to function as a panel on long-term investment, which failed to produce any verifiable facts or strategic insights. Despite isolated mentions of unrelated topics ranging from traffic flow and AI to historical dates and climate change, no clear panelist identities, actionable data, or coherent investment thesis were established. The session dissolved into repetitive pleasantries and circular statements without defining any specific outcomes, forward-looking strategies, or formal agreements.