newsfilter.io

DAVID KAPLAN

Showing 1–2 of 2 transcripts.

  1. Milken Institute1h 2m

    The Alchemy of Finance: Portfolio Construction Strategies

    Steven Toy, Brian Pellegrino, Hua Fan, Tim Hayward, Jane Buchan, Jennifer, HUA LIANG PENG YANG CHIU, DAVID LEVINSON, SHUO-CHUN LIU, DAVID KAPLAN, JULIANA GLEAVER, LIZ FONG, LIZ GARBUSKI, LIZ GAFFNEY, MICHAEL GREENSTONE

    Distinguished investors from W.L. Ross, UPS, CIC, GAM, and PAMCO convened to analyze portfolio construction strategies within uncharted market conditions characterized by high valuations and fixed income volatility. Panelists detailed specific tactical shifts, including UPS's move to liability-matched private debt structures, W.L. Ross's focus on distressed energy and real assets, and coordinated views on avoiding overpriced European credit in favor of U.S. long-term bonds. The discussion underscored a consensus on prioritizing performance-based fees, managing liquidity for opportunistic deployment, and navigating regulatory-driven disintermediation across global asset classes.

  2. Milken Institute1h 1m

    Digitizing Wall Street: How Technology Is Changing the Future of Finance

    Felix Salmon, David Rockefeller Jr., Mike Weil, Rich Daly, Adina Friedman, David Kaplan, Matthew Walkermann, Nicole Forsgren, David Levinson, Matt Brittin, Eddy Moretti, Adina Kanwisher, Jonathan Zittrain, Adina Srivastavadi, Matthew Accarrino

    Representatives from major financial firms including NASDAQ, Broadridge, and Two Sigma convened to analyze how artificial intelligence and blockchain are reshaping capital markets, regulation, and the dynamics between institutional and retail investors. The panel concluded that while technology drives efficiency, reduces settlement cycles, and navigates regulatory complexity, human judgment remains essential for risk management, ethical investing, and defining client goals. Ultimately, the discussion projected a future where algorithmic tools and AI augment rather than replace financial advisors, particularly as the industry shifts toward personalized financial planning and new asset classes like Bitcoin ETFs.