David Steinbach
Showing 1–4 of 4 transcripts.
- Milken Institute47 min
Future of Global Asset Platforms: Scaling, Strategy, & Stewardship | Middle East & Africa Summit
Nour Amache, Jonathan Goldstein, Dana Settle, David Steinbach, Guy Weldon
Representatives from Bridgepoint Group, Heinz, Greycraft, and Kean International discussed strategies for scaling multi-product platforms while maintaining cultural identity and operational agility in a consolidating market. The panelists highlighted how leveraging AI for data-driven sourcing, vertical integration for deal flow, and decentralized governance models allows firms to navigate structural shifts from beta to alpha generation. Key outcomes included predictions of rising demand for compute infrastructure, a pivot toward private wealth allocation, and the critical role of transparency in sustaining long-term investor relationships amidst macroeconomic uncertainty.
- Milken Institute1h 1m
Opportunities in Global Real Estate | Global Conference 2025
Carol Massar, Debra Cafaro, Justin Kennedy, Andrew Smith, David Steinbach, Barry Sternlicht
A panel of financial experts including Debra, David, and Andrew debated the U.S. economy's long-term viability against rising deficits and deglobalization, while Barry warned that national leadership risks eroding without significant policy reforms. Simultaneously, the group identified a fundamental shift in the real estate market where supply constraints and geographic migration toward "Red States" are driving high returns in data centers, senior housing, and Texas residential lots. Despite these opportunities, investors face binary execution risks from construction bottlenecks and tariff uncertainties, prompting a strategic pivot toward specialized, demand-driven assets over commoditized properties.
- Milken Institute48 min
The Evolving Landscape of Private Markets | Middle East and Africa Summit 2024
Laura Merlini, Lauren Goodwin, Klaus Hommels, Scott Spielvogel, David Steinbach, Andrew Weinberg
The event examines how shifting macroeconomic trends, including lower interest rates and the $90 trillion generational wealth transfer, are driving capital into private markets while redefining exit strategies and liquidity structures. Speakers detailed critical convergence points where defense tech, AI implementation, and infrastructure real estate intersect with evolving regulatory frameworks in Europe and the US. These discussions project a resilient 2025 outlook where public and private market mechanisms merge to support middle-market growth and operational innovation.
- Milken Institute1h 2m
Global Real Estate | Global Conference 2024
Erik Schatzker, Kathleen McCarthy, Al Rabil, David Steinbach, Barry Sternlicht
Leading real estate experts including Al Rabel, David Steinbach, and Kathleen McCarthy characterize the current market as a balance sheet crisis where global rates have shifted from a declining to a stable environment, precipitating a predicted hard landing due to inverted yield curves and regional bank fragility. While distressed office assets face devaluation and commercial lending is constrained by $1.6 trillion in maturing debt, specific sectors like data centers, senior housing, and India's logistics market demonstrate robust demand driven by artificial intelligence and demographic shifts. Capital flows are consequently pivoting from institutional banks to private credit and high-net-worth investors, with major firms like Blackstone and Canaccord positioning for a 2024 wave of discounted transactions to exploit the widening bid-ask spread.