DJ
Showing 1–2 of 2 transcripts.
- Milken Institute1h 14m
Navigating Liquidity Challenges in Private Equity | Global Conference 2026
Ivan Lehon, Jenny Chan, Dipanjan "DJ" Deb, Dean Mihas, Yann Robard, Jonathan D. Sokoloff, Paul Taubman, DJ, Jan Robart
Private equity leaders characterize the current liquidity environment as a crisis marked by valuation gaps and extended hold periods, prompting a strategic pivot from traditional IPOs and M&A toward continuation vehicles as a permanent structural solution. Panelists from firms including Francisco Partners, Leonard Green, and Dawson Partners highlight how AI-driven margin improvements and revised underwriting practices are redefining value creation while raising the stakes for fund exits that must now prioritize tangible DPI over theoretical IRR. This shift has spurred the largest single-asset continuation vehicle funds to date and is forcing the industry to adapt fund structures beyond the traditional 10-year model to manage a surplus of private assets against constrained public market capacity.
- Milken Institute1h 1m
In the 21st Century, Data Is King
Paul Kudrowski, Kevin Slavin, DJ, Jim Messina, Frank Cooper, Michael Chewy, Michael D
Experts from sectors ranging from PepsiCo and the 2012 Obama campaign to venture capital firms analyzed how the convergence of cloud infrastructure and advanced analytics is replacing intuition-based decision-making with rigorous data experimentation. These case studies illustrate a global shift where organizations leverage massive datasets for real-time optimization, though this transition introduces significant risks regarding privacy, algorithmic bias, and the potential displacement of human creativity. To succeed in this environment, leaders must bridge technical data with strategic intuition while navigating ethical challenges to avoid the pitfalls of signal noise and regulatory constraints.