Eric Adler
Showing 1–2 of 2 transcripts.
- Milken Institute1h 2m
Blow Wind, Blow: The Sails of Asset Management | Global Conference 2024
Yana Morris, Eric Aboaf, Eric Adler, Cheryl Alston, Daniel Garant, Don Mullen
Amidst a historic divergence where public equity surges while IPO volume collapses, institutional investors are redirecting 37% of assets into a $13.1 trillion private market driven by private credit expansion and a strategic pivot from financial engineering to operational value creation. While Basel III reforms and declining bank lending capacity accelerate the shift of credit origination to non-bank lenders, the panel identifies infrastructure, mid-market private credit, and resilient real estate sectors as primary allocation targets to mitigate the impending risks of a rising default cycle and office sector obsolescence.
- Milken Institute57 min
Global Real Estate Outlook: A More Attractive Asset?
Barry Sternlicht, Eric Adler, Rick Caruso, R. Donahue Peebles, Ross Perot, Jr., Sam Zell
Prominent real estate executives and financial analysts convened to assess a complex global landscape where U.S. fiscal deficits and tax reforms are poised to drive interest rates higher while specific international markets like Brazil and Mexico present distinct investment opportunities. The panel highlighted divergent sectoral strategies, with some predicting a supply glut in U.S. office and multifamily assets while others champion high-yield industrial logistics and experiential retail driven by e-commerce and labor shortages. Ultimately, despite varying stances on short-term volatility, the consensus leans toward a bullish five-year outlook contingent on fiscal stimulus boosting wage growth and rent increases across key asset classes.