Eric Schatzker
Showing 1–3 of 3 transcripts.
- Milken Institute1h 0m
The Hedge-Fund Shakeout
Eric Schatzker, Eddie Fishman, Jeremy Shipman, Gerald Beeson, John McCormick, Ilana Weinstein
Industry leaders emphasize that achieving sustainable returns now requires replacing individual skill with robust infrastructure and repeatable processes to navigate an increasingly efficient, zero-sum market environment. As structural alpha diminishes due to regulatory changes and market maturation, successful firms are converging quantitative and fundamental approaches while leveraging scale to aggregate data and talent. Looking ahead, the sector is trending toward consolidation where large multi-manager platforms and specialized boutiques coexist, demanding greater transparency and strategic partnerships with investors to maintain competitive advantages.
- Milken Institute1h 0m
Wellness and Prevention: Creating Healthier Lives and a Healthier Economy
Eric Schatzker, Steve Bird, Lynn Goldman, Kyuri, Bernard Tyson, LaDawn Mantegi, Daryl Difty
A panel featuring leaders from Safeway, Kaiser Permanente, and IBM demonstrates how shifting healthcare focus from treatment to prevention can drastically reduce costs and improve population health outcomes. These organizations achieved significant results, such as Safeway's 50% healthcare cost reduction and Kaiser Permanente's lower cost trends, by implementing outcome-based rewards, addressing social determinants, and utilizing data-driven interventions. The discussion further highlights the urgent economic necessity of rebalancing public policy and incentives to address systemic disparities and move beyond fee-for-service models toward holistic, value-based care.
- Milken Institute1h 12m
Follow the Flow: How Asset Management Is Reshaping the Global Financial System
Eric Schatzker, Jess Staley, John Chervam, Jeff Gundlach, David Harding, Kent Clark
A panel of industry leaders and regulators discussed the accelerating consolidation of asset managers, where firms face strategic divergence between pursuing scale to access exclusive deal flow or capping assets to preserve performance quality. The discussion highlighted critical systemic risks emerging from liquidity mismatches, the displacement of bank credit intermediation by asset managers, and the potential dangers of negative rates and "unconstrained" strategies in an oversaturated market. Experts concluded that while market stress tests like the energy sector repricing have shown resilience, the next crisis will likely stem from currently logical assumptions regarding risk and capital preservation.