Francois Chollette
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- Milken Institute1h 0m
Private Credit Cashing In | Milken Institute Global Conference 2024
Liz Hoffman, Dianna Carr-Coletta, David Geenberg, Theodore L. Koenig, Danielle Poli, James Reynolds, Ted, Francois Chollette
Private credit assets have expanded to an estimated $1.5 trillion through a 20% CAGR since the financial crisis, driven by institutional reallocations from 1-2% to 15% and expanding participation from retail investors. While competition intensifies among originators targeting the lower-middle market and specialized sectors like life sciences, the sector differentiates itself through superior recovery rates via maintenance covenants and a strategic pivot toward capital protection rather than yield maximization. Looking forward, the industry faces liquidity and regulatory headwinds but expects to sustain 10-11% unlevered returns by diversifying into asset-backed finance and addressing distressed capital structures created by the current M&A slowdown.
- RAISE Summit40 min
AI Unleashed : Navigating the Future with Next Gen Applications | RAISE Summit 2024 | Paris
Tamara Brisk, Nicolas Guillon, Sixt, Jean-Paul, Francois Chollette, Arthur Kleinmann
At the RAISE Summit's "AI Unleashed" panel, industry leaders from Animage, X-Plane, and L'Oréal detailed the critical transition from generic generative AI tools to specialized, agentic applications capable of handling high-stakes industrial workflows. The discussion highlighted that while early models struggle with niche data and latency, second-generation systems must leverage proprietary datasets and human-in-the-loop verification to automate complex tasks such as public tender responses and personalized beauty diagnostics. Participants concluded that successful commercial adoption requires overcoming significant barriers including production costs, hallucination management, and workforce cultural resistance to redefine media creation and corporate efficiency.