Jacob Kotzubei
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- Milken Institute1h 1m
Private Markets Reimagined | Global Conference 2025
Yup S. Kim, Bennett Goodman, Jacob Kotzubei, Meranda Ling Miao, Donna Milrod, Yann Robard
Industry leaders project private equity assets will expand to represent 25–35% of global equity within five decades, driven by a 19.9x return record over the past 25 years that significantly outpaces public market benchmarks. Panelists from Blackstone, Platinum Equity, and State Street emphasize that sustained alpha relies on long-term governance structures and AI integration, while acknowledging that tokenization and secondary markets are evolving to resolve liquidity constraints. Despite concerns over GP-LP alignment and the commoditization of deal-sourcing skills, experts maintain that sophisticated risk management and structural innovations will secure the asset class's role as a primary engine for long-term value creation.
- Milken Institute1h 1m
Private Equity Delivering Value | Milken Institute Global Conference 2024
John Bowman, Chris Emanuel, Martin Escobari, Jacob Kotzubei, Collin Roche, Bridget Walsh
Driven by a surge to $22 trillion in assets and a prolonged IPO drought, the private capital sector is undergoing a structural shift from financial engineering to intensive operational transformation. Leading firms like Platinum Equity, GTCR, and GIC are deploying specialized teams to execute immediate CEO changes, leverage GenAI for due diligence, and prioritize distributions over returns, while simultaneously navigating a market bifurcation that threatens non-adaptive players. This evolving landscape forces a consolidation of the 10,000 existing general partners as asset managers adopt interventionist strategies to maximize value in a high-interest-rate environment where traditional holding periods are being redefined.