Jay Jackson
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- Milken Institute58 min
Private Wealth and the Future of Financial Security | Global Conference 2026
Maneet Ahuja, Peter Beske Nielsen, David Blanchett, Jay Jackson, Jed Laskowitz, Ida Liu
The upcoming historic wealth transfer exceeding $100 trillion to millennials, with $30 trillion allocated to women, is driving a strategic pivot toward diversified geographic exposure and long-duration themes like AI infrastructure and longevity healthcare. Financial strategies are simultaneously adapting to a volatile "new normal" by shifting retirement focus from accumulation to decumulation, utilizing probabilistic healthspan data to challenge standard withdrawal rates, and leveraging family offices as primary capital allocators. Meanwhile, the asset management landscape is consolidating around advanced AI integration for underwriting and risk analysis while accommodating gender-driven impact investing and global pension reforms that expand individual access to private market strategies.