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Jim Moglia

Showing 1–3 of 3 transcripts.

  1. Milken Institute1h 2m

    The Age of Private Equity and Credit

    Jim Moglia, Glenn August, Victor Khosla, Greg Lippmann, Virginie Morgon, Raymond Svider

    Leading alternative asset managers including Oak Hill Advisors, Strategic Value Partners, and BC Partners are redirecting capital from public markets to private credit to secure higher yields amid a 45% decline in public U.S. companies. Panelists highlight that rising institutional return targets, combined with tight investment-grade spreads, are driving a $5.7 trillion migration into private capital while disintermediating traditional commercial banks. Despite late-cycle valuation concerns, these firms are expanding direct lending capabilities and integrating ESG and diversity frameworks to mitigate liquidity risks and maintain long-term operational competitiveness.

  2. Milken Institute1h 1m

    Private Equity: Creating Value Against Increased Competition

    Jim Moglia, Virginie Morgon, Jonathan Rotolo, Scott Sperling, David Wasserman, Andrew Weinberg

    Private equity firms are navigating a high-valuation environment by prioritizing operational value creation through specialized teams and long-term partnerships rather than relying on traditional financial engineering. While capital structures evolve toward global, permanent funding and co-investment strategies, industry leaders emphasize disciplined stress testing and contrarian deal sourcing to mitigate risks from compressed exit multiples and rising interest rates. This strategic shift positions private equity as an essential orchestrator of economic growth, leveraging active management to capitalize on the divestiture of non-core assets by large corporations.

  3. Milken Institute1h 2m

    Financing the Missing Middle Market

    Jonathan Bach, Lawrence Golub, Rick Miller, Jim Moglia, Adam Sokoloff, Barry Volpert

    Panelists from Golub Capital, TCW, BMO, and Jefferies convened to define the fragmented middle market segment, ranging from $5 million to $50 million in EBITDA, while analyzing significant pricing inefficiencies and strategic opportunities created by post-crisis banking constraints. The discussion highlighted that direct lenders and private equity firms are leveraging superior underwriting discipline and flexible capital structures to outperform large-cap peers, despite rising concerns over credit froth and potential deflationary shocks. Ultimately, the sector's economic significance is underscored by its contribution to 40% of U.S. GDP and 41% of private net job creation, positioning it as a critical engine for growth even as investor demand reaches record highs.