John Delaney
Showing 1–2 of 2 transcripts.
- Milken Institute1h 2m
Paving the Way to Next-Generation Infrastructure
Dale Bonner, John Delaney, Charles Harrington, James Pass, Jim Pass, Chuck Harrington
Following an ASCE "D+" rating and significant underinvestment compared to China and India, the proposed Infrastructure 2.0 Act seeks to capitalize a $50 billion private-sector fund by eliminating tax deferrals on overseas earnings and lowering the corporate tax rate. This legislation aims to generate $170 billion in revenue to secure long-term transportation funding and incentivize state-level public-private partnerships through conditional allocation. By leveraging $500 to $750 billion over fifty years, the plan addresses critical permitting bottlenecks and skill gaps to restore U.S. competitiveness and drive economic growth through high-fiscal-multiplier investments.
- Milken Institute1h 0m
Rebuilding Housing Finance: The Next Steps
Ed DeMarco, John Bartling, John Delaney, Nagendra Jayanty, Rick Lazio, Phillip Swagel
Leading policymakers and market experts convened to analyze the post-crisis housing finance landscape, highlighting that taxpayer-backed support now comprises 75% to 80% of U.S. mortgage finance while homeownership rates have stagnated near 64%. Participants scrutinized the Delaney-Carney-Himes legislative framework, a proposal designed to reintroduce private capital by mandating a 5% first-loss layer and forcing the government to sell guarantee exposure pari passu to market investors. The dialogue concluded with a strategic pivot away from broad homeownership subsidies toward targeted affordable housing solutions, projecting an incremental 20-to-30-year transition from government-heavy models to private market risk absorption.