Jonathan D. Sokoloff
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- Milken Institute1h 0m
Common Sense from Uncommon Investors | Global Conference 2025
Michael Milken, Victor Khosla, Marc Lipschultz, Robert F. Smith, Jonathan D. Sokoloff, Anne Walsh
On May 5, 2025, a panel of investment leaders including Anne, Jonathan, Robert, Mark, and Victor analyzed a geopolitical landscape upended by U.S. fiscal policy and trade shifts that have heightened market volatility and debt concerns. Despite these macroeconomic headwinds, the group highlighted robust opportunities within private equity, generative AI, and private credit, citing specific strategies such as expanding employee ownership, deploying "agentic" AI solutions, and providing stable capital for hyperscale infrastructure. The discussion concluded with a focus on governance and succession, emphasizing the necessity of shifting from short-term arbitrage to long-term value creation while mentoring the next generation of investment professionals to navigate structural market changes.
- Milken Institute59 min
The Promise and Pitfalls of Private Equity | Global Conference 2024
Mark Thierfelder, Joe Baratta, Anne-Marie Fink, Patrick Healy, Jonathan D. Sokoloff, Pete Stavros
In a session highlighting the private equity sector's adaptation to post-2022 market volatility, leaders from Blackstone, KKR, and Hellman & Friedman detailed their strategic pivots toward longer holding periods and operational value creation amid elevated credit costs. To address liquidity constraints and shifting investor expectations, these firms are increasingly utilizing continuation vehicles, expanding into retail capital channels, and reforming stakeholder models to unlock value from the 90% of companies that remain private. The panelists concluded that while public market exits remain constrained, structural advantages in governance and targeted infrastructure investments will drive future growth as the industry transitions from a traditional buy-sell model to a sustained ownership framework.