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Jonathan Rotolo

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  1. 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.

  2. Milken Institute57 min

    Alternative Investing: Cure for Stock and Bond Blues?

    Tom Petruno, Jonathan Grunzweig, Jodie Gunzberg, Jonathan Rotolo, Scott Sperling, Carrie Thome, John Rotolo, Jody Gunsberg

    Leading asset managers including Scott Sperling, Kerry Tomei, and Jody Gunsberg convened to advocate for shifting from traditional asset-class allocation to risk-based strategies amid expectations of underperformance in equities and bonds. The panelists detailed how private real estate credit, intellectual property, and diversified real assets offer compelling alpha while mitigating volatility through proprietary deal flows and structured liquidity. Despite concerns regarding the risks of packaging illiquid assets into retail vehicles like 401(k)s, the experts emphasized that long-term horizons and operational expertise remain essential for sustaining returns in a complex market environment.