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Jose Minaya

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  1. Milken Institute1h 2m

    Wealth Management: Merging Public and Private Market Strategies | Global Conference 2025

    Matt Brown, Meena Flynn, Rob Heyvaert, Jose Minaya, Andy Sieg, Joan Solotar

    A panel of industry leaders from firms including Blackstone, BNY, and Goldman Sachs predicts that alternative investments will transition from niche instruments to standard portfolio components within the next decade as asset managers develop hybrid products to bridge the gap between public and private markets. Key figures note that while artificial intelligence and regulatory reforms will lower operational barriers and democratize access, critical challenges regarding liquidity, legacy technology infrastructure, and client education must be resolved to prevent misinterpretation of illiquid assets. The consensus forecasts that by 2029, these strategies will be fully integrated into advisory statements, shifting investor focus toward after-tax performance and durable portfolio construction while acknowledging that extreme allocation levels will remain constrained by practical risk management needs.

  2. Milken Institute1h 1m

    The Asset Management Upheaval | Global Conference 2024

    Matt Brown, Kamal Bhatia, Dan Bienvenue, Kathryn Koch, Jose Minaya, Tony Minella

    Asset management leaders converge to analyze how persistent higher interest rates and a "higher-for-longer" environment are reshaping investment strategies toward senior secured lending and integrated public-private portfolios. The discussion highlights accelerating industry consolidation driven by the need for permanent capital through insurance partnerships, while simultaneously tracking the democratization of alternatives via 401(k) regulatory changes and a pivot toward outcome-based sustainable investing. Experts forecast a coming private credit distress cycle within 24 months that will separate top-tier managers from laggards, even as structural demographic shifts and AI-driven public market growth dominate long-term outlooks beyond short-term political cycles.