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Joseph L. Hooley

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  1. Milken Institute58 min

    Institutional Investors: Focusing on Long-Term Value in a Short-Term World

    Joseph L. Hooley, Christopher Ailman, David Atkin, Vicki Fuller, Nick Moakes, Juan Manuel Valle Pereña, Chris Ailman

    Representatives from CalSTRS, the NYS Common Retirement Fund, and the Wellcome Trust convened to discuss navigating a global equity market priced to perfection by maintaining defensive postures and leveraging long-term horizons. The panelists reached a consensus against asset divestment, favoring direct engagement and integrated reporting to address ESG risks while prioritizing capital allocation in technology, biotech, and food security. Key strategic shifts included upgrading credit quality, expanding international real assets, and adopting sustainable spending models to mitigate the pressures of tightening interest rates and regulatory uncertainty.

  2. Milken Institute58 min

    Macroeconomic Outlook: The Search for Value

    Joseph L. Hooley, Afsaneh Beschloss, Bjarne Graven Larsen, Joshua Harris, Hamilton "Tony" James

    Leading institutional investors and asset managers convened to analyze a global recovery driven by divergent regional performances, from the US Federal Reserve's tightening cycle to stabilizing Emerging Markets despite persistent geopolitical tensions. The discussion highlighted a structural shift away from traditional public equities and bank lending toward illiquid private credit, infrastructure, and hard assets as investors seek to capture valuations undistorted by central bank liquidity. Strategic recommendations emphasized adopting active, risk-based approaches for pension funds while addressing regulatory barriers to unlock significant capital in under-capitalized physical assets and high-yield emerging market sectors.