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Julia Kahr

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  1. Milken Institute1h 2m

    The New Age of Private Equity | Global Conference 2025

    Dan Primack, Per Franzén, David Gross, Julia Kahr, Pete Stavros, Eric Wilmes

    Leading global investors including GIC, Bain Capital, and EQT discussed a market defined by regional divergence, where US activity paused due to policy uncertainty while European and Asian deals accelerated. Panelists characterized the current environment as a buyer-seller dislocation rather than a collapse, highlighting the strategic shift toward AI integration, continuation funds, and diversified platforms to navigate valuation misalignments. Despite macroeconomic headwinds like potential tariffs and tax policy changes, the consensus views the present low activity as a strategic buying opportunity supported by record dry powder and resilient portfolio fundamentals.